1.Detect new appointment
Integrate Acuity Scheduling, scheduling tools, and intake capture tools to catch new appointments and intake answers for lead logging.
Add new booking contacts to your lead log
Automatically monitor new appointments across Acuity Scheduling, Formatter by Zapier, Google Sheets, and LeadConnector. Create and update when appointments scheduled, intake answers submitted, or booking email capturedβso you can log spreadsheet rows, update contact records, and apply lead tags without manual data entry.
How this automation logs booking contacts to your lead log
When new appointments get scheduled, manual logging can slow outreach and create gaps in lead context. This automation captures appointment intake and dates, formats them, and creates spreadsheet rows while adding or updating contact recordsβso your team can reach out faster.
Acuity Schedulingor swap with your favorite app
2.Format appointment datetime
Integrate Formatter by Zapier and date formatting tools to format appointment date and time into a canonical datetime string.
Formatter by Zapieror swap with your favorite app
3.Create spreadsheet row
Integrate Google Sheets and mapping tools to create a row that logs appointment datetime and intake answers into your lead log.
Google Sheetsor swap with your favorite app
4.Add or update contact
Integrate LeadConnector and contact enrichment tools to add or update contact fields, notes, and lead tags from the booking data.
LeadConnectoror swap with your favorite app
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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