1.Monitor new appointment
Integrate Acuity Scheduling and appointment intake tools to catch new appointment submissions and pass matching fields forward.
Create new contact from medium job booking and assign owner
Automatically monitor new appointment bookings across Acuity Scheduling and contact systems. Create and update CRM contacts and ownership when appointment type passes, a person is found, or booking details arriveβso you can prepare follow-ups and job prep without manual data entry.
How this automation creates complete contact records
When new appointment details arrive without a contact record ready, follow-up and job prep can stall. This automation watches new appointments, finds or creates the right person in Pipedrive, then updates booking metadata and assigned ownerβso your team can act fast.
Acuity Schedulingor swap with your favorite app
2.Continue for appointment type
Integrate Filter by Zapier and workflow rules to gate the run for the configured appointment type and reduce misrouted leads.
Filter by Zapieror swap with your favorite app
3.Find person by booking data
Integrate Pipedrive and CRM matching to locate an existing person using booking email, phone, and name values.
Pipedriveor swap with your favorite app
4.Create person when no match
Integrate Pipedrive and CRM data mapping to create a new person record and map source booking fields to contact fields.
5.Update person and assigned owner
Integrate Pipedrive and CRM updates to update booking notes and last booking dates, and set the assigned owner.
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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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