As an online store owner, you're likely using Acuity Scheduling to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.
But did you know that you can easily integrate Acuity Scheduling with Concord? This integration will allow you to automatically create a contact for each new order in Concord.
Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
In your business, you may need to track when someone is invited to an appointment. You can do this by creating a deal in Concord.
But manually creating a deal can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an appointment is created in Acuity Scheduling, it will trigger a corresponding deal creation in Concord.
This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
You Can Also Connect Acuity Scheduling or Concord With 1500+ Other Apps
Acuity Scheduling
Acuity Scheduling helps to manage your appointments, track your time and turn no-shows into paying clients. It helps you to close more deals and free up hours of your time every week.
Concord CRM is a self-hosted deal management CRM that helps close deals faster with customizable pipeline management and tailored win probabilities. Easy-to-use, affordable, it is the perfect solution for streamlining your sales process.