Create new activities in Redtail CRM for ScheduleOnce scheduled bookings

Need to keep track of scheduled bookings in your CRM? Once configured, Zapier will automatically add a new Redtail CRM activity when a scheduled booking is created on ScheduleOnce.

How this ScheduleOnce-Redtail CRM integration works

  1. A scheduled booking is created on ScheduleOnce
  2. Zapier creates a new activity in Redtail CRM

Apps involved

  • ScheduleOnce
  • Redtail CRM
Create new activities in Redtail CRM for ScheduleOnce scheduled bookings
ScheduleOnce integration logo

ScheduleOnce is an end-to-end solution for scheduling with prospects and customers through all phases of the customer lifecycle.

Redtail CRM integration logo

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.

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