Acuity Scheduling + Pipeline CRM

Create new people in Pipeline CRM for every new appointment in Acuity Scheduling

When a new appointment is scheduled in Acuity Scheduling, this automation creates a new person in your Pipeline CRM. It's an efficient way to ensure that all your appointments are neatly organized in your CRM, saving you the manual work of data entry and potential errors. So, you can focus more on nurturing your leads and closing deals.

When a new appointment is scheduled in Acuity Scheduling, this automation creates a new person in your Pipeline CRM. It's an efficient way to ensure that all your appointments are neatly organized in your CRM, saving you the manual work of data entry and potential errors. So, you can focus more on nurturing your leads and closing deals.

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

    Triggers when a new appointment is scheduled.

    TriggerInstant
  2. automatically do this!
    Pipeline CRMPipeline CRM
    Create Person

    Creates a new person in your PipelineDeals account.

    ActionWrite
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Supported triggers and actions

    • 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.

Related categories

  • Scheduling & Booking

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pipelinedeals logo
pipelinedeals logo

About Pipeline CRM

Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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