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Set up your first integration
Quickly connect Acuity Scheduling to Salesforce with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Acuity Scheduling with Salesforce - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Appointment Start" from Acuity Scheduling.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Acuity Scheduling and Salesforce, automating your workflow.
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Frequently Asked Questions about Acuity Scheduling + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Acuity Scheduling and Salesforce
How do I integrate Acuity Scheduling with Salesforce?
To integrate Acuity Scheduling with Salesforce, you can use automation tools to set up triggers and actions that connect both platforms. For example, a trigger could be when a new appointment is scheduled in Acuity, which then leads to an action that creates a new task or event in Salesforce. This allows for seamless synchronization between client bookings and your CRM.
Can I automatically create leads in Salesforce from Acuity Scheduling appointments?
Yes, you can automatically create leads in Salesforce from new appointments scheduled in Acuity Scheduling. You would set up a trigger for 'New Appointment' in Acuity and an action for 'Create Lead' in Salesforce. This ensures every new appointment generates a corresponding lead record.
Is it possible to update existing customer records in Salesforce when an appointment is changed in Acuity?
Absolutely, you can update existing customer records by configuring the integration to recognize changes made to appointments in Acuity as triggers. These triggers can then initiate actions to update relevant fields within corresponding Salesforce records automatically.
What do I need before starting the integration between Acuity Scheduling and Salesforce?
Before starting the integration process, ensure you have administrative access to both your Acuity Scheduling and Salesforce accounts. Familiarize yourself with their API capabilities if planning advanced customizations. You will also need authorization keys or tokens if the connection is secured via API.
Do changes made in Salesforce reflect back into Acuity Scheduling?
Typically, integrations are designed primarily for data flow from Acuity to Salesforce; however, reverse syncing might require additional custom development. It involves setting up Salesforce-based triggers that push updates back into Acuity through appropriate actions or APIs.
Are there any limitations I should be aware of when integrating these two platforms?
While integrating these platforms offers robust data synchronization capabilities, some limitations might include delays due to API rate limits or challenges syncing custom objects beyond standard fields unless configured specifically. It's important to review both platforms’ documentation on data handling practices.
How often is data synchronized between Acuity Scheduling and Salesforce once integrated?
The frequency of data synchronization largely depends on how the integration events are configured—whether they are set as immediate (real-time) triggers or scheduled at intervals. Real-time updates typically happen instantly as events occur while scheduled ones run based on defined timeframes.
Practical ways you can use Acuity Scheduling and Salesforce
Sync new clients with Salesforce contact list
When a new appointment is booked in Acuity Scheduling, Zapier automatically adds the client's details as a new contact in Salesforce. This clears the hassle of manual entry, ensuring your contact list stays accurate with every new client. It saves time while reducing errors.
Business Owner
Log Salesforce records for appointment cancellations
When an appointment is canceled in Acuity Scheduling, Zapier adds a record in Salesforce to document the change. This seamless logging ensures your team has visibility into canceled engagements and can act accordingly, helping maintain operational transparency.
ITMaximize lead insights through appointments
When a new lead is created in Salesforce, Zapier finds upcoming appointments for that lead in Acuity Scheduling. Syncing appointment insights with lead data gives marketers a fuller picture of client interactions, enabling targeted follow-ups that convert.
Marketing & Marketing OpsSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Time Before (Unit)
- Appointment Type
- Calendar
- Time BeforeRequired
Try ItTriggerPolling- Calendar
- Appointment Type
Try ItTriggerInstant- New Product Order
Triggers when a new order is completed.
Try ItTriggerInstant - PackageRequired
- Certificate Code
- Email Address
ActionWrite
- Calendar
- Appointment Type
Try ItTriggerInstant- Calendar
- Appointment Type
Try ItTriggerInstant- CouponRequired
- Certificate Code
ActionWrite- Calendar
- Start Date and TimeRequired
- End Date and TimeRequired
- Notes
ActionWrite
