Acuity Scheduling + Redtail CRM
Create and manage Acuity Scheduling clients from new Redtail CRM contacts
Keep your scheduling on track with this workflow between Redtail CRM and Acuity Scheduling. Whenever a new contact is created in Redtail CRM, this automation will ensure their information is accurately reflected in Acuity Scheduling, either by adding a new client or updating an existing one. Efficient and prompt, this workflow saves you time and effort so you can stay focused on what matters - your clients.
Keep your scheduling on track with this workflow between Redtail CRM and Acuity Scheduling. Whenever a new contact is created in Redtail CRM, this automation will ensure their information is accurately reflected in Acuity Scheduling, either by adding a new client or updating an existing one. Efficient and prompt, this workflow saves you time and effort so you can stay focused on what matters - your clients.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!
This action updates a client's information in Acuity Scheduling. If the client does not exist, it creates a new client.
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
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Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
