Create or update contact in Microsoft Dynamics 365 CRM from new Acuity Scheduling appointment

Create or update contacts in Microsoft Dynamics 365 CRM when a new appointment is scheduled in Acuity Scheduling. Capture and organize all relevant client information for effective follow-up and improved client engagement.

Create or update contact in Microsoft Dynamics 365 CRM from new Acuity Scheduling appointment

Workflow preview:

Zap details:

Overview

Create or update contacts in Microsoft Dynamics 365 CRM when a new appointment is scheduled in Acuity Scheduling. Capture and organize all relevant client information for effective follow-up and improved client engagement.

Create or update contact in Microsoft Dynamics 365 CRM from new Acuity Scheduling appointment