Calendly + Redtail CRM
Create new Redtail CRM contacts from newly created Calendly invitees
Easily manage your new appointments with this streamlined process. Once a new invitee schedules a meeting in Calendly, their details are instantly transferred to Redtail CRM as a new contact. This automation not only saves time but also ensures no potential client is ever missed. Perfect for businesses who want to focus more on engagements rather than data entry.
Easily manage your new appointments with this streamlined process. Once a new invitee schedules a meeting in Calendly, their details are instantly transferred to Redtail CRM as a new contact. This automation not only saves time but also ensures no potential client is ever missed. Perfect for businesses who want to focus more on engagements rather than data entry.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Contact
Creates a new contact 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
