1.Detects new appointment bookings
Integrate Acuity Scheduling to catch new appointment events and trigger CRM follow-up workflows.
Create CRM person and deal from appointment bookings
Automatically monitor new appointment bookings across Acuity Scheduling and Pipedrive. Create and update when appointments include person details or intake answersβso you can find or create CRM people, open linked deals, and brief sellers without manual setup.
How this automation creates CRM people and open deals
When new appointments come in, leads can get stuck in inboxes and sellers miss the right moment to reach out. This automation watches Acuity Scheduling appointments, finds or creates Pipedrive people, and creates linked open dealsβso your team can follow up with complete booking context.
Acuity Schedulingor swap with your favorite app
2.Finds person by appointment email
Integrate Pipedrive and CRM data tools to search existing contacts and map appointment fields to the person record.
Pipedriveor swap with your favorite app
3.Creates person when no match
Integrate Pipedrive and intake form tools to create a new person and map intake fields into the record.
4.Creates linked open deal
Integrate Pipedrive and pipeline management tools to create an open deal and map booking details into title, description, and stage.
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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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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