Capture new appointments in Acuity Scheduling, find or create leads in Salesforce, update existing leads, and create new records

Manage lead information and appointment details with Acuity Scheduling and Salesforce. Capture and organize all relevant data for faster onboarding and improved client engagement.

Capture new appointments in Acuity Scheduling, find or create leads in Salesforce, update existing leads, and create new records

Workflow preview:

Zap details:

Overview

Manage lead information and appointment details with Acuity Scheduling and Salesforce. Capture and organize all relevant data for faster onboarding and improved client engagement.

Capture new appointments in Acuity Scheduling, find or create leads in Salesforce, update existing leads, and create new records