Acuity Scheduling + Pipedrive

Create notes in Pipedrive for new Acuity Scheduling appointments

Effortlessly keep track of appointments with this Acuity Scheduling and Pipedrive integration. When a new appointment starts in Acuity Scheduling, this workflow will create a note in Pipedrive, making it simple to stay organized and informed about client meetings. Save time and enhance efficiency by having all crucial appointment information readily available in your sales pipeline.

Effortlessly keep track of appointments with this Acuity Scheduling and Pipedrive integration. When a new appointment starts in Acuity Scheduling, this workflow will create a note in Pipedrive, making it simple to stay organized and informed about client meetings. Save time and enhance efficiency by having all crucial appointment information readily available in your sales pipeline.

  1. When this happens...
    Acuity SchedulingAcuity Scheduling
    Appointment Start

    Triggers a specified time before an appointment starts.

    TriggerScheduled
  2. automatically do this!
    PipedrivePipedrive
    Create Note

    Creates a new note.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Time Before (Unit)

    • Appointment Type

    • Calendar

    • Time BeforeRequired

    Trigger
    Scheduled
    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
    • PackageRequired

    • Certificate Code

    • Email Address

    Action
    Write
    • Calendar

    • Appointment Type

    Trigger
    Instant
    Try It
    • Calendar

    • Appointment Type

    Trigger
    Instant
    Try It
    • CouponRequired

    • Certificate Code

    Action
    Write
    • CalendarRequired

    • Start Date and TimeRequired

    • End Date and TimeRequired

    • Notes

    Action
    Write
acuity-scheduling logo
acuity-scheduling logo

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.
Learn moreHelp

Related categories

  • Scheduling & Booking

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pipedrive logo
pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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