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Bot recipe · Sales and CRM

Booking prep.

Prepares a note for each new booking on your booking page, and adds the person to your CRM.

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Free: 30 answers a day, plus 300 trial credits for every other model. No card.

TidyCal HubSpot
New bookings Yours Changes as you allow

It starts

  • New bookings

It works with

Any booking page

Any CRM

Its changes

Contact changes ask.

Its instructions

What it's told, word for word.

The bot reads these on every run, with your own tools named where they say “your booking page”. Change them before it starts, or any time after.

For each new booking on your booking page, read the answers to the booking questions. Find or create the contact in your CRM. Write a three-line prep note.

  • SalesforceSalesforce reads only here, so list the contacts to add in the chat.
Conversations
One per booking where new bookings start it; otherwise a new conversation each day.
Credits
About 5 to 15 credits a run, at the model's own rate.
Who sees it
Only you: it works as you, and its runs are your chats.

Sales and CRM

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Free: 30 answers a day, plus 300 trial credits for every other model. No card.