Acuity Scheduling + Agile CRM Integration

Integrate Acuity Scheduling to Agile CRM in one click, or tell Integrately AI how you want each booking handled. Track new meetings, update customer profiles, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Acuity Scheduling
    Appointment is scheduled in Acuity Scheduling Instant
  • Acuity Scheduling
    Appointment is scheduled (with filters) in Acuity Scheduling
  • Acuity Scheduling
    Appointment is rescheduled in Acuity Scheduling Instant
  • Acuity Scheduling
    Appointment is canceled in Acuity Scheduling Instant
  • Acuity Scheduling
    Order is completed in Acuity Scheduling Instant
  • Agile CRM
    Contact is created in Agile CRM
  • Agile CRM
    Tag is added to contact in Agile CRM
  • Agile CRM
    Deal is created in Agile CRM
  • Agile CRM
    Deal milestone is changed in Agile CRM
  • Agile CRM
    Task is created in Agile CRM
  • Agile CRM
    Event is created in Agile CRM
  • Agile CRM
    Case is created in Agile CRM
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2.
  • Acuity Scheduling
    Search appointment using client info in Acuity Scheduling
  • Acuity Scheduling
    Get appointment by id in Acuity Scheduling
  • Acuity Scheduling
    Create appointment in Acuity Scheduling
  • Acuity Scheduling
    Reschedule appointment in Acuity Scheduling
  • Acuity Scheduling
    Cancel appointment in Acuity Scheduling
  • Acuity Scheduling
    Customize block off time in Acuity Scheduling
  • Acuity Scheduling
    Add package code in Acuity Scheduling
  • Acuity Scheduling
    Add coupon code in Acuity Scheduling
  • Agile CRM
    Create contact in Agile CRM
  • Agile CRM
    Update contact in Agile CRM
  • Agile CRM
    Add score to contact in Agile CRM
  • Agile CRM
    Add tag to contact in Agile CRM
  • Agile CRM
    Create deal in Agile CRM
  • Agile CRM
    Create task in Agile CRM
  • Agile CRM
    Add note in Agile CRM
  • Agile CRM
    Search contact in Agile CRM
  • Agile CRM
    Search company in Agile CRM
  • Agile CRM
    Create company in Agile CRM
  • Agile CRM
    Subscribe to campaign in Agile CRM
  • Agile CRM
    Add event in Agile CRM

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Ready Workflows Ready Workflows for Acuity Scheduling + Agile CRM Integration

Capture bookings, update contact details, log notes, alert your team, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
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Connect more apps to your Acuity Scheduling + Agile CRM flow

Sync billing records, calendar events, email campaigns, team notifications, meeting links, and spreadsheets right after your core automation finishes. Pick a combination and activate it in one click.

Acuity Scheduling
Agile CRM
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StripeStripe (4)
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Google CalendarGoogle Calendar (4)
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MailchimpMailchimp (4)
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SlackSlack (4)
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ZoomZoom (4)
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Google SheetsGoogle Sheets (4)
A
S
A
Create a Stripe customer when an order is completed in Acuity Scheduling, and update the contact in Agile CRM.
Completed Acuity Scheduling orders instantly generate a customer in Stripe and update Agile CRM, keeping your billing and sales records aligned.
A
S
A
Create a Stripe invoice when an appointment is scheduled in Acuity Scheduling, and add a note in Agile CRM.
New Acuity Scheduling appointments generate a Stripe invoice while Agile CRM logs the billing note automatically.
S
A
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When a Stripe charge is created, create an appointment in Acuity Scheduling and create a contact in Agile CRM.
Stripe payments trigger a new appointment in Acuity Scheduling and establish a new contact in Agile CRM instantly.
S
A
A
Use ChatGPT to summarise payment details from Stripe, log the summary in Agile CRM, and update the Acuity Scheduling booking.
ChatGPT extracts key payment data from Stripe, updates Agile CRM, and logs notes on the Acuity Scheduling booking.

Supported triggers and actions for Acuity Scheduling and Agile CRM

Mix and match to build the exact automation you need

Acuity Scheduling
Acuity Scheduling Triggers & Actions
Instant
Appointment is scheduled in Acuity Scheduling
Triggers the automation when any appointment is scheduled
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Appointment is scheduled (with filters) in Acuity Scheduling
Triggers the automation when any appointment is scheduled, that matches criteria
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Instant
Appointment is rescheduled in Acuity Scheduling
Triggers the automation when any appointment is rescheduled
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Instant
Appointment is canceled in Acuity Scheduling
Triggers the automation when any appointment is canceled
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Instant
Order is completed in Acuity Scheduling
Triggers the automation when any order is completed
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Search appointment using client info in Acuity Scheduling
Searches for an appointment using client information
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Get appointment by id in Acuity Scheduling
Retrieves an appointment using its id
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Create appointment in Acuity Scheduling
Schedule a new appointment
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Reschedule appointment in Acuity Scheduling
Reschedules an appointment
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Cancel appointment in Acuity Scheduling
Cancel appointments with a click of a button
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Customize block off time in Acuity Scheduling
Set unavailable time periods
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Add package code in Acuity Scheduling
Adds code snippets to a package
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Add coupon code in Acuity Scheduling
Apply a coupon code at checkout
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Agile CRM
Agile CRM Triggers & Actions
Contact is created in Agile CRM
Triggers the automation when a new contact is created
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Tag is added to contact in Agile CRM
Triggers the automation when a tag is added
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Deal is created in Agile CRM
Triggers the automation when a deal is created
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Deal milestone is changed in Agile CRM
Triggers the automation when a deal milestone is changed
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Task is created in Agile CRM
Triggers the automation when a new task is created
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Event is created in Agile CRM
Triggers the automation when a new event is created
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Case is created in Agile CRM
Triggers the automation when a new case is created
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Create contact in Agile CRM
Adds a new contact to the database
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Update contact in Agile CRM
Updates contact information with new details
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Add score to contact in Agile CRM
Assigns a score to a contact
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Add tag to contact in Agile CRM
Assigns a tag to a contact
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Create deal in Agile CRM
Generates a new deal with
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Create task in Agile CRM
Creates a new task
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Add note in Agile CRM
Adds a note to the selected item
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Search contact in Agile CRM
Finds and retrieves contact information
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Search company in Agile CRM
Finds information about a company
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Create company in Agile CRM
Generates a new company profile with given details
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Subscribe to campaign in Agile CRM
Subscribes to a campaign
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Add event in Agile CRM
Schedule an event
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What can you automate with Acuity Scheduling + Agile CRM?

Streamline your scheduling and CRM workflows with powerful automated triggers and actions.

What you can automate?
๐Ÿ”„
Sync bookings into CRM contacts
Turn every scheduled appointment in Acuity Scheduling into an active contact in Agile CRM instantly. Eliminate manual data entry and ensure your sales pipeline stays up to date.
๐Ÿ“‹
Capture every submitted field
Map all custom intake questions and submitted form fields from Acuity Scheduling into detailed Agile CRM contact notes and deals instead of just names and emails.
๐Ÿ””
Alert your team instantly
Trigger instant team notifications in Slack or email whenever a high-value client books an appointment or completes an order in Acuity Scheduling.
๐Ÿ”€
Route records based on submitted data
Apply conditional rules so that specific booking types or service packages create tailored deals and tags in Agile CRM automatically.
โฑ๏ธ
Keep CRM records up to date
Automatically update existing contact records and deal stages in Agile CRM whenever appointments are rescheduled in Acuity Scheduling.
๐Ÿ”
Prevent duplicate records
Search existing client databases before creating records, ensuring Acuity Scheduling bookings update existing Agile CRM contacts rather than generating duplicates.
๐Ÿงพ
Handle payment and order updates
Process completed orders in Acuity Scheduling by updating deal milestones and creating invoices or tasks in Agile CRM without manual tracking.
๐Ÿ”Œ
Extend flows to external apps
Connect your core scheduling and CRM setup with tools like Google Sheets or Stripe to manage billing, reporting, and team workflows in one click.
And much more...

Who is Acuity Scheduling + Agile CRM integration for?

Operations teams, sales managers, and service providers benefit from automated booking syncs, eliminating manual data entry errors and keeping customer records accurate.

Sales managers
Sales managers
Customer success teams
Customer success teams
Account executives
Account executives
Operations coordinators
Operations coordinators
Client onboarding specialists
Client onboarding specialists
Support supervisors
Support supervisors
๐Ÿ“ˆ
Sales managers
You're reviewing booking reports every morning but your CRM contacts only update when someone manually types them in, so the pipeline metrics you're optimising against are always a few hours behind โ€” automating both apps means every new booking lands in your CRM instantly and your data stays current.
โšก
Customer success teams
You need to act fast when clients book meetings, and you find out too late because booking notifications get buried in crowded inboxes โ€” this integration means every new appointment creates a CRM contact immediately and your team can follow up without delay.
๐Ÿ“‹
Account executives
You answer to sales directors who want to see live pipeline progress, but fragmented scheduling tools leave gaps in your client records โ€” integrating these apps means every booking and order update flows straight into your CRM without manual data entry.
๐Ÿ”„
Operations coordinators
The volume of daily bookings is too high for anyone to keep up by hand, leading to missed customer touchpoints and scheduling conflicts โ€” with this integration, appointment data flows seamlessly between your calendar and CRM to keep operations running smoothly.
๐Ÿค
Client onboarding specialists
You own the onboarding stage and depend on someone upstream to hand over client details after a schedule is confirmed โ€” automating both apps means new bookings instantly generate CRM contacts and tasks so your onboarding workflow starts right away.
๐Ÿ—‚๏ธ
Support supervisors
You need a reliable history of client appointments and keep finding gaps in your customer interaction logs โ€” connecting these apps means every scheduled meeting, cancellation, and order completion is recorded in your CRM automatically.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Acuity Scheduling + Agile CRM

Build and manage your Acuity Scheduling + Agile CRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Acuity Scheduling + Agile CRM with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Acuity Scheduling to Agile CRM?
Frequently Asked Questions
You can connect Acuity Scheduling to Agile CRM in one click using Integrately, along with popular tools like Slack, Stripe, and Google Sheets. Simply pick a ready workflow or ask Integrately AI to build your custom automation.
Can I automatically create Agile CRM contacts when an appointment is scheduled in Acuity Scheduling?
Frequently Asked Questions
Can I connect Acuity Scheduling, Agile CRM, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Acuity Scheduling and Agile CRM?
Frequently Asked Questions
How does Acuity Scheduling handle appointment data during integration?
Frequently Asked Questions
How are Agile CRM contacts updated when appointments change?
Frequently Asked Questions
Do I need coding skills to automate Acuity Scheduling and Agile CRM?
Frequently Asked Questions
Is the Acuity Scheduling and Agile CRM integration free?
Frequently Asked Questions
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You Can Also Connect Acuity Scheduling or Agile CRM With 1500+ Other Apps

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