Acuity Scheduling + Salesforce Integrations
How to connect Acuity Scheduling + Salesforce
Zapier lets you send info between Acuity Scheduling and Salesforce automatically—no code required.
Popular Acuity Scheduling + Salesforce workflows
Create Salesforce tasks from new Acuity Scheduling appointments
Create Salesforce tasks from new Acuity Scheduling appointmentsPremiumFind or create Salesforce contacts when new Acuity Scheduling appointments are made
Find or create Salesforce contacts when new Acuity Scheduling appointments are madePremiumCreate Salesforce customers and custom objects for new Acuity Scheduling appointments
Create Salesforce customers and custom objects for new Acuity Scheduling appointmentsPremiumUpdate Salesforce custom objects before or after new Acuity Scheduling appointments
Update Salesforce custom objects before or after new Acuity Scheduling appointmentsPremium
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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
- Salesforce
Triggers when a new outbound message is received in Salesforce.
Instant
Trigger
- Salesforce
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Scheduled
Trigger
- Salesforce
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Trigger
- Salesforce
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Scheduled
Trigger
- Salesforce
Adds an existing contact to an existing campaign.
Scheduled
Action
- Salesforce
Adds an existing lead to an existing campaign.
Scheduled
Action
- Salesforce
Creates a new attachment (max 25MB).
Scheduled
Action
- Salesforce
Creates a new contact in Salesforce.
Scheduled
Action
- Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
- Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
- Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
How Acuity Scheduling + Salesforce Integrations Work
- Step 1: Authenticate Acuity Scheduling and Salesforce.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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