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LeadConnector + TidyCal

LeadConnector + TidyCal integrations

Create and update LeadConnector opportunities from new TidyCal bookings

Effortlessly manage your sales pipeline by connecting TidyCal and LeadConnector. With this automation, every time you receive a new booking in TidyCal, it will create or update an opportunity in LeadConnector. Stay organized and never miss a potential sale by streamlining your booking and sales processes.

When this happens...
New BookingTriggers when a booking is created.
TriggerInstant
automatically do this!
Add/Update OpportunityAdds or updates an existing opportunity.
ActionWrite

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More things you can do with TidyCal and LeadConnector

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

- Team
Trigger
Instant
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- Team
Trigger
Instant
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New Contact
Triggers when a contact is added.
Trigger
Instant
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Payment Refunded
Triggers when a booking payment is refunded, in full or in part.
Trigger
Instant
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Subscription Cancelled
Triggers when a booking subscription is cancelled.
Trigger
Instant
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New Team
Lists the teams.
Trigger
Polling
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- Team
  Required
Trigger
Polling
Try It

- Booking ID
  Required
- Reason
- Notify Booker
Action
Write
- Title
  Required
- Description
  Required
- Duration (minutes)
  Required
- URL Slug
  Required
- Padding (minutes)
- Bookable Days Ahead
- Minimum Notice (minutes)
- Slot Interval (minutes)
- Max Bookings Per Slot
- Max Guests Per Booker
- Private
- Require Approval
- Redirect URL
- Price
- Payment Platform
- Currency
Action
Write
- Booking ID
  Required
- New Start Time
  Required
- Notify Booker
Action
Write
- Booking ID
- Booker Email
- Include Team Bookings
Action
Search
- In Pipeline
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Select Pipeline
- Select Stage
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

- Team
Trigger
Instant
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New Booking Type
Lists the booking types.
Trigger
Polling
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Payment Completed
Triggers when a booking payment is completed.
Trigger
Instant
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Store Order Completed
Triggers when a Store order is paid.
Trigger
Instant
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Subscription Started
Triggers when a contact starts a booking subscription.
Trigger
Instant
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- Team
  Required
Trigger
Polling
Try It
- Booking ID
  Required
- Guest Name
  Required
- Guest Email
  Required
Action
Write
- Booking Type
  Required
- Start Time
  Required
- Booker Name
  Required
- Booker Email
  Required
- Booker Timezone
  Required
- Coupon Code
- Question ID
- Answer
Action
Write
- Email
  Required
- Name
- Timezone
- Phone Number
Action
Write
- Booking Type
  Required
- From
  Required
- To
  Required
Action
Search
- Email
  Required
Action
Search
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow ID
  Required
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task Title
  Required
- Task Description
  Required
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn moreLearn moreHelpHelp

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About TidyCal

TidyCal is simple and easy calendar management and booking tool.

Learn moreLearn moreHelpHelp

Related categories

Calendar

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LeadConnector + TidyCal

Create and update LeadConnector opportunities from new TidyCal bookings

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