Acuity Scheduling + Better Agency
Create/Update prospects in Better Agency from new appointment in Acuity Scheduling
Use this template when a prospect schedules an appointment. You can update their status in the sales pipeline, to appointment scheduled, as well as start the appointment scheduled campaign.
Use this template when a prospect schedules an appointment. You can update their status in the sales pipeline, to appointment scheduled, as well as start the appointment scheduled campaign.
- When this happens...New Appointment
Triggers when a new appointment is scheduled.
- automatically do this!Create/Update a Prospect
Prospect Form to create update a prospect
- Free forever for core features
- 14 day trial for premium features & apps
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.
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Scheduling & BookingAbout Better Agency
Better Agency is a CRM Marketing Automation Tool for Insurance Agencies