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1. Calendly Integration

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   11 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

   This suggestion is remaining open and can continue to gather votes and comments!

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   David Smith commented  ·  Nov 10, 2021  ·  Delete…

   It also needs to allow an automated workflow to begin.

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   David Smith commented  ·  Nov 10, 2021  ·  Delete…

   This integration needs to insert the appointment setters name in "linked contact" field

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   David Smith supported this idea  ·  Nov 10, 2021