Acuity Scheduling + Microsoft Dynamics 365 CRM integrations
Add new Acuity Scheduling appointments to Microsoft Dynamics as leads
When you get new appointments booked, make sure you add all information from the appointments to a single place: your CRM. Use this Zap to automatically create leads in Microsoft Dynamics whenever new appointments are created in Acuity Scheduling. That way, your contacts' information will already be in your CRM, so you can refer to it before, during, and after your appointment.
- When this happens...New AppointmentTriggers when a new appointment is scheduled.
- automatically do this!Create LeadCreates a new lead.
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More things you can do with Acuity Scheduling and Microsoft Dynamics 365 CRM
Discover other triggers and actions you can use with Acuity Scheduling and Microsoft Dynamics 365 CRM
- Time Before (Unit)
- Appointment Type
- Calendar
- Time BeforeRequired
Try ItTriggerPolling- Calendar
- Appointment Type
Try ItTriggerInstant- New Product Order
Triggers when a new order is completed.
Try ItTriggerInstant - PackageRequired
- Certificate Code
- Email Address
ActionWrite
- Calendar
- Appointment Type
Try ItTriggerInstant- Calendar
- Appointment Type
Try ItTriggerInstant- CouponRequired
- Certificate Code
ActionWrite- CalendarRequired
- Start Date and TimeRequired
- End Date and TimeRequired
- Notes
ActionWrite
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