Calendly + Redtail CRM
Create new activities in Redtail CRM when new invitees are created in Calendly
When a new booking is made in Calendly, this workflow ensures that a related activity is promptly created in Redtail CRM. By connecting your Calendly and Redtail CRM, you can continuously keep track of your customer interactions without manual data entry, making your client management more efficient. Efficiently streamlining scheduling with customer management has never been easier.
When a new booking is made in Calendly, this workflow ensures that a related activity is promptly created in Redtail CRM. By connecting your Calendly and Redtail CRM, you can continuously keep track of your customer interactions without manual data entry, making your client management more efficient. Efficiently streamlining scheduling with customer management has never been easier.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Activity
Creates a new activity in your database.
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Webhook subscription scopeRequired
Try ItWebhook subscription scopeRequired
Try ItCancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
SearchRequired
Webhook subscription scopeRequired
Try ItEvent NameRequired
Host UserRequired
Co-hosts
Duration (in minutes)Required
Time Zone
Start DateRequired
End DateRequired
Location Kind
Location
Additional Location Info
Mark Invitee as No Show
Marks a specific invitee as a no show.
Activity Created
Triggers when a new activity is created in your database.
Try It
