1.Monitors new appointment
Integrate Acuity Scheduling and scheduling tools to capture booking details and map fields to CRM-ready appointment data.
Create buyer or seller deals from booked appointments
Automatically monitor new appointment bookings across Acuity Scheduling and Follow Up Boss. Create and update CRM records when new appointment booked, booking confirmation sent, or appointment type selectedβso you can create contacts, add appointment notes, and open deal follow-ups without manual follow-up.
How this automation creates buyer and seller deals
When new appointments arrive and contact records are missing or incomplete, follow-up gets delayed. This automation watches Acuity Scheduling bookings, finds or creates contacts, and creates appointment notes and dealsβso your team can follow up on time.
Acuity Schedulingor swap with your favorite app
2.Finds contact by email
Integrate Follow Up Boss and CRM lookup tools to search by primary email and continue when a match is missing.
Follow Up Bossor swap with your favorite app
3.Creates contact on miss
Integrate Follow Up Boss and lead source tracking tools to create a new contact and set it to the appointment stage.
4.Waits for record to settle
Integrate Delay by Zapier and automation timing tools to pause briefly so the contact record is ready for downstream steps.
Delay by Zapieror swap with your favorite app
5.Looks up deal owner mapping
Integrate Formatter by Zapier and appointment category mapping tools to select the right team member ID.
Formatter by Zapieror swap with your favorite app
6.Creates appointment note
Integrate Follow Up Boss and note templates to attach appointment details to the contact for faster context.
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Step 1
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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