How to Connect your Calendar

1. Connect Calendly step-by-step guide
2. Connect Schedule Once step-by-step guide
3. Connect Microsoft Bookings step-by-step guide
4. Connect Acuity Scheduling step-by-step guide
5. Connect Hubspot Meetings step-by-step guide

Connect Calendly to your Redtail Calendar

Instructional Video 📺

**https://www.youtube.com/watch?v=4KrjJTNVSjw&t=2035s**

Here’s the Zapier template

**https://zapier.com/shared/fa6f73122475c9dcece23a72b4a2cb4f96644287**

To connect Calendly to Redtail CRM Calendar using Zapier, follow these steps:

1. Prepare Your Accounts:
   • Ensure you're subscribed to the Calendly Standard Plan to use Zapier.
   • Have a free or paid Zapier account. More advanced features may require a paid account.
2. Connect Calendly to Zapier:
   • On any Calendly page, click on "Integrations".
   • Select "Zapier" and then "Unique API key".
   • Copy this API key for later use.
3. Set Up a Test Event in Calendly:
   • In Calendly, go to your homepage, select an event type, and view the booking page.
   • Fill out the details and schedule the event. This provides sample data for testing in Zapier.
4. Create a Zap:
   • Log into your Zapier account.
   • Create a new Zap and choose Calendly as the Trigger app.
   • Select the event type (e.g., "Invitee Created" or "Invitee Canceled").
   • Connect to Calendly using the previously copied API key.
   • Set up the Trigger by choosing either a user or organization webhook subscription scope.
   • Test the Trigger with the invitee data from the test event you scheduled in Calendly.
5. Set Up Redtail CRM Actions:
   • After setting up the Trigger, select Redtail CRM as the action app.
   • Choose the specific action you want to happen in Redtail CRM when the Calendly event occurs (e.g., creating a new contact, updating an opportunity).
   • Configure the Redtail CRM action details.