Calendly + Redtail CRM
Create Redtail CRM activities from new Calendly invitees
Here's a smart way to get your new meeting attendees into your CRM- with an easy integration! After set up, new Calendly invitees will automatically generate Redtail CRM activities. From there, you can add any relevant info you may need or share the info with team members.
Here's a smart way to get your new meeting attendees into your CRM- with an easy integration! After set up, new Calendly invitees will automatically generate Redtail CRM activities. From there, you can add any relevant info you may need or share the info with team members.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Activity
Creates a new activity in your database.
- Free forever for core features
- 14 day trial for premium features & apps
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
