1.Detect new appointment
Integrate Acuity Scheduling and scheduling workflows to detect new appointments for lead capture.
Create booked session leads for your sales pipeline
Automatically convert new appointment bookings into tracked leads across Acuity Scheduling, Formatter by Zapier, LeadConnector, Airtable, and Google Sheets. Create and update when appointments are booked, Business Vision sessions get scheduled, or contact emails are capturedβso you can normalize emails, upsert contacts, and log bookings without manual entry.
How this automation fuels your booked session pipeline
When new appointments arrive, leads can stall in inboxes and spreadsheets. This automation transforms appointment emails, upserts contacts in LeadConnector and Airtable, and logs bookings to Google Sheetsβso your team can grow booked session leads.
Acuity Schedulingor swap with your favorite app
2.Normalize appointment email
Integrate Formatter by Zapier and data formatting tools to transform appointment email to a normalized, lowercased value.
Formatter by Zapieror swap with your favorite app
3.Upsert contact and tag
Integrate LeadConnector and contact management tools to add or update a contact, then apply the session tag and lead flag.
LeadConnectoror swap with your favorite app
4.Find or create booking record
Integrate Airtable and database tools to find or create records by normalized email and update booking fields.
Airtableor swap with your favorite app
5.Log booking to reporting sheet
Integrate Google Sheets and reporting tools to create a spreadsheet row with booking datetime, session type, and contact details.
Google Sheetsor swap with your favorite app
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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