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

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

Kristin Taylor

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

When a Calendly appointment is scheduled or updated

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

Trusted at companies large and small

This Zap works in 2 steps …

Anytime an invitee created is created in Calendly

Create activity in Redtail CRM

This Zap uses the following 2 apps

Calendly

Redtail CRM

Calendly + Redtail CRM