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Acuity Scheduling + Freshsales Classic

Update leads in Freshsales Classic with every new appointment in Acuity Scheduling

Easily stay organized and save time with this efficient workflow. When a new appointment is scheduled in Acuity Scheduling, this automation updates the corresponding lead information in Freshsales Classic. It provides a seamless way to keep your sales team updated with the latest appointment details, enhancing your sales productivity and efficiency.

Easily stay organized and save time with this efficient workflow. When a new appointment is scheduled in Acuity Scheduling, this automation updates the corresponding lead information in Freshsales Classic. It provides a seamless way to keep your sales team updated with the latest appointment details, enhancing your sales productivity and efficiency.

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

    Triggers when a new appointment is scheduled.

    TriggerInstant
  2. automatically do this!
    Freshsales ClassicFreshsales Classic
    Update Lead

    Updates an existing lead; if not found, it will create a new one.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Time Before (Unit)

    • Appointment Type

    • Calendar

    • Time BeforeRequired

    Trigger
    Scheduled
    Try It
    • Calendar

    • Appointment Type

    Trigger
    Instant
    Try It
  • Acuity Scheduling triggers, actions, and search

    New Product Order

    Triggers when a new order is completed.

    Trigger
    Instant
    Try It
    • PackageRequired

    • Certificate Code

    • Email Address

    Action
    Write
    • Calendar

    • Appointment Type

    Trigger
    Instant
    Try It
    • Calendar

    • Appointment Type

    Trigger
    Instant
    Try It
    • CouponRequired

    • Certificate Code

    Action
    Write
    • CalendarRequired

    • Start Date and TimeRequired

    • End Date and TimeRequired

    • Notes

    Action
    Write
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 moreHelp

Related categories

  • Scheduling & Booking

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freshsales-classic logo
freshsales-classic logo

About Freshsales Classic

Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.

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