Acuity Scheduling + LeadConnector
Update packages in Acuity Scheduling when pipeline stages change in LeadConnector
Streamline your booking process with this efficient workflow. When a lead stage changes in LeadConnector, a new package code gets added in Acuity Scheduling. This helps you keep your bookings up-to-date with your sales progress, ensuring a seamless transition between tracking a lead and scheduling an appointment. Enhance your productivity with this smart and simple automation.
Streamline your booking process with this efficient workflow. When a lead stage changes in LeadConnector, a new package code gets added in Acuity Scheduling. This helps you keep your bookings up-to-date with your sales progress, ensuring a seamless transition between tracking a lead and scheduling an appointment. Enhance your productivity with this smart and simple automation.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add Package Code
Adds a new package code.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Time Before (Unit)
Appointment Type
Calendar
Time BeforeRequired
Try It
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date Of Birth
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
Calendar
Appointment Type
Try It
