Calendly + Redtail CRM
Create Redtail CRM activities from new Calendly invitees
Here's a smart way to get your new meeting attendees into your CRM- with an easy integration! After set up, new Calendly invitees will automatically generate Redtail CRM activities. From there, you can add any relevant info you may need or share the info with team members.
Here's a smart way to get your new meeting attendees into your CRM- with an easy integration! After set up, new Calendly invitees will automatically generate Redtail CRM activities. From there, you can add any relevant info you may need or share the info with team members.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Activity
Creates a new activity in your database.
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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.
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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.
