Skip to content

Anonymous

My feedback

2 results found

  1. 195 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    Anonymous commented  · 

    All of these comments are accurate. Also, the workaround via Outlook calendar is not stable and has connectivity issues. Zapier has a solution but is expensive and not real time from what I see.

    Anonymous supported this idea  · 
    An error occurred while saving the comment
    Anonymous commented  · 

    Direct integration with Calendly (or similar) is needed! Right now, Redtail makes this "possible" via Outlook (Connect Calendly to Outlook and Redtail to Outlook) BUT the massive issue is that any appointment created via Calendly will not generate a workflow. For example, we have meeting types that each generate its own workflow, so we need the online scheduler to kickoff the workflow. Right now, we need to manually create a workflow whenever a client schedules, which is terrible...

  2. 18 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Anonymous shared this idea  · 

Feedback and Knowledge Base