CompanyHub + TidyCal Integration

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TidyCal + CompanyHub Integration

Create CompanyHub deal 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 deal in CompanyHub.

But manually creating a deal 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 deal creation in CompanyHub.

This makes it easy to keep track of all the interactions that person has with your company. By using deal, 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 + CompanyHub Integration

Create CompanyHub task for new TidyCal event

Creating task in CompanyHub 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 CompanyHub 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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TidyCal + CompanyHub Integration

Create CompanyHub record for new TidyCal event

It's important to keep track of your bookings, and creating a spreadsheet can help you do just that. Automatically creating a new record in CompanyHub for every new TidyCal event created will help you keep track of the details of each event, including the date, time, and number of guests.

Also all the relevant data will be stored in one place and can be easily accessed by anyone who needs it. This makes it easier to generate reports on events and their associated data. In short, using this TidyCal - CompanyHub integration will save time and hassle down the line, so it is well worth doing. So go ahead and get started today!
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CompanyHub + TidyCal Integration
1.
  • CompanyHub
    Contact is created in CompanyHub
  • CompanyHub
    Contact is updated in CompanyHub
  • CompanyHub
    Company is created in CompanyHub
  • CompanyHub
    Company is updated in CompanyHub
  • CompanyHub
    Record created(Custom Table) in CompanyHub
  • CompanyHub
    Record is updated in CompanyHub
  • CompanyHub
    Deal is created in CompanyHub
  • CompanyHub
    Deal is updated in CompanyHub
  • CompanyHub
    Task is created in CompanyHub
  • CompanyHub
    Quote is created in CompanyHub
  • CompanyHub
    Sales order is created in CompanyHub
  • TidyCal
    Booking is created in TidyCal
  • TidyCal
    Booking is cancelled in TidyCal
  • TidyCal
    Contact is created in TidyCal
2.
  • CompanyHub
    Create contact in CompanyHub
  • CompanyHub
    Search contact in CompanyHub
  • CompanyHub
    Create a record (Custom Table) in CompanyHub
  • CompanyHub
    Update record in CompanyHub
  • CompanyHub
    Search record in CompanyHub
  • CompanyHub
    Get record by id in CompanyHub
  • CompanyHub
    Create deal in CompanyHub
  • CompanyHub
    Search deal in CompanyHub
  • CompanyHub
    Create company in CompanyHub
  • CompanyHub
    Search company in CompanyHub
  • CompanyHub
    Create task in CompanyHub
  • CompanyHub
    Search task in CompanyHub
  • CompanyHub
    Create note in CompanyHub
  • CompanyHub
    Create quote in CompanyHub
  • CompanyHub
    Create sales order in CompanyHub
  • CompanyHub
    Search table in CompanyHub
  • TidyCal
    Get Fields in TidyCal
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