Integrate Calendly with Redtail CRM to automate your work

Start with Google for free

1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Calendly with Redtail CRM - no code necessary. See how you can get setup in minutes.

Select a trigger from Calendly

A trigger is an event that starts your Zap and runs the workflow. For example, with Calendly, a trigger could be "Invitee Canceled."

A trigger is the event that kicks off your automated workflow.

Setup an action from Redtail CRM

An action is what takes place after the automation is triggered. For example, with Redtail CRM, the action could be "Create Activity."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Calendly to Redtail CRM

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect Calendly to Redtail CRM with a Zapier template.

Our most popular template

Create Redtail CRM activities from new Calendly invitees
Details
Try it
Calendly + Redtail CRM
Create contacts in Redtail for new Calendly invitees
Details
Try it
Calendly + Redtail CRM
Create Redtail CRM activities for new invitee canceled events in Calendly
Details
Try it
Calendly + Redtail CRM
Create Redtail CRM contacts for new invitee-created events in Calendly
Details
Try it
Calendly + Redtail CRM
Create new activities in Redtail CRM when new invitees are created in Calendly
Details
Try it
Calendly + Redtail CRM
Create new Redtail CRM contacts from newly created Calendly invitees
Details
Try it
Calendly + Redtail CRM

Create Redtail CRM activities from new Calendly invitees

Details

Try it

Calendly + Redtail CRM

Create contacts in Redtail for new Calendly invitees

Details

Try it

Calendly + Redtail CRM

Create Redtail CRM activities for new invitee canceled events in Calendly

Details

Try it

Calendly + Redtail CRM

Create Redtail CRM contacts for new invitee-created events in Calendly

Details

Try it

Calendly + Redtail CRM

Create new activities in Redtail CRM when new invitees are created in Calendly

Details

Try it

Calendly + Redtail CRM

Create new Redtail CRM contacts from newly created Calendly invitees

Details

Try it

Calendly + Redtail CRM

Update Redtail CRM activities whenever Calendly invitees cancel
Details
Try it
Calendly + Redtail CRM
Create activities in Redtail CRM for new invitees in Calendly
Details
Try it
Calendly + Redtail CRM

Make work flow with AI

Level up your Calendly to Redtail CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Frequently Asked Questions about Calendly + Redtail CRM integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Calendly and Redtail CRM

How can I connect Calendly with Redtail CRM?

To connect Calendly with Redtail CRM, you need to use our integration platform. First, ensure that you have accounts in both Calendly and Redtail CRM. Using our integration tool, set up a new 'Zap' by selecting Calendly as the trigger app and Redtail CRM as the action app to start the data exchange.

Which triggers can I use from Calendly in the integration?

When integrating with Redtail CRM, you can use triggers from Calendly such as 'Invitee Created', 'Invitee Canceled', or 'Event Scheduled'. These triggers allow us to perform actions in Redtail CRM based on events occurring in your Calendly schedule.

What actions can be performed in Redtail CRM after an event is triggered in Calendly?

Once a trigger from Calendly is detected, actions such as creating a new contact, adding a note to an existing contact, or updating contact details can be automated within Redtail CRM through our integration.

Is it possible to update existing contacts in Redtail CRM when there is a new invitee on Calendly?

Yes, when a new invitee is created on Calendly, we can configure the integration to search for and update existing contact records in Redtail CRM rather than creating new ones. This ensures that all your information stays accurate and up-to-date.

Can I automate the creation of tasks in Redtail CRM based on my Calendly events?

Certainly! You can set up automated workflows where specific events or actions taken within your Calendly account trigger task creation (such as scheduling follow-ups) within your Redtail CRM system.

How do I manage duplicates that may occur when syncing contacts between Calendly and Redtail CRM?

You'll want to utilize filters and paths available during the setup of your workflow. We offer tools that detect potential duplicates before they are created in Redtail CRM after syncing data from calendared events.

Are there any limitations I should be aware of when using this integration?

One limitation may include the rate at which data syncs between platforms depending on your plan levels. It's also important to note any restrictions within either application's API capabilities at times dictate what functionalities are accessible.

Connect Calendly and Redtail CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Calendly and Redtail CRM to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Webhook subscription scope
  Required
Trigger
Instant
Try It
- Webhook subscription scope
  Required
Trigger
Instant
Try It
Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write
- Search
  Required
Action
Search
Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
Try It

Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
Try It
Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
Try It

Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
Try It
- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Event Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
  Required
- Last Name
  Required
- Contact Status
- Activity Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write

- Webhook subscription scope
  Required
Trigger
Instant
Try It
- Event Name
  Required
- Host User
  Required
- Co-hosts
- Duration (in minutes)
  Required
- Time Zone
- Start Date
  Required
- End Date
  Required
- Location Kind
- Location
- Additional Location Info
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
Try It
Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
Try It
Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
Try It
Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
Try It
Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
Try It
Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Contact Status
- Activity Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write
- ID
  Required
- Subject
  Required
- Description
- Activity Type
- Activity Category
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Event Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write

Learn how to automate Calendly on the Zapier blog

Learn how to automate Redtail CRM on the Zapier blog

About Calendly

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.

Learn more Help

Related categories

Scheduling & Booking

About Redtail CRM

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.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect Calendly to Redtail CRM on the world's largest no-code automation platform

Explore Calendly + Redtail CRM Integrations

google-calendar

Integrate Calendly with Redtail CRM to automate your work

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Select a trigger from Calendly

Setup an action from Redtail CRM

That’s it! You just connected Calendly to Redtail CRM

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Set up your first integration

Create Redtail CRM activities from new Calendly invitees

Create contacts in Redtail for new Calendly invitees

Create Redtail CRM activities for new invitee canceled events in Calendly

Create Redtail CRM contacts for new invitee-created events in Calendly

Create new activities in Redtail CRM when new invitees are created in Calendly

Create new Redtail CRM contacts from newly created Calendly invitees

Create Redtail CRM activities from new Calendly invitees

Create contacts in Redtail for new Calendly invitees

Create Redtail CRM activities for new invitee canceled events in Calendly

Create Redtail CRM contacts for new invitee-created events in Calendly

Create new activities in Redtail CRM when new invitees are created in Calendly

Create new Redtail CRM contacts from newly created Calendly invitees

Update Redtail CRM activities whenever Calendly invitees cancel

Create activities in Redtail CRM for new invitees in Calendly

Make work flow with AI

Frequently Asked Questions about Calendly + Redtail CRM integrations

Connect Calendly and Redtail CRM to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Connect Calendly and Redtail CRM to unlock the power of automation

Supported triggers and actions

Learn how to automate Calendly on the Zapier blog

How to send Slack notifications for new Calendly events

How to create Google Calendar events from Calendly

Automatically add new Calendly events to Google Sheets

Learn how to automate Redtail CRM on the Zapier blog

Connect Calendly to Redtail CRM on the world's largest no-code automation platform

Explore Calendly + Redtail CRM Integrations

Explore Calendly + Redtail CRM Integrations