Connect Calendly and Redtail CRM to power AI-driven automation

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Launch your first automated workflow

Start with a template that brings Calendly and Redtail CRM together. Build enterprise-grade automation in minutes.

Our most popular template

Create Redtail CRM activities from new Calendly invitees
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Calendly + Redtail CRM
Create Redtail CRM activities for new invitee canceled events in Calendly
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Calendly + Redtail CRM
Update Redtail CRM activities whenever Calendly invitees cancel
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Calendly + Redtail CRM
Create contacts in Redtail for new Calendly invitees
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Calendly + Redtail CRM
Create Redtail CRM contacts for new invitee-created events in Calendly
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Calendly + Redtail CRM
Create new activities in Redtail CRM when new invitees are created in Calendly
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Calendly + Redtail CRM

Create Redtail CRM activities from new Calendly invitees

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Calendly + Redtail CRM

Create Redtail CRM activities for new invitee canceled events in Calendly

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Calendly + Redtail CRM

Update Redtail CRM activities whenever Calendly invitees cancel

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Calendly + Redtail CRM

Create contacts in Redtail for new Calendly invitees

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Calendly + Redtail CRM

Create Redtail CRM contacts for new invitee-created events in Calendly

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Calendly + Redtail CRM

Create new activities in Redtail CRM when new invitees are created in Calendly

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Calendly + Redtail CRM

Create new Redtail CRM contacts from newly created Calendly invitees
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Calendly + Redtail CRM
Create activities in Redtail CRM for new invitees in Calendly
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Calendly + Redtail CRM

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Calendly with Redtail CRM - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Contact Created" from Calendly.

Add your action

An action happens after the trigger—such as "Create Activity" in Redtail CRM.

You’re connected!

Zapier seamlessly connects Calendly and Redtail CRM, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
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- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
Try It
- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
Try It
- Routing Form
Trigger
Instant
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- Event Name
  Required
- Host User
  Required
- Co-hosts
- Duration (in minutes)
  Required
- Time Zone
- Start Date
  Required
- End Date
  Required
- Location Kind
- Location
- Additional Location Info
Action
Write
- Event Type
  Required
- Start Time
  Required
- Invitee Email
  Required
- Invitee Full Name
- Invitee First Name
- Invitee Last Name
- Invitee Timezone
  Required
- Location Type
- Text Reminder Phone Number
- Event Guests
- Questions
- Answers
- Enable Invitee Tracking
Action
Write

- Free Plan Copy
- OAuth Scope Permissions
- Contact UUID
  Required
- Name
- Email
- Email Is Primary
- Phone Number
- Timezone
- Job Title
- Company
- Country
- State
- City
- LinkedIn
Action
Write
Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write
- Event UUID
  Required
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Sort
- Email
- Phone Number
- Timezone
- Name
- Job Title
- Company
- Country
- State
- City
Action
Search
Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
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Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Keywords
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write
- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- Search Instructions
- Name
- Email
- Phone Number
Action
Search
- Search Instructions
- Name
- Email
- Phone Number
- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Keywords
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Search or write

- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
Event Canceled
Triggers when an event is canceled.
Trigger
Polling
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- Free Plan Copy
- Webhook subscription scope
  Required
- Event Type
Trigger
Instant
Try It
- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
- Event UUID
  Required
- Reason
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Name
  Required
- Email
  Required
- Email Is Primary
- Phone Number
- Timezone
- Job Title
- Company
- Country
- State
- City
- LinkedIn
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Contact UUID
  Required
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Contact UUID
  Required
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search
- Search
  Required
Action
Search
Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
Try It
- Linked To
Trigger
Polling
Try It
Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
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- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Keywords
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
- Search Instructions
- Search Start Date
  Required
- Search End Date
  Required
- Subject
- Contact ID
- Users
Action
Search
- Search Instructions
- Search Start Date
  Required
- Search End Date
  Required
- Subject
  Required
- Contact ID
- Users
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Search or write

For AI agents & developers

Use Calendly and Redtail CRM with AI agents and code

Beyond Zap workflows. Call Calendly and Redtail CRM actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Calendly and Redtail CRM actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Cancel an Event
Create Activity

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Calendly and Redtail CRM actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* calendly / redtailcrm action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Calendly and Redtail CRM

Add new meeting invitees to Redtail CRM

When a new invitee schedules a meeting in Calendly, Zapier will automatically create a new contact in Redtail CRM using the invitee's details. This eliminates manual input, improves CRM accuracy, and ensures no potential client falls through the cracks.

Business Owner

Try it

Sync Calendly scheduled events to Redtail CRM activities

When an invitee schedules an event in Calendly, Zapier will log it as an activity in Redtail CRM. This helps marketing teams align their campaigns with scheduled client meetings, providing better insights for lead nurturing and campaign effectiveness.

Marketing & Marketing Ops

Try it

Track no-shows from Calendly in Redtail CRM

When an invitee is marked as a no-show in Calendly, Zapier will create an activity update in Redtail CRM to track missed meetings. This allows project managers to follow up promptly and maintain oversight on client interactions.

Project Management

Try it

Learn how to automate Calendly on the Zapier blog

Make work flow with AI

Level up your Calendly to Redtail CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Calendly + Redtail CRM integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Calendly and Redtail CRM

How can I connect Calendly with Redtail CRM?

To connect Calendly with Redtail CRM, you need to use our integration platform. First, ensure that you have accounts in both Calendly and Redtail CRM. Using our integration tool, set up a new 'Zap' by selecting Calendly as the trigger app and Redtail CRM as the action app to start the data exchange.

Which triggers can I use from Calendly in the integration?

When integrating with Redtail CRM, you can use triggers from Calendly such as 'Invitee Created', 'Invitee Canceled', or 'Event Scheduled'. These triggers allow us to perform actions in Redtail CRM based on events occurring in your Calendly schedule.

What actions can be performed in Redtail CRM after an event is triggered in Calendly?

Once a trigger from Calendly is detected, actions such as creating a new contact, adding a note to an existing contact, or updating contact details can be automated within Redtail CRM through our integration.

Is it possible to update existing contacts in Redtail CRM when there is a new invitee on Calendly?

Yes, when a new invitee is created on Calendly, we can configure the integration to search for and update existing contact records in Redtail CRM rather than creating new ones. This ensures that all your information stays accurate and up-to-date.

Can I automate the creation of tasks in Redtail CRM based on my Calendly events?

Certainly! You can set up automated workflows where specific events or actions taken within your Calendly account trigger task creation (such as scheduling follow-ups) within your Redtail CRM system.

How do I manage duplicates that may occur when syncing contacts between Calendly and Redtail CRM?

You'll want to utilize filters and paths available during the setup of your workflow. We offer tools that detect potential duplicates before they are created in Redtail CRM after syncing data from calendared events.

Are there any limitations I should be aware of when using this integration?

One limitation may include the rate at which data syncs between platforms depending on your plan levels. It's also important to note any restrictions within either application's API capabilities at times dictate what functionalities are accessible.

About Calendly

Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Connect Calendly and Redtail CRM to power AI-driven automation

Launch your first automated workflow

Create Redtail CRM activities from new Calendly invitees

Create Redtail CRM activities for new invitee canceled events in Calendly

Update Redtail CRM activities whenever Calendly invitees cancel

Create contacts in Redtail for new Calendly invitees

Create Redtail CRM contacts for new invitee-created events in Calendly

Create new activities in Redtail CRM when new invitees are created in Calendly

Create Redtail CRM activities from new Calendly invitees

Create Redtail CRM activities for new invitee canceled events in Calendly

Update Redtail CRM activities whenever Calendly invitees cancel

Create contacts in Redtail for new Calendly invitees

Create Redtail CRM contacts for new invitee-created events in Calendly

Create new activities in Redtail CRM when new invitees are created in Calendly

Create new Redtail CRM contacts from newly created Calendly invitees

Create activities in Redtail CRM for new invitees in Calendly

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Calendly and Redtail CRM with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Calendly and Redtail CRM

Add new meeting invitees to Redtail CRM

Sync Calendly scheduled events to Redtail CRM activities

Track no-shows from Calendly in Redtail CRM

Learn how to automate Calendly on the Zapier blog

How to send Slack notifications for new Calendly events

How to create Google Calendar events from Calendly

Automatically add new Calendly events to Google Sheets

Make work flow with AI

Frequently Asked Questions about Calendly + Redtail CRM integrations

Connect Calendly to Redtail CRM on the world's largest no-code automation platform