Create new Moxie opportunities from new Acuity Scheduling appointments
Strengthen your sales strategy with this user-friendly workflow. When a new appointment is scheduled in Acuity Scheduling, an opportunity is instantly created in Moxie. This process ensures that none of your prospective client meetings go unrecorded, unlocking a more organized and efficient approach to tracking potential sales.
Strengthen your sales strategy with this user-friendly workflow. When a new appointment is scheduled in Acuity Scheduling, an opportunity is instantly created in Moxie. This process ensures that none of your prospective client meetings go unrecorded, unlocking a more organized and efficient approach to tracking potential sales.
- When this happens...New Appointment
Triggers when a new appointment is scheduled.
- automatically do this!Create Opportunity
Create a new pipeline opportunity
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