1.Monitor new appointment bookings
Integrate Acuity Scheduling and scheduling data to pull appointment metadata and client contact fields for every booking note.
Create booking notes in CRM for new appointments
Automatically monitor new appointments across Acuity Scheduling and HubSpot. Create and update when new appointment booked, client email provided, or appointment metadata changesβso you can locate contacts, log engagement notes, and create missing contacts without manual logging.
How this automation captures booking context in your CRM
When new appointments are booked, coordinators and billing teams can lack timely context and waste time chasing details. This automation looks up contacts and creates engagement notes and contactsβso your team can act on every booking without manual logging.
Acuity Schedulingor swap with your favorite app
2.Find contact by email
Integrate HubSpot and CRM search tools to look up a contact by the client email for note association.
HubSpotor swap with your favorite app
3.Create engagement note
Integrate HubSpot and CRM note tools to create an engagement note from booking details and link it to the contact.
4.Create contact when missing
Integrate HubSpot and contact management to create a contact for unmatched bookings and associate the note.
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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