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Create client update call in Redtail CRM from Calendly invitee, and format date and time

Create client update call in Redtail CRM from Calendly invitee, and format date and time

Create client update call activities in Redtail CRM when an invitee schedules a call in Calendly. Capture all relevant details and responses for future reference, ensuring organized follow-ups and improved client engagement.

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Overview

Create client update call activities in Redtail CRM when an invitee schedules a call in Calendly. Capture all relevant details and responses for future reference, ensuring organized follow-ups and improved client engagement.

Create client update call in Redtail CRM from Calendly invitee, and format date and time