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Acuity Scheduling + Salesforce

Create Salesforce customers and custom objects for new Acuity Scheduling appointments

  1. When this happens

    Step 1: New Appointment

  2. Then do this

    Step 2: Create Record

Salesforce's custom objects let you store information specific to your business and workflow. Automatically create custom objects AND search for existing or create new customers in Salesforce when new appointments are made in Acuity Scheduling.

*Note: You need to have custom objects configured in Salesforce. For more information about custom objects, read up by clicking here.

How Integration Works

  1. New appointments made in Acuity Scheduling
  2. Zapier searches for or creates new customers in Salesforce
  3. Zapier makes new custom objects—based off your parameters—in Salesforce

Apps involved

  • Acuity Scheduling
  • Salesforce

Supported triggers and actions

What does this mean?
acuity-scheduling logo
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

Related categories

Scheduling & Booking

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salesforce logo
salesforce logo
salesforce logo

About Salesforce

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

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