Acuity Scheduling + FreeAgent CRM
Create new records in FreeAgent CRM for each new appointment in Acuity Scheduling
Elevate efficiency and maintain data reliability with this workflow. Each time a new appointment is made in Acuity Scheduling, a record is instantly formed in FreeAgent CRM. This ensures your appointments are correctly registered in FreeAgent CRM, reducing the need for manual data entry and enhancing consistency throughout your systems. It's a prime solution for better productivity and error-free record keeping.
Elevate efficiency and maintain data reliability with this workflow. Each time a new appointment is made in Acuity Scheduling, a record is instantly formed in FreeAgent CRM. This ensures your appointments are correctly registered in FreeAgent CRM, reducing the need for manual data entry and enhancing consistency throughout your systems. It's a prime solution for better productivity and error-free record keeping.
- When this happens...New Appointment
Triggers when a new appointment is scheduled.
- automatically do this!Create App Record
Creates a new App Record
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