Acuity Scheduling + Salesforce
Create packages in Acuity Scheduling when new Salesforce records are added
Effortlessly keep track of new Salesforce records and streamline the scheduling process with this seamless workflow. When a new record is created in Salesforce, a package code will be added in Acuity Scheduling. This automation saves you time and ensures a smooth experience for both you and your clients, allowing you to focus on your business and customer relations.
Effortlessly keep track of new Salesforce records and streamline the scheduling process with this seamless workflow. When a new record is created in Salesforce, a package code will be added in Acuity Scheduling. This automation saves you time and ensures a smooth experience for both you and your clients, allowing you to focus on your business and customer relations.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Add Package Code
Adds a new package code.
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