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Salesflare + TidyCal

Salesflare + TidyCal integrations

Create new Salesflare contacts from new TidyCal bookings

Experience smooth customer management when new bookings come in through TidyCal by utilizing this workflow. As soon as a booking is created on TidyCal, the corresponding contact is seamlessly crafted in Salesflare. Say goodbye to tedious manual data entries with an efficient solution that updates your contacts in real-time, ensuring swift and effortless tracking of your customers.

When this happens...
New BookingTriggers when a booking is created.
TriggerPolling
automatically do this!
Create ContactCreates a new contact.
ActionWrite

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More things you can do with TidyCal and Salesflare

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

Cancelled Booking
Triggers when a booking is cancelled.
Trigger
Polling
Try It
Rescheduled Booking
Triggers when a booking is rescheduled.
Trigger
Polling
Try It
New Contact
Triggers when a contact is added.
Trigger
Polling
Try It
- Team
  Required
Trigger
Polling
Try It
- Tag
Trigger
Polling
Try It

- Owner
- Assignee
- Stage
- Tag
- Min Value
- Max Value
Trigger
Polling
Try It
- Workflow
  Required
- Event
Trigger
Polling
Try It

- Account
  Required
- Contact
  Required
Action
Write
- Name
- Update if Account Already Exists
- Website
- Contact Name
- Contact Email
- Description
- Email
- Tag
- Phone Number
- Street
- Zip
- City
- State/Region
- Country
- Size
- Picture
- Social Profile
- Custom Fields
Action
Write
- Name
- Email
- First Name
- Last Name
- Tag
- Picture
- Birthdate
- Phone Number
- Mobile Phone Number
- Home Phone Number
- Fax Number
- Street
- Zip
- City
- State/Region
- Country
- Social Profile
- Position Role
- Position Organisation
- Custom Fields
Action
Write
- Account
  Required
- Body
  Required
- Note Date
Action
Write
- Description
  Required
- Account
- Reminder Date
- Assignees
Action
Write
- Account
  Required
- Name
- Website
- Description
- Email
- Tag
- Phone Number
- Street
- Zip
- City
- State/Region
- Country
- Size
- Picture
- Social Profile
- Custom Fields
Action
Write
- Opportunity
  Required
- Name
- Account
- Stage
- Owner
- Assignee
- Value
- Close Date
- Tag
- Custom Fields
Action
Write
- Id
- Name
- Email
- Phone Number
- Account
- Tag
Action
Search
- Id
- Name
- Email
Action
Search
- Id
- Name
- Email
Action
Search
- Id
- Name
- Domain
- Tag
- Update if Account Already Exists
- Website
- Contact Name
- Contact Email
- Description
- Email
- Tag
- Phone Number
- Street
- Zip
- City
- State/Region
- Country
- Size
- Picture
- Social Profile
- Custom Fields
Action
Search or write

New Booking
Triggers when a booking is created.
Trigger
Polling
Try It
New Booking Type
Lists the booking types.
Trigger
Polling
Try It
New Team
Lists the teams.
Trigger
Polling
Try It
- Team
  Required
Trigger
Polling
Try It
- Tag
- Type
Trigger
Polling
Try It
- Account
- Type
Trigger
Polling
Try It
- Workflow
  Required
- Step Number
  Required
- Event
  Required
Trigger
Polling
Try It
- Account
  Required
- User
  Required
Action
Write
- Start Date
  Required
- End Date
- Subject
- Description
- Notes
- Participants
Action
Write
- Start Date
  Required
- End Date
- Subject
- Description
- Notes
- Participants
Action
Write
- Name
- Link to Existing or New Account
- Account Name
- Account Website
- Contact Name
- Contact Email
- Stage
- Owner
- Assignee
- Value
- Close Date
- Tag
- Custom Fields
Action
Write
- Workflow
  Required
- Contact
  Required
- Met Goal?
  Required
Action
Write
- Contact
  Required
- Name
- Email
- First Name
- Last Name
- Tag
- Picture
- Birthdate
- Phone Number
- Mobile Phone Number
- Home Phone Number
- Fax Number
- Street
- Zip
- City
- State/Region
- Country
- Social Profile
- Position Role
- Position Organisation
- Custom Fields
Action
Write
- Id
- Name
- Domain
- Tag
Action
Search
- Id
- Name
- Account
Action
Search
- Stage
- Pipeline Name
- Stage Name
Action
Search
- Workflow Name
  Required
Action
Search
- Id
- Name
- Email
- Phone Number
- Account
- Tag
- First Name
- Last Name
- Tag
- Picture
- Birthdate
- Mobile Phone Number
- Home Phone Number
- Fax Number
- Street
- Zip
- City
- State/Region
- Country
- Social Profile
- Position Role
- Position Organisation
- Custom Fields
Action
Search or write

About Salesflare

Salesflare is a B2B sales CRM that automatically captures contacts, emails, meetings and relationship data, so teams spend less time on CRM admin.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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About TidyCal

TidyCal is simple and easy calendar management and booking tool.

Learn moreLearn moreHelpHelp

Related categories

Calendar