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Acuity Scheduling + LeadConnector

Update ae:50882 in Acuity Scheduling when pipeline stages change in LeadConnector

Ensure your LeadConnector stages move forward with ease by scheduling tasks directly in your Acuity Scheduling app. With this workflow, when a stage change occurs in your LeadConnector, a specific action in Acuity Scheduling—is triggered to keep your scheduling process streamlined. Perfect for saving time and maintaining a seamless transition, this workflow will enhance the effectiveness of your lead tracking.

Ensure your LeadConnector stages move forward with ease by scheduling tasks directly in your Acuity Scheduling app. With this workflow, when a stage change occurs in your LeadConnector, a specific action in Acuity Scheduling—is triggered to keep your scheduling process streamlined. Perfect for saving time and maintaining a seamless transition, this workflow will enhance the effectiveness of your lead tracking.

  1. When this happens...
    LeadConnectorLeadConnector
    Pipeline Stage Changed

    Triggers when the pipeline stage was updated for an opportunity.

    TriggerInstant
  2. automatically do this!
    Acuity SchedulingAcuity Scheduling

    This action updates a client's information in Acuity Scheduling. If the client does not exist, it creates a new client.

    ActionWrite
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Supported triggers and actions

    • In PipelineRequired

    • Moved to Stage

    Trigger
    Instant
    Try It
    • First Name

    • Last Name

    • Full Name

    • Phone Number

    • Email

    • Address

    • City

    • State

    • Country

    • Postal Code

    • Tags (comma delimited string for multiple tags)

    • Source

    • Mark as LeadRequired

    • Notes

    • Select PipelineRequired

    • Select StageRequired

    • Assign to User

    Action
    Write
    • Phone Number

    • Email

    • First Name

    • Last Name

    • Full Name

    Action
    Write
    • Time Before (Unit)

    • Appointment Type

    • Calendar

    • Time BeforeRequired

    Trigger
    Polling
    Try It
    • First Name

    • Last Name

    • Full Name

    • Phone Number

    • Email

    • Address

    • City

    • State

    • Postal Code

    • Tags (comma delimited string for multiple tags)

    • Source

    • Mark as LeadRequired

    • Notes

    • Business Name

    • Country

    • Date of Birth

    Action
    Write
    • Campaign IDRequired

    • First Name

    • Last Name

    • Full Name

    • Phone Number

    • Email

    • Address

    • City

    • State

    • Postal Code

    • Tags (comma delimited string for multiple tags)

    • Source

    • Lead Source

    • Notes

    • Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)

    Action
    Write
    • Assign to User

    • Task TitleRequired

    • Task DescriptionRequired

    • Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)

    • First Name

    • Last Name

    • Contact Phone

    • Contact Email

    Action
    Write
    • Calendar

    • Appointment Type

    Trigger
    Instant
    Try It
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About Acuity Scheduling

Easy online appointment scheduling software. Save time by having clients book appointments, complete custom intake forms, and pay in advance 24/7 anywhere in the world.

Related categories

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About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

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Triggers & Actions