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Acuity Scheduling + Salesforce Integrations

How to connect Acuity Scheduling + Salesforce

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  • Acuity Scheduling triggers, actions, and search
    Appointment Start
    Triggers a specified time before an appointment starts.
    Trigger
    Scheduled
  • Acuity Scheduling triggers, actions, and search
    New Appointment
    Triggers when a new appointment is scheduled.
    Trigger
    Instant
  • Acuity Scheduling triggers, actions, and search
    Appointment Canceled
    Triggers when an appointment is canceled.
    Trigger
    Instant
  • Acuity Scheduling triggers, actions, and search
    Appointment Rescheduled
    Triggers when an appointment in Acuity gets rescheduled.
    Trigger
    Instant
  • Acuity Scheduling triggers, actions, and search
    New Product Order
    Triggers when a new order is completed.
    Trigger
    Instant
  • Acuity Scheduling triggers, actions, and search
    Add Coupon Code
    Adds a new coupon code.
    Action
    Write
  • Acuity Scheduling triggers, actions, and search
    Add Package Code
    Adds a new package code.
    Action
    Write
  • Acuity Scheduling triggers, actions, and search
    Add Blocked Off Time
    Block off a new range of time on your schedule.
    Action
    Write
  • 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

  1. Step 1: Authenticate Acuity Scheduling and Salesforce.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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 more

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salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

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