1.Monitor new appointment
Integrate Acuity Scheduling and scheduling tools to detect new appointments and map the owner reference to event ownership.
Create lead and project from scheduled appointment booking
Automatically monitor new appointments across Acuity Scheduling, Salesforce, Zapier Tables, and Flock. Create and update CRM records when appointment booked, booking confirmed, or new calendar bookingβso you can capture leads, create events, and notify owners without manual follow-up.
How this automation accelerates booked meetings
When new appointments arrive without automation, booked time gets missed and leads stay untracked. This automation captures booking details, creates Salesforce event records and lead records, and notifies the configured ownerβso your team can act quickly.
Acuity Schedulingor swap with your favorite app
2.Find contact and create lead
Integrate Salesforce and CRM workflows to find contact by email and create a Lead when none exists.
Salesforceor swap with your favorite app
3.Lookup booking type
Integrate Zapier Tables and data lookup tools to normalize booking type and map it to an event tag or type.
Zapier Tablesor swap with your favorite app
4.Create Salesforce event
Integrate Salesforce and calendaring tools to create an Event with booking start, duration, notes, and assigned owner.
5.Message the configured owner
Integrate Flock and team messaging tools to send a direct message with booking name, time, and booking type.
Flockor swap with your favorite app
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Explore all contact management automations
Simplify contact records with automated lead capture, record updates, and duplicate prevention
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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