Redtail CRM + Sign In Scheduling
Create blocked off times in Sign In Scheduling for new Redtail CRM contacts
Create a seamless booking experience with this automation. When a new contact is created in Redtail CRM, a blocked-off time slot is added in the Sign In Scheduling app, ensuring that your schedule is up-to-date and preventing double bookings. Focus on your clients while this workflow manages your calendar effortlessly.
Create a seamless booking experience with this automation. When a new contact is created in Redtail CRM, a blocked-off time slot is added in the Sign In Scheduling app, ensuring that your schedule is up-to-date and preventing double bookings. Focus on your clients while this workflow manages your calendar effortlessly.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Add Blocked Off Time
Block off a new range of time in your diary.
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
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Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
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