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Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo
Acuity Scheduling logoAcuity Scheduling logo
Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo

Acuity Scheduling + Microsoft Dynamics 365 CRM

Acuity Scheduling + Microsoft Dynamics 365 CRM

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.

  1. When this happens...
    New Appointment
    New Appointment
    New AppointmentTriggers when a new appointment is scheduled.
  2. automatically do this!
    Create Lead
    Create Lead
    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 Before
      Required
    Trigger
    Polling
    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
    • Package
      Required
    • Certificate Code
    • Email Address
    Action
    Write
    • Calendar
    • Appointment Type
    Trigger
    Instant
    Try It
    • Calendar
    • Appointment Type
    Trigger
    Instant
    Try It
    • Coupon
      Required
    • Certificate Code
    Action
    Write
    • Calendar
      Required
    • Start Date and Time
      Required
    • End Date and Time
      Required
    • Notes
    Action
    Write
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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.
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microsoft-dynamics-crm logo
About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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