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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