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Acuity Scheduling + Salesforce

Create Salesforce contacts from new Acuity Scheduling appointments

Streamline your customer relationship management by instantly creating a new contact in Salesforce when an appointment is scheduled in Acuity Scheduling. This automation simplifies your process by removing the hassle of manual data entry, ensuring your Salesforce contacts are always updated immediately when a new appointment is made in Acuity Scheduling. Enjoy more efficient work processes, while keeping your focus on building customer relationships.

Streamline your customer relationship management by instantly creating a new contact in Salesforce when an appointment is scheduled in Acuity Scheduling. This automation simplifies your process by removing the hassle of manual data entry, ensuring your Salesforce contacts are always updated immediately when a new appointment is made in Acuity Scheduling. Enjoy more efficient work processes, while keeping your focus on building customer relationships.

  1. When this happens...
    Acuity SchedulingAcuity Scheduling
    New Appointment

    Triggers when a new appointment is scheduled.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Contact

    Creates a new contact in Salesforce.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Time Before (Unit)

    • Appointment Type

    • Calendar

    • Time BeforeRequired

    Trigger
    Scheduled
    Try It
    • Calendar

    • Appointment Type

    Trigger
    Instant
    Try It
  • Acuity Scheduling triggers, actions, and search

    New Product Order

    Triggers when a new order is completed.

    Trigger
    Instant
    Try It
    • PackageRequired

    • Certificate Code

    • Email Address

    Action
    Write
    • Calendar

    • Appointment Type

    Trigger
    Instant
    Try It
    • Calendar

    • Appointment Type

    Trigger
    Instant
    Try It
    • CouponRequired

    • Certificate Code

    Action
    Write
    • CalendarRequired

    • Start Date and TimeRequired

    • End Date and TimeRequired

    • Notes

    Action
    Write
acuity-scheduling logo

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.
Learn moreHelp

Related categories

  • Scheduling & Booking

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salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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