Create meetings in Calendly from new activities in Redtail CRM

Create meetings in Calendly based on new activities in Redtail CRM. Filter to ensure only relevant activities trigger the setup, leading to faster scheduling and improved engagement with your clients.

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Overview

Create meetings in Calendly based on new activities in Redtail CRM. Filter to ensure only relevant activities trigger the setup, leading to faster scheduling and improved engagement with your clients.

Create meetings in Calendly from new activities in Redtail CRM