Calendly + Redtail CRM
Create activities in Redtail CRM for new invitees in Calendly
Stay organized and efficient with this seamless integration between Calendly and Redtail CRM. When a new Calendly invitee is created, this workflow promptly initiates an activity in Redtail CRM, keeping your records updated. This smooth process ensures you can spend more time nurturing relationships and less time updating your CRM.
Stay organized and efficient with this seamless integration between Calendly and Redtail CRM. When a new Calendly invitee is created, this workflow promptly initiates an activity in Redtail CRM, keeping your records updated. This smooth process ensures you can spend more time nurturing relationships and less time updating your CRM.
- 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
