Flexie CRM + TidyCal Integration

Connect Flexie CRM to TidyCal - Automate your workflows in 1-click

Make use of Flexie CRM 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. Combine the benefits of both with Integrately’s Flexie CRM + TidyCal integration.
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TidyCal + Flexie CRM Integration

Create Flexie CRM 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 Flexie CRM.

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 Flexie CRM.

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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Flexie CRM + TidyCal Integration
1.
  • Flexie CRM
    Universal trigger in Flexie CRM

    Triggers the automation whenever any event occurs

    Instant
  • TidyCal
    Booking is created in TidyCal

    Triggers the automation whenever a new contact is created

  • TidyCal
    Booking is cancelled in TidyCal

    Triggers the automation whenever a new booking is created

  • TidyCal
    Contact is created in TidyCal

    Triggered when a contact is create.

2.
  • Flexie CRM
    Create contact in Flexie CRM

    Automatically adds a new contact to the database

  • Flexie CRM
    Update contact in Flexie CRM

    Automatically updates contact information with new details

  • Flexie CRM
    Search contact in Flexie CRM

    Automatically finds and retrieves contact information

  • Flexie CRM
    Create deal in Flexie CRM

    Automatically generates a new deal with

  • Flexie CRM
    Update deal in Flexie CRM

    Automatically updates deal information based on new criteria or changes

  • Flexie CRM
    Search deal in Flexie CRM

    Automatically retrieves and find a deal

  • Flexie CRM
    Update custom entity in Flexie CRM

    Automatically updates a custom entity with new information

  • Flexie CRM
    Create account in Flexie CRM

    Automatically generates a new account

  • Flexie CRM
    Search account in Flexie CRM

    Automatically searches for account information

  • Flexie CRM
    Update account in Flexie CRM

    Automatically updates account information

  • Flexie CRM
    Create custom entity in Flexie CRM

    Automatically creates a new marketing campaign

  • Flexie CRM
    Search custom entity in Flexie CRM

    Automatically searches for a custom entity

  • Flexie CRM
    Create lead in Flexie CRM

    Automatically generates new leads for potential customers

  • Flexie CRM
    Search lead in Flexie CRM

    Automatically retrieves information for a particular lead

  • Flexie CRM
    Update lead in Flexie CRM

    Automatically updates the lead information

  • TidyCal
    Get Fields in TidyCal

    Automatically retrieves fields or data from a designated source

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Integrate Flexie CRM & TidyCal In 1 Click
And Save Time & Money Both

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

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You Can Also Connect Flexie CRM or TidyCal With 1200+ Other Apps

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Flexie CRM helps you discover, connect, and accelerate your sales. It is a platform that provides advanced activity tracking, intelligent lead scoring, insightful reporting & analytics, and more to help you close more deals.

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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.

See TidyCal Integrations

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