Acuity Scheduling + Capsule CRM

Create new Capsule CRM contacts from new Acuity Scheduling appointments

Boost your efficiency with this streamlined workflow. When a fresh appointment is confirmed on Acuity Scheduling, the system instantly generates a matching contact in your Capsule CRM. This ensures your client data remains up-to-date, affording you more time to focus on fostering relationships and developing interactions. No need for manual data entry, this process provides a seamless way to manage appointments and maintain contacts.

Boost your efficiency with this streamlined workflow. When a fresh appointment is confirmed on Acuity Scheduling, the system instantly generates a matching contact in your Capsule CRM. This ensures your client data remains up-to-date, affording you more time to focus on fostering relationships and developing interactions. No need for manual data entry, this process provides a seamless way to manage appointments and maintain contacts.

  1. When this happens...
    Acuity SchedulingAcuity Scheduling
    New Appointment

    Triggers when a new appointment is scheduled.

    TriggerInstant
  2. automatically do this!
    Capsule CRMCapsule CRM
    Create Contact

    Creates a new Person or Organisation.

    ActionWrite
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Supported triggers and actions

    • Calendar

    • Appointment Type

    Trigger
    Instant
    Try It
    • Calendar

    • Appointment Type

    Trigger
    Instant
    Try It
    • CouponRequired

    • Certificate Code

    Action
    Write
    • CalendarRequired

    • Start Date and TimeRequired

    • End Date and TimeRequired

    • Notes

    Action
    Write
acuity-scheduling logo
acuity-scheduling logo

About Acuity Scheduling

Easy online appointment scheduling software. Save time by having clients book appointments, complete custom intake forms, and pay in advance 24/7 anywhere in the world.

Related categories

  • Scheduling & Booking

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capsulecrm logo
capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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