Acuity Scheduling + Microsoft Dynamics 365 CRM
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 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 Appointment
Triggers when a new appointment is scheduled.
- automatically do this!Create Lead
Creates a new lead.
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