Close + TidyCal Integration

Integrate Close to TidyCal in one click, or tell Integrately AI how you want each booking handled. Capture new meetings as CRM leads, update your contact records, alert your sales team, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Close
    Opportunity status change activity is updated in Close Instant
  • Close
    Custom activity is created or updated in Close Instant
  • Close
    Lead Status change is created in Close Instant
  • Close
    Export is created in Close Instant
  • Close
    Membership is activated in Close Instant
  • Close
    Email Sequence Subscription created or updated in Close Instant
  • Close
    Lead is created using search query in Close
  • Close
    Lead is created in Close Instant
  • Close
    Contact is created in Close Instant
  • Close
    Contact is updated in Close Instant
  • Close
    Opportunity status change activity is created in Close Instant
  • Close
    Opportunity is created in Close Instant
  • Close
    Email is created in Close Instant
  • Close
    Call record is updated in Close Instant
  • Close
    Call record is created in Close Instant
  • Close
    Task is created in lead in Close Instant
  • Close
    SMS is created in Close Instant
  • Close
    Meeting is created in Close Instant
  • Close
    Note is created in Close
  • TidyCal
    Booking is created in TidyCal
  • TidyCal
    Booking is cancelled in TidyCal
  • TidyCal
    Contact is created in TidyCal
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2.
  • Close
    Search contact in Close
  • Close
    Update lead in Close
  • Close
    Search lead in Close
  • Close
    Create lead in Close
  • Close
    Update task in Close
  • Close
    Create task in Close
  • Close
    Search task in Close
  • Close
    Search opportunity in Close
  • Close
    Update opportunity in Close
  • Close
    Create opportunity in Close
  • Close
    Create contact in Close
  • Close
    Update contact in Close
  • Close
    Create note in Close
  • Close
    Update note in Close
  • Close
    Search note in Close
  • Close
    Create email in Close
  • Close
    Search user in Close
  • Close
    Create SMS in Close
  • Close
    Create custom activity in Close
  • Close
    Run activity overview report in Close
  • Close
    Delete logged call in Close
  • Close
    Create export in Close
  • Close
    Run sent email report in Close
  • Close
    Subscribe Contact to Email Sequence in Close
  • Close
    Search custom activity in Close
  • Close
    Add address to lead in Close
  • Close
    Delete email in Close
  • Close
    Merge two leads in Close
  • Close
    Create bulk email in Close
  • Close
    Run opportunity report in Close
  • Close
    Create smart view in Close
  • Close
    Run status change report in Close
  • Close
    Toggle Forwarding on Phone Number in Close
  • Close
    Update custom activity in Close
  • Close
    Update smart view in Close
  • Close
    Update email sequence subscription in Close
  • Close
    Delete email address from contact in Close
  • Close
    Create bulk sequence subscription action in Close
  • Close
    Search email sequence subscription in Close
  • Close
    Search number of Leads in Query in Close
  • Close
    Search connected account in Close
  • Close
    Get activity by id in Close
  • Close
    Create call in Close
  • Close
    Update call in Close
  • Close
    Search call in Close

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Ready Workflows Ready Workflows for Close + TidyCal Integration

Capture bookings, create CRM records, update contact details, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
TidyCal + Close Integration

Create Close opportunity for new TidyCal event

In your business, you may need to track when someone is invited to an event. You can do this by creating a opportunity in Close.

But manually creating a opportunity can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in TidyCal, it will trigger a corresponding opportunity creation in Close.

This makes it easy to keep track of all the interactions that person has with your company. By using opportunity, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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TidyCal + Close Integration

Create Close task for new TidyCal event

Creating task in Close is a great way to keep track of task that need to be completed when an event is created in your TidyCal account.

With the help of this integration, when an event is created, a task will be automatically created in Close and will include the details of the event (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Close + TidyCal flow

Extend your booking workflows by connecting calendar management, messaging, and communication tools. Pick a combination and activate it in one click.

Close
TidyCal
+
Google CalendarGoogle Calendar (8)
+
ZoomZoom (8)
+
SlackSlack (8)
+
GmailGmail (8)
+
StripeStripe (8)
+
MailchimpMailchimp (8)
T
G
C
Create a Google Calendar event for every new TidyCal booking and create the corresponding lead in Close
Every TidyCal booking instantly creates a Google Calendar event and a new lead in Close without manual scheduling.
T
G
C
Add attendees to Google Calendar from a TidyCal booking and create the contact in Close
Sync new TidyCal booking participants into Google Calendar and create matching contacts in Close instantly.
T
G
C
When a TidyCal booking is cancelled, update the Google Calendar event and update the lead in Close
Cancelled TidyCal bookings automatically update your Google Calendar schedule and adjust the lead status in Close.
T
G
C
Create a Google Calendar meeting for a TidyCal contact and update the task in Close
New TidyCal contacts generate Google Calendar meetings and update pending tasks in Close automatically.
T
G
C
If a TidyCal booking includes VIP notes, create a priority Google Calendar event and add an urgent lead in Close
Route high-priority TidyCal bookings into Google Calendar with special flags and create urgent leads in Close.
G
C
T
When a Google Calendar event ends, update the lead in Close and create a follow-up note
Completed meetings in Google Calendar trigger lead updates and note creation in Close automatically.
T
G
C
Use Claude to summarise TidyCal booking responses, create a Google Calendar briefing event, and create the lead in Close
Claude analyses TidyCal booking details, schedules a Google Calendar briefing, and creates the lead in Close.
T
G
C
S
Turn every TidyCal booking into a Google Calendar meeting, create the lead in Close, and notify your sales team in Slack
TidyCal bookings populate Google Calendar, generate a Close lead, and alert your sales team in Slack.

Supported triggers and actions for Close and TidyCal

Mix and match to build the exact automation you need

Close
Close Triggers & Actions
Instant
Opportunity status change activity is updated in Close
Triggers the automation when the status of any opportunity changes
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Instant
Custom activity is created or updated in Close
Triggers the automation when a custom activity is created or updated
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Instant
Lead Status change is created in Close
Triggers the automation when the status of a lead changes
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Instant
Export is created in Close
Triggers the automation when a new export occurs
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Instant
Membership is activated in Close
Triggers the automation when a membership is activated
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Instant
Email Sequence Subscription created or updated in Close
Triggers the automation when a subscriber is added or updated
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Lead is created using search query in Close
Triggers the automation when a new lead has been added based on search criteria
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Instant
Lead is created in Close
Triggers the automation when a new lead is created
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Instant
Contact is created in Close
Triggers the automation when a new contact is created
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Instant
Contact is updated in Close
Triggers the automation when a contact is updated
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Instant
Opportunity status change activity is created in Close
Triggers the automation when the status of any opportunity changes
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Instant
Opportunity is created in Close
Triggers the automation when any opportunity is updated
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Instant
Email is created in Close
Triggers the automation when a new email is created
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Instant
Call record is updated in Close
Triggers the automation when call details are modified
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Instant
Call record is created in Close
Triggers the automation when a new call record is created
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Instant
Task is created in lead in Close
Triggers the automation when a new task is created for any lead
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Instant
SMS is created in Close
Triggers the automation when a SMS is created
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Instant
Meeting is created in Close
Triggers the automation when a new meeting is scheduled
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Note is created in Close
Triggers the automation when a new note is created
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Search contact in Close
Finds and retrieves contact information
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Update lead in Close
Updates the lead information
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Search lead in Close
Retrieves information for a particular lead
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Create lead in Close
Generates new leads for potential customers
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Update task in Close
Updates the task
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Create task in Close
Creates a new task
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Search task in Close
Searches for a task
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Search opportunity in Close
Searches for a opportunity
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Update opportunity in Close
Updates the opportunity
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Create opportunity in Close
Creates a new instance of the support system
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Create contact in Close
Adds a new contact to the database
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Update contact in Close
Updates contact information
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Create note in Close
Creates a new note in the particular format
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Update note in Close
Updates a note
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Search note in Close
Searches for a note
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Create email in Close
Adds a new contact to the contact list
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Search user in Close
Searches for a user
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Create SMS in Close
Creates a new sms
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Create custom activity in Close
Logs a new custom activity
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Run activity overview report in Close
Runs an activity overview report
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Delete logged call in Close
Removes a recorded phone conversation
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Create export in Close
Generates a new data export
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Run sent email report in Close
Runs a sent email report
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Subscribe Contact to Email Sequence in Close
Subscribes a contact to an email sequence
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Search custom activity in Close
Searches for a custom activity
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Add address to lead in Close
Updates lead information with address details
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Delete email in Close
Deletes particular emails from inbox
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Merge two leads in Close
Merges two leads
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Create bulk email in Close
Sends multiple emails to a list of recipients using a pre-set template
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Run opportunity report in Close
Runs an opportunity report
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Create smart view in Close
Creates a new smart view
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Run status change report in Close
Runs a status change report
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Toggle Forwarding on Phone Number in Close
Toggles forwarding on a phone number
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Update custom activity in Close
Updates a particular custom activity with new information
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Update smart view in Close
Updates smart view
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Update email sequence subscription in Close
Updates an email sequence subscription
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Delete email address from contact in Close
Removes an email address from a contact list
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Create bulk sequence subscription action in Close
Subscribes multiple leads to an email sequence in bulk
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Search email sequence subscription in Close
Searches for an email sequence subscription
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Search number of Leads in Query in Close
Searches for the number of leads in a query
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Search connected account in Close
Searches for linked accounts to streamline account management
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Get activity by id in Close
Retrieves a activity details by its id
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Create call in Close
Initiates a call to the recipient
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Update call in Close
Updates call information
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Search call in Close
Searches for a call
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TidyCal
TidyCal Triggers & Actions
Booking is created in TidyCal
Triggers the automation when a new booking is created
Try it →
Booking is cancelled in TidyCal
Triggers the automation when a booking is cancelled
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Contact is created in TidyCal
Triggers the automation when a new contact is created
Try it →
No action is available

What can you automate with Close + TidyCal?

Streamline your scheduling and CRM workflows with powerful automated triggers and actions.

What you can automate?
📅
Turn every TidyCal booking into a Close lead automatically
Instantly create a new lead in Close the moment a client schedules a meeting in TidyCal, eliminating manual copy-pasting.
📝
Capture every submitted booking field and question
Map all custom answers and participant responses from TidyCal directly into corresponding fields and notes in Close.
🔔
Alert your sales team the second a meeting is booked
Notify your team instantly in Slack or via email whenever a new consultation is scheduled on your TidyCal calendar.
🔀
Route bookings based on submitted responses
Apply different conditional logic in your workflow depending on the meeting tier or answers provided during TidyCal booking.
🔄
Keep your CRM updated when meetings are cancelled
Automatically update lead statuses in Close whenever a client reschedules or cancels their booking in TidyCal.
🔍
Prevent duplicates with smart search and update rules
Search existing records in Close before creating entries, updating contacts if they already exist in your system.
⚙️
Manage complete lifecycle updates and task creation
Generate follow-up tasks in Close and log detailed notes as your TidyCal consultations progress through stages.
🚀
Extend your workflow to messaging and marketing apps
Connect your Close and TidyCal core flow with Slack, Gmail, or Stripe to trigger broader team notifications and billing.
And much more...

Who is Close + TidyCal integration for?

Connecting Close and TidyCal eliminates manual data entry between your booking calendar and CRM, keeping pipeline data accurate for teams.

Sales Leaders
Sales Leaders
Account Executives
Account Executives
Client Success Managers
Client Success Managers
Operations Teams
Operations Teams
SDRs
SDRs
RevOps Specialists
RevOps Specialists
📈
Sales Leaders
You're reviewing conversion metrics and pipeline reports, but your CRM is missing recent bookings because reps forget to log them manually — automating both apps means every new meeting lands in Close instantly and your pipeline numbers stay current.
Account Executives
You need to reach out to booked prospects immediately, but you find out about new meetings hours later when checking multiple dashboards — connecting these apps means instant CRM lead creation so you can follow up while intent is highest.
🤝
Client Success Managers
You answer to stakeholders who want transparent progress updates on consultation bookings, but scattered calendar records make reporting difficult — integrating these apps means reliable CRM activity logs and seamless client tracking.
📊
Operations Teams
The volume of inbound bookings is too high for anyone to keep up with by hand, leading to missed contact entries and duplicate records — automating both apps means flawless record creation and zero manual data entry.
🎯
SDRs
You own the qualification step and depend on upstream calendar data to hand off meetings smoothly, but missing details cause delays — this integration means every booking populates your CRM with complete contact information.
🗂️
RevOps Specialists
You need a reliable history of customer interactions across your tech stack, but keep finding gaps between calendar bookings and CRM records — automating both apps means complete data synchronisation across your systems.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Close + TidyCal

Build and manage your Close + TidyCal automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Close + TidyCal with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

1
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2
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Automation is ready
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Frequently Asked Questions

How do I connect Close to TidyCal?
Frequently Asked Questions
You can connect Close to TidyCal using 1-click automations on Integrately or by asking Integrately AI to build the workflow. It links your calendar bookings to your CRM instantly alongside tools like Slack and Gmail.
Can I automatically create a lead in Close when a new TidyCal booking is made?
Frequently Asked Questions
Can I connect Close, TidyCal, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Close and TidyCal?
Frequently Asked Questions
How are custom fields handled between TidyCal and Close?
Frequently Asked Questions
What happens to my Close records if a TidyCal booking is cancelled?
Frequently Asked Questions
Do I need coding skills to automate Close and TidyCal?
Frequently Asked Questions
Is the Close and TidyCal integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Close or TidyCal With 1500+ Other Apps

Close
Popular Close Integrations
Connect Close with CRMs, communication tools, and reporting platforms to manage and follow up on your sales pipeline.
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Close Integrations arrow right
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TidyCal
Popular TidyCal Integrations
Sync TidyCal with calendars, payment gateways, and email marketing apps to keep your booking data working across your stack.
See All
TidyCal Integrations arrow right
No popular apps found