LeadConnector + TidyCal
Create and update opportunities in LeadConnector for new bookings in TidyCal
Automate your workflow with this efficient solution that connects TidyCal and LeadConnector. When a new booking is secured in TidyCal, an opportunity will be instantly created or updated in your LeadConnector system. This automation not only lets you stay on top of the booking influx but also ensures that every opportunity in LeadConnector is up-to-date, letting you focus more on customer engagement and less on manual data entry.
Automate your workflow with this efficient solution that connects TidyCal and LeadConnector. When a new booking is secured in TidyCal, an opportunity will be instantly created or updated in your LeadConnector system. This automation not only lets you stay on top of the booking influx but also ensures that every opportunity in LeadConnector is up-to-date, letting you focus more on customer engagement and less on manual data entry.
- 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
