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.

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.

  1. When this happens...
    TidyCalTidyCal
    New Booking

    Triggers when a booking is created.

    TriggerPolling
  2. automatically do this!
    EspoCRMEspoCRM
    Create Lead

    Creates a Lead in EspoCRM.

    ActionWrite
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Supported triggers and actions

espocrm-1 logo
espocrm-1 logo

About EspoCRM

EspoCRM is a highly customizable open source CRM software.

Related categories

  • CRM (Customer Relationship Management)
tidycal logo
tidycal logo

About TidyCal

TidyCal is simple and easy calendar management and booking tool.
Learn more

Related categories

  • Calendar