1.Monitors new appointment bookings
Integrate Acuity Scheduling and appointment scheduling tools to catch each new appointment and pull intake details for CRM creation.
Create contact and deal from scheduled booking for sales
Automatically monitor appointment booked signals across Acuity Scheduling and ActiveCampaign. Create and update contacts, add intake flags, and stage deals when appointment created or client intake answers submitted or new appointment createdβso you can eliminate manual CRM data entry.
How this automation stages your deals faster
When new appointments happen, unstructured intake can sit in inboxes and delay contact creation. This automation formats appointment timestamps, normalizes intake answers, creates or updates contacts, and creates deals with intake notesβso your team can follow up at the peak of intent.
Acuity Schedulingor swap with your favorite app
2.Formats appointment timestamps
Integrate Formatter by Zapier and data mapping tools to standardize appointment start and end times for consistent records.
Formatter by Zapieror swap with your favorite app
3.Normalizes intake flags
Integrate Code by Zapier and form normalization tools to map intake answers into compact flags for storage.
Code by Zapieror swap with your favorite app
4.Creates or updates contact
Integrate ActiveCampaign and CRM contact fields to create a new contact or update an existing one with booking tags.
ActiveCampaignor swap with your favorite app
5.Creates a staged deal
Integrate ActiveCampaign and pipeline stages to create a deal linked to the contact with configured owner and stage.
6.Posts intake notes to records
Integrate Webhooks by Zapier and note logging tools to POST intake answers and normalized flags to the contact or deal.
Webhooks by Zapieror swap with your favorite app
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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