Create and manage contact records in Capsule CRM from new Acuity Scheduling appointments
Create and manage contact records in Capsule CRM from new Acuity Scheduling appointments
Create and manage contact records and notes in Capsule CRM when a new appointment is scheduled in Acuity Scheduling. Ensure all relevant details and follow-up tasks are documented for faster onboarding and improved client engagement.
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Overview
Create and manage contact records and notes in Capsule CRM when a new appointment is scheduled in Acuity Scheduling. Ensure all relevant details and follow-up tasks are documented for faster onboarding and improved client engagement.