Acuity Scheduling + Pipeline CRM Integrations
How to connect Acuity Scheduling + Pipeline CRM
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Appointment StartTriggers a specified time before an appointment starts.Trigger- New AppointmentTriggers when a new appointment is scheduled.Trigger
- Appointment CanceledTriggers when an appointment is canceled.Trigger
- Appointment RescheduledTriggers when an appointment in Acuity gets rescheduled.Trigger
- New Product OrderTriggers when a new order is completed.Trigger
- Add Coupon CodeAdds a new coupon code.Action
- Add Package CodeAdds a new package code.Action
- Add Blocked Off TimeBlock off a new range of time on your schedule.Action
- Acuity Scheduling
Finds an existing appointment by appointment ID.
Scheduled
Action
- Acuity Scheduling
Find existing appointments from client info.
Scheduled
Action
- Pipeline CRM
Triggers when a deal in your PipelineDeals account is updated from one status to another.
Instant
Trigger
- Pipeline CRM
Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.
Instant
Trigger
- Pipeline CRM
Triggers when a new company is created in your PipelineDeals account.
Instant
Trigger
- Pipeline CRM
Triggers when a new deal is created in your PipelineDeals account.
Instant
Trigger
- Pipeline CRM
Triggers when a new person, lead, or contact is created in your PipelineDeals account.
Instant
Trigger
- Pipeline CRM
Creates a new activity associated to an existing person, company or deal.
Scheduled
Action
- Pipeline CRM
Creates a new calendar event in your Pipeline account.
Scheduled
Action
- Pipeline CRM
Creates a new calendar task in your PipelineDeals account.
Scheduled
Action
- Pipeline CRM
Creates a new company in your PipelineDeals account.
Scheduled
Action
- Pipeline CRM
Creates a new deal in your PipelineDeals account.
Scheduled
Action
- Pipeline CRM
Creates a new person in your PipelineDeals account.
Scheduled
Action
- Pipeline CRM
Moves a deal to next stage.
Scheduled
Action
- Pipeline CRM
Updates an existing company in your PipelineDeals account.
Scheduled
Action
- Pipeline CRM
Updates an existing deal in your PipelineDeals account.
Scheduled
Action
- Pipeline CRM
Updates an existing person in your PipelineDeals account.
Scheduled
Action
- Pipeline CRM
Find an existing company in your PipelineDeals account.
Scheduled
Action
- Pipeline CRM
Find an existing deal in your PipelineDeals account.
Scheduled
Action
- Pipeline CRM
Find an existing person on your PipelineDeals account.
Scheduled
Action
- Pipeline CRM
Find or Create Company
Scheduled
Action
- Pipeline CRM
Find or Create Deal
Scheduled
Action
- Pipeline CRM
Find or Create Person
Scheduled
Action
How Acuity Scheduling + Pipeline CRM Integrations Work
- Step 1: Authenticate Acuity Scheduling and Pipeline CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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