LeadConnector + TidyCal
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.
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 Booking
Triggers when a booking is created.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Cancelled Booking
Triggers when a booking is cancelled.
Try ItNew Contact
Triggers when a contact is added.
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
CampaignRequired
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)
New Booking
Triggers when a booking is created.
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
