Acuity Scheduling + Salesforce
Update Salesforce custom objects before or after new Acuity Scheduling appointments
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.
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.
- When this happens...Appointment Start
Triggers a specified time before an appointment starts.
- automatically do this...Find Record
Finds a record of a specified Salesforce object by up to two fields and values you choose.
- then do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- Free forever for core features
- 14 day trial for premium features & apps
