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Acuity Scheduling + Keap

Tag new Acuity Scheduling appointments as contacts in Keap

Stay organized and efficient when managing appointments and contacts. With this workflow, whenever a new appointment is scheduled in Acuity Scheduling, the contact associated with the appointment will be tagged in Keap. This removes the effort of manually updating contact details, making your scheduling and customer management process more streamlined. Use this automation to save time and ensure accuracy in your daily tasks.

Stay organized and efficient when managing appointments and contacts. With this workflow, whenever a new appointment is scheduled in Acuity Scheduling, the contact associated with the appointment will be tagged in Keap. This removes the effort of manually updating contact details, making your scheduling and customer management process more streamlined. Use this automation to save time and ensure accuracy in your daily tasks.

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

    Triggers when a new appointment is scheduled.

    TriggerInstant
  2. automatically do this!
    KeapKeap
    Tag Contact

    Apply tags to a contact.

    ActionWrite
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Supported triggers and actions

    • 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.

Related categories

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keap logo

About Keap

Keap is your all-in-one CRM, sales and marketing automation software that helps organize leads, land the job, get paid, and keep growing.