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EspoCRM + TidyCal

Create new EspoCRM leads from new TidyCal bookings

Ensure each new booking in TidyCal turns into a business opportunity by creating a lead in EspoCRM. This workflow simplifies your lead management, making sure every potential client is accounted for. Seamlessly transform your bookings into viable leads, and stay ahead in your lead conversion journey with this easy-to-use automation.

When this happens...
New BookingTriggers when a booking is created.
TriggerInstant
automatically do this!
Create LeadCreates a Lead in EspoCRM.
ActionWrite

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More things you can do with TidyCal and EspoCRM

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

- Team
Trigger
Instant
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- Team
Trigger
Instant
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New Contact
Triggers when a contact is added.
Trigger
Instant
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Payment Refunded
Triggers when a booking payment is refunded, in full or in part.
Trigger
Instant
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Subscription Cancelled
Triggers when a booking subscription is cancelled.
Trigger
Instant
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New Team
Lists the teams.
Trigger
Polling
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- Team
  Required
Trigger
Polling
Try It

- Booking ID
  Required
- Reason
- Notify Booker
Action
Write
- Title
  Required
- Description
  Required
- Duration (minutes)
  Required
- URL Slug
  Required
- Padding (minutes)
- Bookable Days Ahead
- Minimum Notice (minutes)
- Slot Interval (minutes)
- Max Bookings Per Slot
- Max Guests Per Booker
- Private
- Require Approval
- Redirect URL
- Price
- Payment Platform
- Currency
Action
Write
- Booking ID
  Required
- New Start Time
  Required
- Notify Booker
Action
Write
- Booking ID
- Booker Email
- Include Team Bookings
Action
Search
New Lead
Triggers when a new Lead is created.
Trigger
Instant
Try It
- First Name
- Last Name
- Account Name
- Email Address
- Phone Number
- Status
- Source
- Assigned User ID
- Description
- Title
- Address Street
- Address City
- Address Country
- Address State
- Address Postal Code
- Website
- Opportunity Amount
Action
Write
- Lead Capture API Key
  Required
- First Name
  Required
- Last Name
  Required
- Email Address
- Phone Number
- Description
- Account Name
- Address Street
- Address City
- Address Country
- Address State
- Address Postal Code
- Title
- Website
- Opportunity Amount
Action
Write
- Text Filter
  Required
- Primary Filter
Action
Search

- Team
Trigger
Instant
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New Booking Type
Lists the booking types.
Trigger
Polling
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Payment Completed
Triggers when a booking payment is completed.
Trigger
Instant
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Store Order Completed
Triggers when a Store order is paid.
Trigger
Instant
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Subscription Started
Triggers when a contact starts a booking subscription.
Trigger
Instant
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- Team
  Required
Trigger
Polling
Try It
- Booking ID
  Required
- Guest Name
  Required
- Guest Email
  Required
Action
Write
- Booking Type
  Required
- Start Time
  Required
- Booker Name
  Required
- Booker Email
  Required
- Booker Timezone
  Required
- Coupon Code
- Question ID
- Answer
Action
Write
- Email
  Required
- Name
- Timezone
- Phone Number
Action
Write
- Booking Type
  Required
- From
  Required
- To
  Required
Action
Search
- Email
  Required
Action
Search
Updated Lead Status
Triggers when a Lead Status is updated.
Trigger
Instant
Try It
- ID
  Required
Action
Write
- ID
  Required
- Status
- Assigned User ID
Action
Write
- Text Filter
  Required
- Primary Filter
- First Name
- Last Name
- Account Name
- Email Address
- Phone Number
- Status
- Source
- Assigned User ID
- Description
- Title
- Address Street
- Address City
- Address Country
- Address State
- Address Postal Code
- Website
- Opportunity Amount
Action
Search or write

About EspoCRM

EspoCRM is a highly customizable open source CRM software.

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Related categories

CRM (Customer Relationship Management)

About TidyCal

TidyCal is simple and easy calendar management and booking tool.

Learn moreLearn moreHelpHelp

Related categories

Calendar