Acuity Scheduling + BenchmarkONE
Add notes in BenchmarkONE for new appointments in Acuity Scheduling
Stay organized and boost your efficiency with this streamlined process. As soon as a new appointment is scheduled in Acuity Scheduling, a corresponding note gets promptly created in BenchmarkONE. This seamless link between your scheduling and CRM tools ensures crucial information never goes unnoticed, thus enhancing your productivity. This smart approach saves you time and eliminates manual data entry.
Stay organized and boost your efficiency with this streamlined process. As soon as a new appointment is scheduled in Acuity Scheduling, a corresponding note gets promptly created in BenchmarkONE. This seamless link between your scheduling and CRM tools ensures crucial information never goes unnoticed, thus enhancing your productivity. This smart approach saves you time and eliminates manual data entry.
- When this happens...New Appointment
Triggers when a new appointment is scheduled.
- automatically do this!Add Note
Adds a note to contact. If contact does not exist, this action creates contact and adds the note.
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