1.Creates lead context from bookings
Integrate Acuity Scheduling and scheduling tools to detect a new appointment and to trigger CRM lead creation.
Create CRM lead and demo activity from booking
Automatically convert a new appointment into CRM records across Acuity Scheduling, Pipedrive, and Gmail. Create and update lead details, schedule demo prep activities, and send follow-up emails when demo requested, appointment scheduled, or booking details capturedβso you can stop manual data entry and keep reps ready without chasing updates.
How this automation accelerates your demo handoff
When a new appointment is booked, manual lead setup slows outreach and delays demo prep. This automation creates CRM organization and person records, builds deals and activities, and sends a follow-up emailβso your team can launch outreach immediately.
Acuity Schedulingor swap with your favorite app
2.Creates organization records
Integrate Pipedrive and CRM data tools to match booking organization details and to find or create organizations.
Pipedriveor swap with your favorite app
3.Creates person records
Integrate Pipedrive and CRM data tools to match by email and to find or create person records.
4.Creates deal records
Integrate Pipedrive and deal tracking tools to map organization and person data and to create a deal record.
5.Creates prep tasks and demo activities
Integrate Pipedrive and task automation tools to schedule prep and demo activities and to set due dates from the appointment start.
6.Sends follow-up email
Integrate Gmail and email templating tools to send a follow-up and to include appointment details in the message.
Gmailor swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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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