1.Monitors new appointment bookings
Integrate Acuity Scheduling and scheduling tools to detect a new appointment and trigger the demo lead flow.
Create demo lead and notify team on booking
Automatically monitor new appointment bookings across Acuity Scheduling and sales tools. Create and update demo leads and notify your team when appointments book, reschedule, or no-match contacts appearβso you can log details, create demo deals, and brief reps without manual follow-up.
How this automation accelerates your demo follow-up
When new demo appointments arrive, untracked context can delay outreach and reduce show rates. This automation formats booking data, logs it in Google Sheets, creates or updates contacts and demo deals, and notifies your sales teamβso your team can follow up with confidence.
Acuity Schedulingor swap with your favorite app
2.Normalizes appointment fields
Integrate Formatter by Zapier and data mapping tools to normalize names, emails, and E.164 phone numbers for matching.
Formatter by Zapieror swap with your favorite app
3.Logs booking details
Integrate Google Sheets and reporting spreadsheets to lookup country code and append demo log rows with booking data.
Google Sheetsor swap with your favorite app
4.Creates or updates demo contacts and deals
Integrate ActiveCampaign and CRM pipelines to find or create contacts, add the demo tag, and create demo deals.
ActiveCampaignor swap with your favorite app
5.Sends sales channel notification
Integrate Slack and team messaging to send a contact summary, scheduled slot, and CRM link to reps.
Slackor swap with your favorite app
6.Sends anonymized conversion event
Integrate Facebook Conversions and analytics reporting to send an anonymized booking event for conversion tracking.
Facebook Conversionsor 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
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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
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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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