Salesforce + Acuity Scheduling Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Salesforce and Acuity Scheduling, with as many as 140 possible integrations. Are you ready to find your productivity superpowers?
Create Salesforce tasks from new Acuity Scheduling appointments
Are your client meetings part of a Salesforce workflow? With Zapier you can automatically create Salesforce tasks from new appointment data when appointments are made.
Once you set up this Acuity Scheduling Salesforce integration, new appointments from that point forward are automatically added to your Salesforce account as new tasks.
How It Works
- A new Acuity Scheduling appointment is created.
- Zapier adds the appointment data to Salesforce as a new deal
What You Need
- An Acuity Scheduling account
- A Salesforce account
Find or create new Salesforce customers when Acuity Scheduling appointments are made
Don't let your new appointments exist in a vacuum—bring them in to Salesforce! Keep track of all your Acuity Scheduling appointments in Salesforce by creating new customers—or searching for existing ones—every time new appointments are made.
How It Works
- A new appointment is made in Acuity Scheduling
- Zapier searches for existing or creates a new customer in Salesforce
Apps You Need
- Acuity Scheduling
- Salesforce
Create new Salesforce customers and custom objects when Acuity Scheduling appointments are made
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
- New appointments made in Acuity Scheduling
- Zapier searches for or creates new customers in Salesforce
- Zapier makes new custom objects—based off your parameters—in Salesforce
Apps involved
- Acuity Scheduling
- Salesforce
Update Salesforce custom objects X hours before or after Acuity Scheduling appointments
If you find yourself constantly copy/pasting or exporting/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 Zapier looks for new data.
*Note: You need to have custom objects configured in Salesforce. For more information about custom objects, read up by clicking here.
How this App-App integration works [eg. "How this Gmail-Trello integration works"]
- A specific amount of time before or after a new appointment in Acuity Scheduling
- Zapier searches for custom objects in Salesforce based off your search item
- Zapier updates the custom objects with new information from Acuity
Apps Involved
- Acuity Scheduling
- Salesforce
It's easy to connect Salesforce + Acuity Scheduling and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new lead is created.
Create a new lead.
Triggers when a new custom object (of the type you choose) is created.
Add a lead to a campaign.
Triggers when a new contact is created.
Create a new custom object (of the type you choose).
Triggers when a new opportunity is created.
Add a contact to a campaign.
Triggers a specified time before an appointment starts.
Create a new contact.
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