Create new FieldPulse customers from new Acuity Scheduling appointments
Streamline your customer management process by connecting Acuity Scheduling and FieldPulse. With this workflow, each new appointment scheduled in Acuity Scheduling results in the creation of a new customer profile in FieldPulse. This saves you time on data entry and ensures accurate customer records. Stay organized and efficient in your customer management.
Streamline your customer management process by connecting Acuity Scheduling and FieldPulse. With this workflow, each new appointment scheduled in Acuity Scheduling results in the creation of a new customer profile in FieldPulse. This saves you time on data entry and ensures accurate customer records. Stay organized and efficient in your customer management.
- When this happens...New Appointment
Triggers when a new appointment is scheduled.
- automatically do this!Create Customer
Trigger when a new customer is added.
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