OnePageCRM + TidyCal
Create new OnePageCRM contacts from new TidyCal bookings
Manage your contacts more efficiently with this workflow. When a new booking is made in TidyCal, the customer details are seamlessly transferred and saved in OnePageCRM. This process simplifies customer management, freeing up your time for other tasks. Boost your productivity with this streamlined and efficient workflow.
Manage your contacts more efficiently with this workflow. When a new booking is made in TidyCal, the customer details are seamlessly transferred and saved in OnePageCRM. This process simplifies customer management, freeing up your time for other tasks. Boost your productivity with this streamlined and efficient workflow.
- When this happens...New Booking
Triggers when a booking is created.
- automatically do this!Create Contact
Creates a new contact in OnePageCRM.
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About OnePageCRM
OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.
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About TidyCal
TidyCal is simple and easy calendar management and booking tool.