1.Detect new appointment booking
Integrate Acuity Scheduling, scheduling data, and lead sources to detect new consultation bookings and start the lead handoff flow
Mark booked consultation leads as converted in your list
Automatically monitor new appointment events across Acuity Scheduling and marketing list systems. Create and update lead records and update Klaviyo lists when consultation bookings, appointment type matches, or appointment emails appearβso you can convert leads, move subscribers, and keep records current without manual spreadsheet work.
How this automation converts your consultation leads
When new appointments match your consultation filter, leads can be missed or delayed in sales follow-up. This automation looks up or creates lead rows and then updates Klaviyo lists with a short pauseβso your team can reach contacts faster.
Acuity Schedulingor swap with your favorite app
2.Lookup row by email
Integrate Google Sheets and data management tools to update or create a lead row with status set to CONVERTED
Google Sheetsor swap with your favorite app
3.Wait 2 minutes for propagation
Integrate Delay by Zapier and timing controls to pause 2 minutes before list operations to avoid race conditions
Delay by Zapieror swap with your favorite app
4.Find subscriber by email
Integrate Klaviyo and subscriber lookup tools to find the subscriber profile by appointment email
Klaviyoor swap with your favorite app
5.Add to sales list and remove
Integrate Klaviyo and list management tools to add the subscriber to the sales list and remove from the original leads list
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Accelerate sales handoff with automated lead routing, rep alerts, and CRM updates
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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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