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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.

  1. When this happens...
    Acuity SchedulingAcuity Scheduling
    New Appointment

    Triggers when a new appointment is scheduled.

    TriggerInstant
  2. automatically do this!
    Better AgencyBetter Agency
    Create/Update a Prospect

    Prospect Form to create update a prospect

    ActionWrite
Try this template

Supported triggers and actions

What does this mean?
acuity-scheduling logo
acuity-scheduling logo

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.
Learn more

Related categories

  • Scheduling & Booking

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better-agency logo
better-agency logo

About Better Agency

Better Agency is a CRM Marketing Automation Tool for Insurance Agencies
Learn more

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