Salesforce + Acuity Scheduling Integrations
How to connect Salesforce + Acuity Scheduling
Zapier lets you send info between Salesforce and Acuity Scheduling automatically—no code required.
Popular Salesforce + Acuity Scheduling workflows
Create Salesforce tasks from new Acuity Scheduling appointments
Create Salesforce tasks from new Acuity Scheduling appointmentsPremiumFind or create Salesforce contacts when new Acuity Scheduling appointments are made
Find or create Salesforce contacts when new Acuity Scheduling appointments are madePremiumCreate Salesforce customers and custom objects for new Acuity Scheduling appointments
Create Salesforce customers and custom objects for new Acuity Scheduling appointmentsPremiumUpdate Salesforce custom objects before or after new Acuity Scheduling appointments
Update Salesforce custom objects before or after new Acuity Scheduling appointmentsPremium
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New Outbound MessageTriggers when a new outbound message is received in Salesforce.Trigger- New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.Trigger
- Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).Trigger
- Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.Trigger
- Add Contact to CampaignAdds an existing contact to an existing campaign.Action
- Add Lead to CampaignAdds an existing lead to an existing campaign.Action
- Create AttachmentCreates a new attachment (max 25MB).Action
- Create ContactCreates a new contact in Salesforce.Action
- Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
- Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
- Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
- Acuity Scheduling
Triggers a specified time before an appointment starts.
Scheduled
Trigger
- Acuity Scheduling
Triggers when a new appointment is scheduled.
Instant
Trigger
- Acuity Scheduling
Triggers when an appointment is canceled.
Instant
Trigger
- Acuity Scheduling
Triggers when an appointment in Acuity gets rescheduled.
Instant
Trigger
- Acuity Scheduling
Triggers when a new order is completed.
Instant
Trigger
- Acuity Scheduling
Adds a new coupon code.
Scheduled
Action
- Acuity Scheduling
Adds a new package code.
Scheduled
Action
- Acuity Scheduling
Block off a new range of time on your schedule.
Scheduled
Action
- Acuity Scheduling
Finds an existing appointment by appointment ID.
Scheduled
Action
- Acuity Scheduling
Find existing appointments from client info.
Scheduled
Action
How Salesforce + Acuity Scheduling Integrations Work
- Step 1: Authenticate Salesforce and Acuity Scheduling.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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