EspoCRM + TidyCal Integration

Connect EspoCRM to TidyCal - Automate your workflows in 1-click

Make use of EspoCRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Leverage TidyCal automations to simplify appointment scheduling, reduce back-and-forth communication, and manage cancellations efficiently. And automate all the repetitive tasks between EspoCRM & TidyCal using Integrately.
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TidyCal + EspoCRM Integration

Create EspoCRM task for new TidyCal event

Creating task in EspoCRM 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 EspoCRM 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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EspoCRM + TidyCal Integration
1.
  • EspoCRM
    Contact is created in EspoCRM

    Triggers the automation when a new contact is created

    Instant
  • EspoCRM
    Contact is deleted in EspoCRM

    Triggers the automation when a contact is removed from the particular list

    Instant
  • EspoCRM
    Contact is updated in EspoCRM

    Triggers the automation when a contact is updated

    Instant
  • EspoCRM
    Task is created in EspoCRM

    Triggers the automation when a new task is created

    Instant
  • EspoCRM
    Task is updated in EspoCRM

    Triggers the automation when any task is updated

    Instant
  • EspoCRM
    Task is deleted in EspoCRM

    Triggers the automation when a task is deleted

    Instant
  • EspoCRM
    Account is created in EspoCRM

    Triggers the automation when a new account is created

    Instant
  • EspoCRM
    Opportunity is created in EspoCRM

    Triggers the automation when any opportunity is updated

    Instant
  • EspoCRM
    Meeting is created in EspoCRM

    Triggers the automation when a new meeting is scheduled

    Instant
  • EspoCRM
    Opportunity is updated in EspoCRM

    Triggers the automation when any opportunity is updated

    Instant
  • EspoCRM
    Case is created in EspoCRM

    Triggers the automation when a new case is created

    Instant
  • EspoCRM
    Account is updated in EspoCRM

    Triggers the automation when an account is updated

    Instant
  • EspoCRM
    Account is deleted in EspoCRM

    Triggers the automation when an account is deleted

    Instant
  • EspoCRM
    Opportunity is deleted in EspoCRM

    Triggers the automation when any opportunity is deleted

    Instant
  • EspoCRM
    Case is updated in EspoCRM

    Triggers the automation when any case is updated

    Instant
  • EspoCRM
    Case is deleted in EspoCRM

    Triggers the automation when any case is deleted

    Instant
  • EspoCRM
    Meeting is updated in EspoCRM

    Triggers the automation when the details of any meeting are updated

    Instant
  • EspoCRM
    Meeting is deleted in EspoCRM

    Triggers the automation when a meeting is deleted

    Instant
  • EspoCRM
    Lead is updated in EspoCRM

    Triggers the automation when the lead information is updated

    Instant
  • EspoCRM
    Lead is created in EspoCRM

    Triggers the automation when a new lead is created

    Instant
  • EspoCRM
    Lead is deleted in EspoCRM

    Triggers the automation when a lead is removed from the system

    Instant
  • EspoCRM
    Call is created in EspoCRM

    Triggers the automation when a new call is made

    Instant
  • EspoCRM
    Call record is updated in EspoCRM

    Triggers the automation when call details are modified

    Instant
  • EspoCRM
    Call is deleted in EspoCRM

    Triggers the automation when a call is deleted from the log

    Instant
  • TidyCal
    Booking is created in TidyCal

    Triggers the automation when a new booking is created

  • TidyCal
    Booking is cancelled in TidyCal

    Triggers the automation when a booking is cancelled

  • TidyCal
    Contact is created in TidyCal

    Triggers the automation when a new contact is created

2.
  • EspoCRM
    Search lead by name in EspoCRM
  • EspoCRM
    Create contact in EspoCRM

    Adds a new contact to the database

  • EspoCRM
    Search contact in EspoCRM

    Finds and retrieves contact information

  • EspoCRM
    Update contact in EspoCRM

    Updates contact information with new details

  • EspoCRM
    Delete contact in EspoCRM

    Removes a contact from the address book

  • EspoCRM
    Create lead in EspoCRM

    Generates new leads for potential customers

  • EspoCRM
    Search lead email in EspoCRM

    Searches for a lead's email

  • EspoCRM
    Update lead in EspoCRM

    Updates the lead information

  • EspoCRM
    Delete lead in EspoCRM

    Removes a lead from the database

  • EspoCRM
    Create task in EspoCRM

    Creates a new task

  • EspoCRM
    Create account in EspoCRM

    Generates a new account

  • EspoCRM
    Create case in EspoCRM

    Generates a new case entry

  • EspoCRM
    Create meeting in EspoCRM

    Schedule a meeting

  • EspoCRM
    Search account in EspoCRM

    Searches for account information

  • EspoCRM
    Update account in EspoCRM

    Updates account information

  • EspoCRM
    Delete opportunity in EspoCRM

    Removes a opportunity from the system

  • EspoCRM
    Delete meeting in EspoCRM

    Removes a scheduled meeting from the calendar

  • EspoCRM
    Create opportunity in EspoCRM

    Creates a new instance of the support system

  • EspoCRM
    Search opportunity in EspoCRM

    Searches for a opportunity

  • EspoCRM
    Search meeting in EspoCRM

    Searches for a meeting

  • EspoCRM
    Update opportunity in EspoCRM

    Updates the opportunity details as needed

  • EspoCRM
    Update meeting in EspoCRM

    Updates meeting details

  • EspoCRM
    Search case in EspoCRM

    Searches for a case record

  • EspoCRM
    Update case in EspoCRM

    Updates case details

  • EspoCRM
    Delete account in EspoCRM

    Removes an account and all associated data from the system

  • EspoCRM
    Delete case in EspoCRM

    Removes the particular case from the system

  • EspoCRM
    Create call in EspoCRM

    Initiates a call to the recipient

  • EspoCRM
    Search call in EspoCRM

    Searches for a call

  • EspoCRM
    Update call in EspoCRM

    Updates call information

  • EspoCRM
    Delete call in EspoCRM

    Deletes a call entry from the database

  • TidyCal
    Get Fields in TidyCal

    Retrieves fields or data from a designated source

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You Can Also Connect EspoCRM or TidyCal With 1200+ Other Apps

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EspoCRM is a free and open-source CRM software that helps businesses manage their customer relationships more efficiently. It provides an easy-to-use interface that allows users to see, enter and evaluate all company relationships regardless of the type.

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TidyCal is a calendar management and booking tool for professionals. It helps you to manage your daily routine, keep track of your tasks and appointments, plan your schedule and even collaborate with other people.

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