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YouCanBook.Me + Redtail CRM Integrations

How to connect YouCanBook.Me + Redtail CRM

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Supported triggers and actions

What does this mean?
    • ProfileRequired

    Trigger
    Instant
    Try It
    • ProfileRequired

      Select which of your booking profiles you would like the voucher/coupon code added to.

    • Voucher/Coupon CodeRequired

      This is the alpha-numeric string to be added as the new voucher/coupon code.

    Action
    Write
  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It

How YouCanBook.Me + Redtail CRM Integrations Work

  1. Step 1: Authenticate YouCanBook.Me and Redtail CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
youcanbookme logo
youcanbookme logo

About YouCanBook.Me

Take bookings online. YouCanBook.me links to your calendar to allow your customers to book your services via the web.
Learn more

Related categories

  • Scheduling & Booking

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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

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