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  1. 197 votes
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    4 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous supported this idea  · 
  2. 32 votes
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  3. 23 votes
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  4. 201 votes
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    Anonymous commented  · 

    We definitely need this!! We are testing the workaround that syncs through the Cloud Retriever for Office 365, but it is clunky and there are several issues:

    1. Every appointment created through Calendly shows up in Redtail as a Task - not as the specific appointment type that we would want.
    2. The Event Name on the Redtail calendar shows the names of the attendees - NOT the actual event name or subject of the meeting created in Calendly.
    3. Existing contacts already in Redtail do not appear to attach correctly to appointments created in Calendly.

    I understand that any type of workaround like this will always have issues. The only really good solution would be for Redtail to integrate directly with Calendly - like Calendly does with Salesforce.

    Hopefully you can put that on the docket for the near future??

  5. 137 votes
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    Anonymous supported this idea  · 

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