Latenode
Calendly
JavaScript

Sync new Calendly invitees to Redtail CRM activities

This automation template is designed for CRM and sales teams. When a new invitee schedules an event in Calendly, it automatically creates a corresponding activity record in the Redtail CRM system.

This helps sales teams track and manage their engagement with prospects and customers, ensuring that all interactions are centralized and visible within their CRM. By streamlining this process, teams can improve their lead nurturing and sales pipeline management efforts.

Updated May 8, 2026Est. run: 7sEst. cost: $0.0004
How Latenode estimates time and cost

Latenode bills workflow runs in credits: 1 credit = 30 seconds of processing. Minimum charge per run depends on your plan. Plug-and-Play (PnP) AI nodes are billed separately—each PnP token is $1 USD, charged pay-as-you-go at vendor cost plus a small processing fee, with no API keys required.

Full pricing — how credits work →
CRM & sales

Workflow preview

What this template does

  • Automatically creates a Redtail CRM activity record when a new invitee schedules a Calendly event.
  • Centralizes sales engagement data in the Redtail CRM system for improved lead nurturing and pipeline management.
  • Ensures all customer interactions are tracked and visible within the CRM, providing a comprehensive view of sales activities.
  • Reduces manual data entry and improves productivity for CRM and sales teams.
  • Generates a Redtail CRM activity record containing key event details like invitee name, date, and type.

How it works

1
Trigger

New Calendly Event

When a new event is scheduled in Calendly, this automation is triggered to detect the event details.

2
Logic

Extract Event Details

The automation extracts the details of the new Calendly event, including the event title, time, attendee information, and any other relevant data.

3
Action

Create Redtail CRM Activity

The automation then creates a new activity record in the Redtail CRM system, automatically logging the details of the new Calendly event. This helps the sales team track and manage their engagement with the prospect or customer.

Setup guide

1

Connect Calendly integration

1. In the Latenode Credentials panel, add a new credential for the Calendly integration. Provide your Calendly API key.

2

Connect Redtail CRM integration

1. In the Latenode Credentials panel, add a new credential for the Redtail CRM integration. Provide your Redtail API key.

3

Configure Calendly webhook node

1. Add a Calendly Webhook node to your workflow. 2. In the node settings, select the Calendly credential you created earlier. 3. Configure the node to listen for the 'Event Scheduled' webhook event.

4

Map Calendly event data to Redtail CRM activity

1. Add a Redtail CRM Create Activity node to your workflow. 2. In the node settings, select the Redtail CRM credential you created earlier. 3. Map the relevant Calendly event data (e.g. event name, attendee name, start time) to the corresponding Redtail CRM activity fields.

5

Test and publish the workflow

1. Test your workflow by triggering a new event in Calendly and verifying that the corresponding activity is created in Redtail CRM. 2. Once you're satisfied with the setup, publish your workflow in Latenode to make it available for use.

Requirements

Connect a Calendly account to authorize Latenode's access to your Calendly events
Connect a Redtail CRM account to Latenode to create activity records
Ensure your Latenode workspace has the 'Calendly' and 'JavaScript' nodes enabled
Configure a Latenode flow to listen for new Calendly event invitees and create corresponding Redtail CRM activity records
Verify the new Redtail CRM activity records are being created as expected when Calendly events are scheduled

FAQ

Common questions about this template

Each run uses credits on your Latenode plan. We charge for processing time (1 credit = 30 seconds). Your actual cost depends on your plan and how long the run takes. See pricing plans for plans and how credits work.
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