Create or update Copper persons each time new Acuity Scheduling appointments are recorded
Instantly streamline your customer management with this workflow. Whenever a new appointment is made in Acuity Scheduling, the specific individual's details will be updated or created in Copper. This allows you to maintain up-to-date records and enhance customer relationship management without the need for manual data entry. Efficiently manage your appointments and customer details in one seamless process.
Instantly streamline your customer management with this workflow. Whenever a new appointment is made in Acuity Scheduling, the specific individual's details will be updated or created in Copper. This allows you to maintain up-to-date records and enhance customer relationship management without the need for manual data entry. Efficiently manage your appointments and customer details in one seamless process.
- When this happens...New Appointment
Triggers when a new appointment is scheduled.
- automatically do this!Create/Update Person
Creates or Updates a Person depending on the match criteria.
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