1.Monitor new appointment bookings
Integrate Acuity Scheduling and booking tools to detect new appointment entries and route qualifying intake automatically.
Create customer record and remove stale entries from appointments
Automatically monitor new appointment bookings across Acuity Scheduling and map qualifying contacts into your CRM via Zapier Tables. Create or update customer records and purge entries after three monthsβso you can keep your outreach lists fresh and accurate without manual cleanup.
How this automation keeps your customer list current
When appointment data lands but CRM entries go unreviewed, stale contacts linger and follow-ups slip. This automation captures qualifying appointments from Acuity Scheduling, filters and formats contact details, then searches, creates or updates, and deletes records in Zapier Tablesβso your team can respond fast without list cleanup.
Acuity Schedulingor swap with your favorite app
2.Filters qualifying appointments
Integrate Filter by Zapier to continue only for qualifying bookings so the CRM stays focused on priority clients.
Filter by Zapieror swap with your favorite app
3.Extracts email and formats time
Integrate Formatter by Zapier and data formatting tools to extract the primary email and format appointment datetime.
Formatter by Zapieror swap with your favorite app
4.Searches client table by email
Integrate Zapier Tables to look up existing client records by email and prevent duplicate customer entries.
Zapier Tablesor swap with your favorite app
5.Creates or updates customer record
Integrate Zapier Tables to create or update fields like names, email, phone, last appointment date, and follow-up status.
6.Deletes records older than three months
Integrate Zapier Tables and data cleanup tools to remove client records not modified in three months.
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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.
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