1.Triggers on new appointment
Integrate Acuity Scheduling and scheduling tools to start the workflow when a new appointment is created for qualifying intake.
Create lead records from new client appointments instantly
Automatically monitor new appointment bookings across Acuity Scheduling. Create and update lead records across Formatter by Zapier and Zapier Tables when new appointments qualify or parsed emails matchβso you can respond fast, keep brokers aligned, and reduce manual routing without paperwork.
How this automation accelerates lead follow-up
When new client appointments arrive, delayed lead creation can slow response and impact conversion. This automation routes parsed contact signals and updates or creates records in Zapier Tablesβso your team can follow up at the scheduled time.
Acuity Schedulingor swap with your favorite app
2.Extracts primary email and phone
Integrate Formatter by Zapier and contact parsing to extract the primary email and optionally normalize phone to fields.
Formatter by Zapieror swap with your favorite app
3.Updates matching lead record
Integrate Zapier Tables and database search to find an existing lead by primary email and update appointment details.
Zapier Tablesor swap with your favorite app
4.Creates new lead record
Integrate Zapier Tables and lead databases to create a new lead when no match is found with scheduling context.
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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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