CompanyHub + TidyCal Integration

Integrate CompanyHub to TidyCal in one click, or tell Integrately AI how you want each booking handled. Create contacts, track deals, alert your team, and manage follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
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 is 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
Arrow Right
2.
  • CompanyHub
    Create contact in CompanyHub
  • CompanyHub
    Search contact in CompanyHub
  • CompanyHub
    Create 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
    Delete record in CompanyHub

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Ready Workflows Ready Workflows for CompanyHub + TidyCal Integration

Capture bookings, create contacts, track leads, update records, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
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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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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Connect more apps to your CompanyHub + TidyCal flow

Send booking notifications to messaging tools, sync calendar records with CRM databases, and trigger downstream team tasks. Pick a combination and activate it in one click.

CompanyHub
TidyCal
+
HubSpotHubSpot (6)
+
Google CalendarGoogle Calendar (5)
+
MailchimpMailchimp (5)
+
SlackSlack (5)
+
StripeStripe (5)
+
ZoomZoom (5)
T
C
H
Create a CompanyHub contact from every new TidyCal booking, and add it to HubSpot as well.
Every TidyCal booking instantly creates a CompanyHub contact and adds a new record in HubSpot without manual data entry.
T
C
H
When a TidyCal booking is created, create a CompanyHub contact and notify your HubSpot team.
New TidyCal bookings create CompanyHub contacts while immediately alerting your HubSpot sales team.
T
C
H
When a TidyCal booking is cancelled, update the CompanyHub record and update the HubSpot deal.
Cancelled TidyCal bookings update your CompanyHub record and adjust the corresponding HubSpot deal stage automatically.
T
C
H
Create a CompanyHub task for every TidyCal booking, and log a follow-up activity in HubSpot.
TidyCal bookings generate CompanyHub tasks and automatically log follow-up actions in HubSpot.
T
C
H
If a TidyCal booking includes a VIP client, create a CompanyHub deal and add a priority contact in HubSpot.
VIP TidyCal bookings trigger specialized CompanyHub deals and priority contact creation in HubSpot.
T
C
H
Use Claude to summarise every new TidyCal booking, create a CompanyHub note, and update the HubSpot contact record.
Claude summarises TidyCal bookings to populate CompanyHub notes and update HubSpot contact records.

Supported triggers and actions for CompanyHub and TidyCal

Mix and match to build the exact automation you need

CompanyHub
CompanyHub Triggers & Actions
Contact is created in CompanyHub
Triggers the automation when a new contact is created
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Contact is updated in CompanyHub
Triggers the automation when a contact is updated
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Company is created in CompanyHub
Triggers the automation when a new company is created
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Company is updated in CompanyHub
Triggers the automation when a company is updated
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Record is created (Custom Table) in CompanyHub
Triggers the automation when a new record is created in a custom table
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Record is updated in CompanyHub
Triggers the automation when any record is updated
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Deal is created in CompanyHub
Triggers the automation when a deal is created
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Deal is updated in CompanyHub
Triggers the automation when a deal is updated
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Task is created in CompanyHub
Triggers the automation when a new task is created
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Quote is created in CompanyHub
Triggers the automation when a new quote is created
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Sales order is created in CompanyHub
Triggers the automation when a sales order is created
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Create contact in CompanyHub
Adds a new contact to the database
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Search contact in CompanyHub
Finds and retrieves contact information
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Create record (Custom Table) in CompanyHub
Creates a new workspace
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Update record in CompanyHub
Updates a record with new information
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Search record in CompanyHub
Searches for a record within a given database
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Get record by id in CompanyHub
Retrieves a record based on its id
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Create deal in CompanyHub
Generates a new deal with
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Search deal in CompanyHub
Retrieves and find a deal
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Create company in CompanyHub
Generates a new company profile with given details
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Search company in CompanyHub
Finds information about a company
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Create task in CompanyHub
Creates a new task
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Search task in CompanyHub
Searches for a task
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Create note in CompanyHub
Creates a new note in the particular format
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Create quote in CompanyHub
Generates a new quote with pre-filled information
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Create sales order in CompanyHub
Generates a new sales order with pre-filled details
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Delete record in CompanyHub
Deletes a record
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TidyCal
TidyCal Triggers & Actions
Booking is created in TidyCal
Triggers the automation when a new booking is created
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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
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No action is available

What can you automate with CompanyHub + TidyCal?

Streamline your scheduling and sales workflow by connecting booking events directly to your customer database.

What you can automate?
📅
Sync every new booking into your CRM
Automatically generate a new contact or record in CompanyHub the moment a prospect schedules an appointment through TidyCal.
📝
Capture every submitted booking field
Map all custom questions and answers collected during TidyCal scheduling directly into corresponding CompanyHub fields and notes.
🔔
Alert your team instantly on appointment creation
Notify internal sales or support channels immediately when a client books a new consultation slot.
🔀
Route appointments based on submitted answers
Create different deals, tasks, or contact tags in CompanyHub depending on the specific consultation type selected in TidyCal.
🔄
Keep CRM records updated on cancellation
Automatically update CompanyHub deal stages and contact records when a client reschedules or cancels their TidyCal booking.
🔍
Prevent duplicate records with smart search
Search existing CompanyHub records before creating new contacts to maintain a clean and deduplicated database.
⏱️
Manage later status changes and follow-ups
Trigger automated follow-up tasks and update notes in CompanyHub once a TidyCal appointment is completed.
🔌
Extend scheduling workflows to Slack and Zoom
Connect your TidyCal bookings and CompanyHub records with Slack notifications and automated Zoom meeting creation in one flow.
And much more...

Who is CompanyHub + TidyCal integration for?

Sales professionals, consultants, and client success teams use this integration to eliminate manual booking entry and keep customer records instantly updated across platforms.

Sales managers
Sales managers
Account executives
Account executives
Client success leads
Client success leads
Booking coordinators
Booking coordinators
Consultants
Consultants
Operations leads
Operations leads
📈
Sales managers
You're tracking deal pipelines in CompanyHub after client calls, but booking details from TidyCal stay trapped in your calendar, so your contact lists are always outdated — with this integration, every new booking creates a contact instantly.
Account executives
You need to prepare for client consultations immediately when they schedule, but manual CRM entry means you find out about new meetings too late — connecting these apps means every appointment creates a contact right away.
🤝
Client success leads
You report on client engagement to stakeholders who want to see activity records, but manual logging leaves glaring gaps in your history — automating both apps means every scheduled interaction updates your CRM seamlessly.
📊
Booking coordinators
The volume of daily calendar appointments is too high for anyone to keep up by hand, leading to missed records and disorganized customer files — this integration means all meeting details sync automatically.
🎯
Consultants
You own the client onboarding step and depend on upstream scheduling tools to hand over accurate information, but manual entry introduces errors — with this integration, contact creation happens reliably.
🗂️
Operations leads
You need a reliable customer history for reporting and compliance, but manual data entry keeps leaving missing fields in your database — automating both apps means your records remain complete.
Our team

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Why choose Integrately to automate CompanyHub + TidyCal

Build and manage your CompanyHub + 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 CompanyHub + 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 CompanyHub to TidyCal?
Frequently Asked Questions
You can connect CompanyHub to TidyCal in 1 click using ready templates on Integrately or by asking Integrately AI to build the automation and map the fields.
Can I automatically create CompanyHub contacts from TidyCal bookings?
Frequently Asked Questions
Can I connect CompanyHub, TidyCal, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for CompanyHub and TidyCal?
Frequently Asked Questions
How does CompanyHub handle appointment data from TidyCal?
Frequently Asked Questions
What happens in TidyCal when a booking is created or cancelled?
Frequently Asked Questions
Can I automate this workflow without coding?
Frequently Asked Questions
Is the CompanyHub and TidyCal integration free?
Frequently Asked Questions
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You Can Also Connect CompanyHub or TidyCal With 1500+ Other Apps

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