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Acuity Scheduling + Radius CRM

Create Radius CRM leads/clients from new Acuity Scheduling appointments

Save time and stay organized by instantly adding new Acuity Scheduling appointments to Radius CRM as leads or clients. With this automation, whenever you have a new appointment in Acuity Scheduling, the details will be added to Radius CRM as a lead or client. Spend less time on manual work and focus more on building strong relationships with your clients.

Save time and stay organized by instantly adding new Acuity Scheduling appointments to Radius CRM as leads or clients. With this automation, whenever you have a new appointment in Acuity Scheduling, the details will be added to Radius CRM as a lead or client. Spend less time on manual work and focus more on building strong relationships with your clients.

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

    Triggers when a new appointment is scheduled.

    TriggerInstant
  2. automatically do this!
    Radius CRMRadius CRM
    Create Lead/Client

    Create a Lead or Client in Radius

    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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radius-crm logo
radius-crm logo

About Radius CRM

Lead Management & CRM Software for Insurance Agents to Market to Leads, Speak to Clients, and Track Commissions, all with automation.
Help

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