1.Appointment start reminder
Watches for an appointment start one day before the scheduled consultation booking to trigger pre-appointment deal setup.
Create CRM deal from consultation booking for projects
Automatically monitor appointment starts across Acuity Scheduling and HubSpot. Create and update when consultation bookings trigger and intake answers arrive or routing rules applyβso you can build deal records, attach contacts, and assign the right pipeline without manual follow-up.
How this automation accelerates pre-appointment deal handoffs
When an appointment starts one day before the scheduled consultation, missing handoff details can leave deals untracked. This automation maps intake into HubSpot deals and assigns each one to the right ownerβso your team can track consultations without manual entry.
Acuity Schedulingor swap with your favorite app
2.Find contact by email
Looks up the client contact in HubSpot using the submission email and returns a matching contact when present.
HubSpotor swap with your favorite app
3.Create deal and associate contact
Creates a HubSpot deal from the booking, maps client and source fields, includes intake answers in the deal description, and associates the deal to the found or newly created contact.
4.Update owner and pipeline stage
Sets the deal pipeline and stage, then updates the deal owner using routing rules for pre-appointment preparation.
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Accelerate deal progress with automated stage updates, activity logging, and follow-up alerts
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