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Fix Your Leaky Funnel: The Budget-Friendly Lead Capture & Booking Machine

Are your Google and Facebook ads sending traffic to your site, only for potential customers to disappear? When leads land on a generic contact page, the friction of calling or emailing causes massive drop-off, wasting your ad budget and costing you valuable business.

The Budget-Friendly Connector playbook shows you how to build a seamless lead conversion system using powerful free tools. We'll guide you through setting up Tidio to engage website visitors instantly, connecting them to your Calendly to book appointments in just a few clicks. All lead and meeting data is then automatically sent to your Brevo CRM via Zapier, creating a unified customer record without any manual data entry. Turn passive visitors into scheduled appointments, instantly.

Expected Outcomes

  • Maximize the ROI of your ad spend by converting more visitors into qualified leads.
  • Drastically reduce lead drop-off by providing an instant, low-friction booking process.
  • Automate data entry and save hours of administrative work each week.
  • Create a single source of truth for all customer interactions, from first chat to booked meeting.
  • Stop losing leads due to slow response times or complicated contact forms.

Core Tools in This Stack

Tidio

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Tidio is an AI-powered customer service platform that helps small and medium businesses engage visitors and generate leads through live chat, AI chatbots (Lyro), and a unified multichannel inbox.

Key Features
  • Lyro AI Chatbot (Conversational AI)
  • Live Chat Widget
  • Flows (Visual Chatbot Builder)
  • Helpdesk Ticketing System
  • Multichannel Inbox (Email, Messenger, Chat)
  • Integrations (Shopify, WordPress, Zapier, etc.)
  • Visitor Analytics & Tracking
  • Canned Responses
Ideal For

Company Size: Micro, Small, Medium

Industries: Retail & E-commerce, Technology & Software, Business & Professional Services, Creative & Media, Health & Wellness, Other

Pricing

Model: Free, Freemium, Subscription, Usage-Based

Tier: Low

Ease of Use

Easy

Calendly

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Calendly is a scheduling automation platform that eliminates the back-and-forth emails for finding the perfect meeting time. It simplifies scheduling for individuals, teams, and enterprises by connecting with your calendar and only showing available times.

Key Features
  • Automated Scheduling Links
  • Calendar Connections (Google, Office 365, Outlook, iCloud)
  • Team Scheduling (Round Robin, Collective)
  • Meeting Polls for Group Scheduling
  • Automated Workflows (Reminders, Follow-ups)
  • Routing Forms for Leads and Clients
  • Website Embedding
  • Integrations (Salesforce, HubSpot, Zoom, Stripe)
Ideal For

Company Size: Micro, Small, Medium, Large

Industries: Technology & Software, Business & Professional Services, Retail & E-commerce, Creative & Media, Education & Non-Profit, Health & Wellness, Other

Pricing

Model: Free, Freemium, Subscription

Tier: Low

Ease of Use

Very Easy

Brevo

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Brevo is an all-in-one platform for businesses to manage customer relationships and marketing efforts, encompassing email marketing, SMS, chat, marketing automation, a sales CRM, and transactional emails.

Key Features
  • Email & SMS Marketing
  • Marketing Automation
  • Sales CRM
  • Live Chat & Chatbots
  • Transactional Email API
  • Landing Page Builder
Ideal For

Company Size: Micro, Small, Medium, Large

Industries: Technology & Software, Business & Professional Services, Retail & E-commerce, Creative & Media, Education & Non-Profit, Health & Wellness, Other

Pricing

Model: Freemium, Subscription, Enterprise

Tier: Small Business

Ease of Use

User-Friendly

The Workflow

graph TD subgraph "The Budget-Friendly Connector" direction LR N0["Tidio"] N1["Calendly"] N2["Brevo"] N0 -- "New contact creates/updates contact" --> N2 N1 -- "New meeting updates contact" --> N2 end classDef blue fill:#3498db,stroke:#2980b9,stroke-width:2px,color:#fff; classDef green fill:#2ecc71,stroke:#27ae60,stroke-width:2px,color:#fff; classDef orange fill:#f39c12,stroke:#d35400,stroke-width:2px,color:#fff; class N0 blue; class N1 blue; class N2 blue;

Integration Logic

  • Zapier Automation Workflows

    This integration uses Zapier as the central hub to connect Tidio, Calendly, and Brevo. It consists of two primary workflows: 1. When a new contact is captured in a Tidio chat (e.g., through a pre-chat survey or chatbot interaction), a Zap triggers. It creates or updates a contact in Brevo, adding relevant details and a tag like 'Tidio Lead'. 2. When a new meeting is scheduled in Calendly, a second Zap triggers. It finds the corresponding contact in Brevo (or creates a new one) and updates their record with a tag like 'Meeting Booked' and adds them to a specific marketing list for pre-meeting reminders or post-meeting follow-ups.

Get Your Free Leaky Funnel Fix

Learn how to turn wasted ad spend into automatically booked customers.