EspoCRM + TidyCal

EspoCRM + TidyCal integrations

Create new EspoCRM leads from new TidyCal bookings

Ensure each new booking in TidyCal turns into a business opportunity by creating a lead in EspoCRM. This workflow simplifies your lead management, making sure every potential client is accounted for. Seamlessly transform your bookings into viable leads, and stay ahead in your lead conversion journey with this easy-to-use automation.

When this happens...
New BookingTriggers when a booking is created.
TriggerPolling
automatically do this!
Create LeadCreates a Lead in EspoCRM.
ActionWrite

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More things you can do with TidyCal and EspoCRM

Discover other triggers and actions you can use with TidyCal and EspoCRM

Cancelled Booking
Triggers when a booking is cancelled.
Trigger
Polling
Try It
Rescheduled Booking
Triggers when a booking is rescheduled.
Trigger
Polling
Try It
New Contact
Triggers when a contact is added.
Trigger
Polling
Try It
- Team
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Instant
Try It

- First Name
- Last Name
- Account Name
- Email Address
- Phone Number
- Status
- Source
- Assigned User ID
- Description
- Title
- Address Street
- Address City
- Address Country
- Address State
- Address Postal Code
- Website
- Opportunity Amount
Action
Write
- Lead Capture API Key
  Required
- First Name
  Required
- Last Name
  Required
- Email Address
- Phone Number
- Description
- Account Name
- Address Street
- Address City
- Address Country
- Address State
- Address Postal Code
- Title
- Website
- Opportunity Amount
Action
Write

- Text Filter
  Required
- Primary Filter
Action
Search

New Booking
Triggers when a booking is created.
Trigger
Polling
Try It
New Booking Type
Lists the booking types.
Trigger
Polling
Try It
New Team
Lists the teams.
Trigger
Polling
Try It
- Team
  Required
Trigger
Polling
Try It
Updated Lead Status
Triggers when a Lead Status is updated.
Trigger
Instant
Try It
- ID
  Required
Action
Write
- ID
  Required
- Status
- Assigned User ID
Action
Write
- Text Filter
  Required
- Primary Filter
- First Name
- Last Name
- Account Name
- Email Address
- Phone Number
- Status
- Source
- Assigned User ID
- Description
- Title
- Address Street
- Address City
- Address Country
- Address State
- Address Postal Code
- Website
- Opportunity Amount
Action
Search or write

About EspoCRM

EspoCRM is a highly customizable open source CRM software.

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Related categories

CRM (Customer Relationship Management)

About TidyCal

TidyCal is simple and easy calendar management and booking tool.

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Related categories

Calendar