Manage cancelled TidyCal bookings by adding or updating LeadConnector opportunities
Effortlessly manage your sales pipeline when a booking is cancelled in TidyCal by adding or updating an opportunity in LeadConnector. This automated workflow ensures that your leads remain up-to-date, enabling your sales team to respond quickly to changes and streamline your sales process.
Effortlessly manage your sales pipeline when a booking is cancelled in TidyCal by adding or updating an opportunity in LeadConnector. This automated workflow ensures that your leads remain up-to-date, enabling your sales team to respond quickly to changes and streamline your sales process.
- When this happens...Cancelled Booking
Triggers when a booking is cancelled.
- 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