Create new Compass leads from new Acuity Scheduling appointments
Effortlessly manage your leads with this Acuity Scheduling and Compass workflow. Whenever a new appointment is scheduled in Acuity Scheduling, a new lead will be created in the Compass app, keeping your client database up-to-date and organized. Streamline your client onboarding process and save valuable time with this seamless integration.
Effortlessly manage your leads with this Acuity Scheduling and Compass workflow. Whenever a new appointment is scheduled in Acuity Scheduling, a new lead will be created in the Compass app, keeping your client database up-to-date and organized. Streamline your client onboarding process and save valuable time with this seamless integration.
- When this happens...New Appointment
Triggers when a new appointment is scheduled.
- automatically do this!Create a New Lead
Create a new lead in your Compass CRM.
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