Redtail CRM
When this happens...
CalendlyInvitee Created
Then do this...
Redtail CRMCreate New Contact

Want to keep track of people after you have meetings with them? Adding them in your CRM is a great way to continue the relationship. This Zapier integration takes care of that for you, creating new Redtail contacts from newly scheduled Calendly events, to help you keep the relationship going.

Note: This Zapier integration doesn't import invitees that were created prior to Zap set up, only new Calendly invitees created after it is set up.

How It Works

  1. A new Calendly event is created
  2. Zapier creates a contact in Redtail

What You Need

  • A Calendly premium account
  • A Redtail account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Redtail CRM + Calendly and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Activity

Triggers when a new activity is created.

Create New Activity

Creates a new activity.

New Contact

Triggers when a new contact is created.

Create New Contact

Creates a new contact.

Invitee Canceled

Triggers when an invitee cancels a scheduled event.

Create New Opportunity

Creates a new opportunity.

Invitee Created

Triggers when an invitee schedules an event.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,400+ others.

Become a Zapier Integration Partner

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.

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.

See Calendly Integrations