Anonymous
My feedback
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201 votes
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!
An error occurred while saving the comment Anonymous
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An error occurred while saving the comment Anonymous
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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...
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20 votes
More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time. This suggestion is remaining open and can continue to gather votes and comments!
Anonymous
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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.