1.Detect new appointment created
Integrate Acuity Scheduling and CRM data mapping to capture appointment details into your workflow.
Update lead and create sales task from booking
Automatically monitor new appointment bookings across Acuity Scheduling and Close. Create and update lead records, sales opportunities, and tasksβso you can alert your sales channel, assign owners, and keep CRM data current without manual data entry.
How this automation protects CRM accuracy
When appointment bookings go unrecorded, leads slip and sales follow-up gets delayed. This automation maps Acuity Scheduling details into Close, creates or updates leads and opportunities, and posts Slack alertsβso your team can follow up fast.
Acuity Schedulingor swap with your favorite app
2.Find lead by email
Integrate Close and CRM search tools to find leads by email and continue with the matching record.
Closeor swap with your favorite app
3.Create lead if missing
Integrate Close and CRM lead workflows to create a new lead and map booking contact fields.
4.Route by appointment owner rule
Integrate Filter by Zapier and workflow routing rules to route to the correct sales owner based on calendar value.
Filter by Zapieror swap with your favorite app
5.Update lead and create opportunity
Integrate Close and CRM field mapping to update lead status and create an opportunity for the routed owner.
6.Create follow-up task
Integrate Close and task management tools to create a follow-up task assigned to the same owner.
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Explore all CRM data entry automations
Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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