Acuity Scheduling + Salesforce

Update Salesforce custom objects before or after new Acuity Scheduling appointments

  1. When this happens

    Step 1: Appointment Start

  2. Then do this

    Step 2: Find Record

  3. Then do this

    Step 3: Update Record

If you find yourself constantly copy-and-pasting or exporting-and-importing data from your Acuity forms into Salesforce, let Zapier handle the repetitive, manual work! This integration will grab new information from Acuity and send it into Salesforce. All you have to do is set the amount of time before or after appointments that Zapier looks for new data.

How this App-App integration works

  1. A specific amount of time before or after a new appointment in Acuity Scheduling
  2. Zapier searches for custom objects in Salesforce based off your search item
  3. Zapier updates the custom objects with new information from Acuity

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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About Salesforce

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

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