Calendly + Redtail CRM
Create one-off meetings in Calendly for new activities in Redtail CRM
Schedule your meetings with ease with this seamless integration between Redtail CRM and Calendly. Once an activity is created in Redtail CRM, this workflow immediately sets up a one-off meeting in your Calendly. No more juggling between apps or missing important client meetings—just create an activity and let the workflow handle the scheduling. It's a practical solution for busy professionals who wish to streamline their schedule management process.
Schedule your meetings with ease with this seamless integration between Redtail CRM and Calendly. Once an activity is created in Redtail CRM, this workflow immediately sets up a one-off meeting in your Calendly. No more juggling between apps or missing important client meetings—just create an activity and let the workflow handle the scheduling. It's a practical solution for busy professionals who wish to streamline their schedule management process.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create One-Off Meeting
Creates a new one-off meeting in Calendly.
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
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Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
