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.

Calendly (1.0.2)

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.

Redtail CRM

Jeff Kluve

Anytime an invitee created is created in Calendly, create activity in Redtail CRM.

Calendly New Booking to Redtail CRM Appointment

“Anytime an invitee created is created in Calendly, create activity in Redtail CRM.”

Trusted at companies large and small

This Zap works in 2 steps …

Anytime an invitee created is created in Your App

Create activity in Redtail CRM

This Zap uses the following 2 apps

Calendly (1.0.2)

Redtail CRM

Calendly (1.0.2) + Redtail CRM