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Acuity Scheduling
Acuity Scheduling
1. Choose trigger event
Salesforce
Salesforce
2. Choose action
1. Select the event
Setup
Test
Acuity Scheduling
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Appointment Start" from Acuity Scheduling.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Acuity Scheduling and Salesforce, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Campaign
Required
Lead
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead
Required
Account
Required
Opportunity
Create new opportunity?
Converted Status
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Parent Object
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note Title
Required
Note Content
Required
Salesforce Object
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Warning
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Report
Required
Include details
Number of custom filters
Row groupings
Column groupings
Summary calculations
Detail columns
Sort order
Report format
Advanced report options
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact to Update
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Record to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
SOSL Query
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Search Value
Required
Second Field to Search By
Second Search Value
Search Operator
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE Clause
Required
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Acuity Scheduling and Salesforce with AI agents and code
Beyond Zap workflows. Call Acuity Scheduling and Salesforce actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Acuity Scheduling and Salesforce actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Coupon Code
Add Contact to Campaign
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Practical ways you can use Acuity Scheduling and Salesforce
Sync new clients with Salesforce contact list
When a new appointment is booked in Acuity Scheduling, Zapier automatically adds the client's details as a new contact in Salesforce. This clears the hassle of manual entry, ensuring your contact list stays accurate with every new client. It saves time while reducing errors.
Log Salesforce records for appointment cancellations
When an appointment is canceled in Acuity Scheduling, Zapier adds a record in Salesforce to document the change. This seamless logging ensures your team has visibility into canceled engagements and can act accordingly, helping maintain operational transparency.
When a new lead is created in Salesforce, Zapier finds upcoming appointments for that lead in Acuity Scheduling. Syncing appointment insights with lead data gives marketers a fuller picture of client interactions, enabling targeted follow-ups that convert.
Learn how to automate Acuity Scheduling on the Zapier blog
Learn how to automate Salesforce on the Zapier blog
Make work flow with AI
Level up your Acuity Scheduling to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Acuity Scheduling + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Acuity Scheduling and Salesforce
How do I integrate Acuity Scheduling with Salesforce?
To integrate Acuity Scheduling with Salesforce, you can use automation tools to set up triggers and actions that connect both platforms. For example, a trigger could be when a new appointment is scheduled in Acuity, which then leads to an action that creates a new task or event in Salesforce. This allows for seamless synchronization between client bookings and your CRM.
Can I automatically create leads in Salesforce from Acuity Scheduling appointments?
Yes, you can automatically create leads in Salesforce from new appointments scheduled in Acuity Scheduling. You would set up a trigger for 'New Appointment' in Acuity and an action for 'Create Lead' in Salesforce. This ensures every new appointment generates a corresponding lead record.
Is it possible to update existing customer records in Salesforce when an appointment is changed in Acuity?
Absolutely, you can update existing customer records by configuring the integration to recognize changes made to appointments in Acuity as triggers. These triggers can then initiate actions to update relevant fields within corresponding Salesforce records automatically.
What do I need before starting the integration between Acuity Scheduling and Salesforce?
Before starting the integration process, ensure you have administrative access to both your Acuity Scheduling and Salesforce accounts. Familiarize yourself with their API capabilities if planning advanced customizations. You will also need authorization keys or tokens if the connection is secured via API.
Do changes made in Salesforce reflect back into Acuity Scheduling?
Typically, integrations are designed primarily for data flow from Acuity to Salesforce; however, reverse syncing might require additional custom development. It involves setting up Salesforce-based triggers that push updates back into Acuity through appropriate actions or APIs.
Are there any limitations I should be aware of when integrating these two platforms?
While integrating these platforms offers robust data synchronization capabilities, some limitations might include delays due to API rate limits or challenges syncing custom objects beyond standard fields unless configured specifically. It's important to review both platforms’ documentation on data handling practices.
How often is data synchronized between Acuity Scheduling and Salesforce once integrated?
The frequency of data synchronization largely depends on how the integration events are configured—whether they are set as immediate (real-time) triggers or scheduled at intervals. Real-time updates typically happen instantly as events occur while scheduled ones run based on defined timeframes.
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.
