Calendly + Redtail CRM
Update Redtail CRM activities whenever Calendly invitees cancel
Keep your Redtail CRM activities up to date with this workflow. It springs into action when an invitee cancels an appointment in Calendly, immediately updating the corresponding activity in Redtail CRM. This ensures your CRM reflects the most current interactions and status changes, saving you the manual work of updating each cancellation.
Keep your Redtail CRM activities up to date with this workflow. It springs into action when an invitee cancels an appointment in Calendly, immediately updating the corresponding activity in Redtail CRM. This ensures your CRM reflects the most current interactions and status changes, saving you the manual work of updating each cancellation.
- When this happens...Invitee Canceled
Triggers when an invitee cancels a scheduled event.
- automatically do this!Update Activity
Updates and existing 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
