- Appointment Automation
- Appointment Booking
- Appointment Activity Automation
Organize and manage appointmentrelated activities
This automation category streamlines the management of appointment-related activities by automatically creating and capturing tasks whenever appointments are scheduled or deals are updated. It ensures that all in-person and virtual appointments are logged in your CRM or task management system without manual data entry. This saves time, reduces errors, and keeps your team aligned on upcoming client engagements.
Filter by common apps:
Pipedrive
Formatter by Zapier
Acuity Scheduling
AgencyBloc
- Stay Organized: Automatically Create an Activity for In-Person Appointments in Pipedrive When a Deal is Updated
- Capture new appointment details from Acuity Scheduling, format text, find individual in AgencyBloc, and create activity
Capture new appointment details from Acuity Scheduling, format text, find individual in AgencyBloc, and create activity