Overview
TidyCal is a simple online scheduling tool that lets individuals and small teams share a booking link for clients to reserve calendar time, positioned as a lighter-weight alternative to larger scheduling suites.
HelloGrowthCRM does not have a native TidyCal connector yet — it is on the email / calendar extras list of planned integrations. That does not mean the two cannot work together today.
TidyCal supports webhook notifications for booking events, so a team can point those at a HelloGrowthCRM inbound webhook, or connect through Zapier or Make where a TidyCal trigger is available.
What a TidyCal link would do
- A new TidyCal booking from an unrecognised contact creates a lead with the meeting type logged on the activity timeline.
- A TidyCal booking marked as cancelled creates a task for the owner to follow up and offer a new time.
- A completed TidyCal meeting updates the linked deal stage to reflect that the call has taken place.
How to connect TidyCal today
TidyCal supports webhook notifications for booking events, so a team can point those at a HelloGrowthCRM inbound webhook, or connect through Zapier or Make where a TidyCal trigger is available.
Best practices
- Start with the one TidyCal event your team acts on most, send only that into HelloGrowthCRM, and check a week of records before adding more.
- Pick one matching key for TidyCal records — usually work email or phone — so an event updates the existing lead instead of creating a duplicate.
- Name an owner for the TidyCal connection: whoever set up the webhook or Zap should also be the person who notices when it stops.
FAQ
Governance
Treat API keys and webhooks as production secrets. Align field mapping with your privacy policy and regional regulations (GDPR, marketing consent, telemarketing rules). Your admin controls which roles can install or edit integrations.
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