Calendly works with your calendar to automatically check availability and help you connect with your best contacts, prospects and clients. We do not have a direct integration with Calendly, but through the use of our Retriever Cloud-Office 365 integration, we can connect our platforms!
After following instructions provided here to set up syncing between Redtail CRM and Office 365, you can follow the below instructions to begin syncing with Calendly.
- Under the Calendar Connection menu in Calendly, select Office365/Outlook.com:
You'll then be prompted to log in to Office 365 email to connect:
Back in Calendly, under the Check Calendar for Conflicts and Add new events to calendar sections, designate the Redtail calendar and click Save at the bottom of the page: