1.Detects new appointment booking
Integrate Acuity Scheduling and scheduling tools to watch for new appointment bookings that match your referral criteria.
Add tax clinic referrals to CRM and assign call task
Automatically watch new qualifying tax appointment bookings across Acuity Scheduling and CRM workflows. Create and update referral-ready CRM contacts and call follow-ups when qualifying intake answers or booking tags appear or navigator interest is indicatedβso you can protect follow-up speed, personalize outreach, and log engagement without manual reporting.
How this automation accelerates referral follow-up
When new qualifying tax appointments are booked, missed or delayed referrals can stall outreach and waste intake information. This automation watches for qualifying bookings and creates or updates CRM contacts, then sets referral call tasks and logs outreach emailsβso your team can follow up at the right moment.
Acuity Schedulingor swap with your favorite app
2.Formats task due date
Integrate Formatter by Zapier, date and time tools, and scheduling logic to format the appointment date into a task due date.
Formatter by Zapieror swap with your favorite app
3.Qualifies booking for referrals
Integrate Filter by Zapier and CRM intake tools to continue only for qualifying bookings based on intake answers and booking tags.
Filter by Zapieror swap with your favorite app
4.Upserts CRM contact and tasks
Integrate HubSpot and CRM tools to find or create contacts, append intake answers to notes, and create assigned engagement tasks.
HubSpotor swap with your favorite app
5.Sends appointment intro email
Integrate Microsoft Outlook and email templates to send a templated intro message and log delivery in CRM systems.
Microsoft Outlookor 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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