Calendly + Redtail CRM

Create activities in Redtail CRM when events are canceled in Calendly

Stay organized and efficient with this workflow which springs into action when an event is canceled in Calendly. The workflow then instantly creates an activity in Redtail CRM, ensuring you maintain clear records and can seamlessly reschedule or manage event changes. No more manual updates or overlooked cancellations - this workflow keeps your CRM up-to-date in real time.

Stay organized and efficient with this workflow which springs into action when an event is canceled in Calendly. The workflow then instantly creates an activity in Redtail CRM, ensuring you maintain clear records and can seamlessly reschedule or manage event changes. No more manual updates or overlooked cancellations - this workflow keeps your CRM up-to-date in real time.

  1. When this happens...
    CalendlyCalendly
    Event Canceled

    Triggers when an event is canceled.

    TriggerPolling
  2. automatically do this!
    Redtail CRMRedtail CRM
    Create Activity

    Creates a new activity in your database.

    ActionWrite
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Supported triggers and actions

    • Free Plan Copy

    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
    • Free Plan Copy

    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
    • Event UUIDRequired

    • Reason

    Action
    Write
    • Event TypeRequired

    • Start TimeRequired

    • Invitee EmailRequired

    • Invitee Full Name

    • Invitee First Name

    • Invitee Last Name

    • Invitee TimezoneRequired

    • Location Type

    • Text Reminder Phone Number

    • Event Guests

    • Questions

    • Answers

    • Enable Invitee Tracking

    Action
    Write
calendly logo
calendly logo

About Calendly

Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.
Learn more

Related categories

  • Scheduling & Booking
redtailcrm logo
redtailcrm logo

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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