Acuity Scheduling + Salesforce Essentials
Find or add customers in Salesforce Essentials when appointments are made in Acuity Scheduling
Keep your customer data easily up to date without the need for manual data entry. Just set up this integration to automatically find a customer in Salesforce Essentials, or create a new customer, as soon as their appointment is generated in Acuity Scheduling.
Keep your customer data easily up to date without the need for manual data entry. Just set up this integration to automatically find a customer in Salesforce Essentials, or create a new customer, as soon as their appointment is generated in Acuity Scheduling.
- When this happens...New Appointment
Triggers when a new appointment is scheduled.
- automatically do this!Find Record
Finds a record of a specified Salesforce object by a field and value you choose.
- Free forever for core features
- 14 day trial for premium features & apps
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.
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Scheduling & BookingAbout Salesforce Essentials
Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.
