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Automatically schedule demos from qualified Ocean.io leads using TidyCal. Latenode's visual editor and affordable execution pricing make it easier to build advanced lead qualification and routing logic without code.
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Ocean.io
TidyCal
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Create a New Scenario to Connect Ocean.io and TidyCal
In the workspace, click the โCreate New Scenarioโ button.
Add the First Step
Add the first node โ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Ocean.io, triggered by another scenario, or executed manually (for testing purposes). In most cases, Ocean.io or TidyCal will be your first step. To do this, click "Choose an app," find Ocean.io or TidyCal, and select the appropriate trigger to start the scenario.
Add the Ocean.io Node
Select the Ocean.io node from the app selection panel on the right.
Ocean.io
Configure the Ocean.io
Click on the Ocean.io node to configure it. You can modify the Ocean.io URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the TidyCal Node
Next, click the plus (+) icon on the Ocean.io node, select TidyCal from the list of available apps, and choose the action you need from the list of nodes within TidyCal.
Ocean.io
โ
TidyCal
Authenticate TidyCal
Now, click the TidyCal node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your TidyCal settings. Authentication allows you to use TidyCal through Latenode.
Configure the Ocean.io and TidyCal Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Ocean.io and TidyCal Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
โ
AI Anthropic Claude 3
โ
TidyCal
Trigger on Webhook
โ
Ocean.io
โ
โ
Iterator
โ
Webhook response
Save and Activate the Scenario
After configuring Ocean.io, TidyCal, and any additional nodes, donโt forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking โRun onceโ and triggering an event to check if the Ocean.io and TidyCal integration works as expected. Depending on your setup, data should flow between Ocean.io and TidyCal (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Ocean.io + TidyCal + Slack: When a new lead is identified in Ocean.io using the Search People action, a TidyCal booking is created to schedule a call, and a notification is sent to the sales team in Slack via a public channel message.
TidyCal + Ocean.io + HubSpot: When a new booking is made in TidyCal, the contact details are used to create or update a contact in Ocean.io, and then create or update the contact in HubSpot as well.
About Ocean.io
Use Ocean.io in Latenode to enrich lead data and target outreach. Identify ideal customer profiles automatically and pass qualified leads into your CRM or sales sequences. Latenode lets you add custom logic, filter leads, and trigger actions based on Ocean.io insights, creating scalable lead gen workflows without code.
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About TidyCal
TidyCal in Latenode streamlines appointment scheduling. Automate follow-ups, CRM updates, or payment processing after each booking. Use Latenode to connect TidyCal to any app via API, transform booking data with JavaScript, and build custom workflows without code. No per-step cost, full control.
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How can I connect my Ocean.io account to TidyCal using Latenode?
To connect your Ocean.io account to TidyCal on Latenode, follow these steps:
Can I automate lead follow-ups after booking?
Yes! Latenode's visual editor lets you trigger personalized Ocean.io outreach based on TidyCal bookings, boosting engagement without manual effort. Scale effortlessly using our built-in tools.
What types of tasks can I perform by integrating Ocean.io with TidyCal?
Integrating Ocean.io with TidyCal allows you to perform various tasks, including:
What Ocean.io data can I access within Latenode workflows?
You can access lead details, company information, contact history, and custom fields, enabling highly targeted automation flows.
Are there any limitations to the Ocean.io and TidyCal integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: