1.Receives new booking payload
Integrate Calendly and scheduling data to map booking start and end into appointment fields for CRM activity creation.
Create CRM appointment activities for every scheduled booking
Automatically monitor new booking creation across Calendly and Redtail CRM. Create and update CRM appointment activities when invitee created, meeting scheduled, or booking confirmedβso you can prep advisors, store meeting links, and capture attendee context without manual paperwork.
How this automation creates CRM appointment activities
When invitee bookings come in, manual logging delays advisor preparation. This automation maps booking details, formats meeting dates, and creates CRM activitiesβso your team can prepare for every scheduled appointment on time.
Calendlyor swap with your favorite app
2.Waits for webhook data
Integrate Delay by Zapier and workflow timing to pause 30 seconds so downstream webhook fields populate.
Delay by Zapieror swap with your favorite app
3.Formats appointment dates
Integrate Formatter by Zapier and date formatting to convert booking start into MM/DD/YYYY for activity subject or date fields.
Formatter by Zapieror swap with your favorite app
4.Checks qualifying records
Integrate Filter by Zapier and routing rules to continue only for qualifying meeting location types.
Filter by Zapieror swap with your favorite app
5.Creates CRM activity
Integrate Redtail CRM and contact and activity fields to create an appointment activity with dates, links, subject, and attendee context.
Redtail CRMor swap with your favorite app
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