LeadConnector + TidyCal
Add new TidyCal bookings to LeadConnector as updated contacts
Keep your client information up-to-date and enjoy seamless customer relationship management with this automation. As soon as a new booking is made in TidyCal, the contact details are instantly added or updated in LeadConnector. This efficient system not only aids in keeping track of your customer details but also minimizes the chance of error caused by manual data entry. In just a few steps, this workflow ensures a streamlined process between your scheduling tool and lead management.
Keep your client information up-to-date and enjoy seamless customer relationship management with this automation. As soon as a new booking is made in TidyCal, the contact details are instantly added or updated in LeadConnector. This efficient system not only aids in keeping track of your customer details but also minimizes the chance of error caused by manual data entry. In just a few steps, this workflow ensures a streamlined process between your scheduling tool and lead management.
- When this happens...New Booking
Triggers when a booking is created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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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
