Acuity Scheduling + Customerly Integration

Integrate Acuity Scheduling to Customerly in one click, or tell Integrately AI how you want each booking handled. Create users, add tags, update customer profiles, and manage your pipeline 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
  • Customerly
    Lead is created in Customerly Instant
  • Customerly
    User is created in Customerly Instant
  • Customerly
    User is tagged in Customerly Instant
  • Customerly
    User is unsubscribed in Customerly Instant
  • Customerly
    Lead converted to user in Customerly Instant
Arrow Right
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
  • Customerly
    Create user in Customerly
  • Customerly
    Add tag to user in Customerly
  • Customerly
    Create lead in Customerly

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Ready Workflows Ready Workflows for Acuity Scheduling + Customerly Integration

Capture bookings, create customer profiles, add tags, update records, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
Acuity Scheduling + Customerly Integration

Create Customerly contact from new Acuity Scheduling order

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 Customerly? This integration will allow you to automatically create a contact for each new order in Customerly.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Connect more apps to your Acuity Scheduling + Customerly flow

Sync scheduling data with calendars, messaging apps, and spreadsheets to keep your entire team aligned. Pick a combination and activate it in one click.

Acuity Scheduling
Customerly
+
Google CalendarGoogle Calendar (4)
+
SlackSlack (4)
+
StripeStripe (3)
+
MailchimpMailchimp (3)
+
ZoomZoom (3)
+
Google SheetsGoogle Sheets (3)
A
G
C
Create a Google Calendar event when an appointment is scheduled in Acuity Scheduling, and create a user in Customerly
New Acuity Scheduling appointments appear in Google Calendar and Customerly instantly, keeping your schedule and CRM synchronized.
A
G
C
When an appointment is rescheduled in Acuity Scheduling, update the Google Calendar event and add a tag in Customerly
Rescheduled appointments update automatically in Google Calendar and trigger a tag update in Customerly without manual tracking.
A
G
C
Cancel the Google Calendar event when an appointment is canceled in Acuity Scheduling, and update Customerly
Canceled meetings are removed from Google Calendar and reflected in Customerly instantly, preventing calendar clutter.
A
G
C
Use Gemini to analyse Acuity Scheduling appointment notes, add a calendar description, and create a user in Customerly
Gemini summarises your Acuity Scheduling meeting details for Google Calendar while automatically creating the user in Customerly.

Supported triggers and actions for Acuity Scheduling and Customerly

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
Try it →
Customerly
Customerly Triggers & Actions
Instant
Lead is created in Customerly
Triggers the automation when a new lead is created
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Instant
User is created in Customerly
Triggers the automation when a new user is created
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Instant
User is tagged in Customerly
Triggers the automation when a user is tagged
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Instant
User is unsubscribed in Customerly
Triggers the automation when a user is unsubscribed
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Instant
Lead converted to user in Customerly
Triggers the automation when a lead is successfully converted into a user
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Create user in Customerly
Generates a new user account
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Add tag to user in Customerly
Assigns a tag to a user based on particular criteria
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Create lead in Customerly
Generates new leads for potential customers
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What can you automate with Acuity Scheduling + Customerly?

Connect your scheduling workflows and customer relationship management to streamline client intake and data synchronization.

What you can automate?
🔄
Sync bookings to customer profiles automatically
Turn every scheduled appointment in Acuity Scheduling into a new user profile in Customerly without manual data entry. Your customer base updates the moment a client books a slot.
📋
Capture every submitted client field
Map custom intake questions and booking details from Acuity Scheduling into your Customerly records. Your CRM stores complete information for every client interaction.
🔔
Alert your team instantly on Slack
Notify sales and support staff the moment an appointment is booked, rescheduled, or canceled. Keep your entire team informed without checking multiple dashboards.
🔀
Route records based on submitted criteria
Segment clients into specific lists or tag them differently depending on the appointment type they select. Deliver tailored follow-up based on their exact booking choices.
📅
Keep records updated when meetings change
Automatically update user profiles and calendar events when clients reschedule or modify their appointments. Prevent scheduling conflicts and keep your history accurate.
👥
Prevent duplicate records with smart matching
Search existing client information before creating new profiles to avoid duplicate entries in Customerly. Keep your CRM clean and organised effortlessly.
💳
Manage status changes and completed orders
Trigger automated follow-ups or lead updates whenever an order is completed or an appointment is canceled in Acuity Scheduling. Maintain precise lifecycle tracking.
🔗
Extend workflows to external apps like Google Sheets
Connect your core Acuity Scheduling and Customerly flow to Google Sheets or Slack for backup logging and team notifications. Build multi-step pipelines easily.
And much more...

Who is Acuity Scheduling + Customerly integration for?

Operations teams, customer success managers, and business owners streamline booking management and CRM updates to eliminate manual data entry.

Operations Managers
Operations Managers
Customer Success Leads
Customer Success Leads
Agency Directors
Agency Directors
Support Team Leads
Support Team Leads
Sales Representatives
Sales Representatives
Business Owners
Business Owners
📈
Operations Managers
You're tracking client bookings across multiple calendars but your CRM only updates when someone manually exports data, so your pipeline reports are always a few hours behind — with this integration, every new booking lands in your CRM instantly and your pipeline stays current.
Customer Success Leads
You need to onboard clients immediately after they book a consultation, but manual user creation delays your outreach by days — with this integration, every scheduled appointment creates a customer profile automatically and your onboarding starts right away.
📊
Agency Directors
You answer to stakeholders who review client acquisition metrics weekly, but manual data tracking leads to missing records and inaccurate reporting — this integration means every completed order is logged accurately and your reports are always reliable.
🔄
Support Team Leads
The volume of appointment reschedules is too high for your team to keep up with by hand, leading to calendar conflicts and confused clients — automating both apps means schedule changes update your customer records and calendars instantly without manual tracking.
🎯
Sales Representatives
You own the outreach stage and depend on scheduling tools to hand over lead details, but manual copy-pasting causes delays in client follow-up — connecting these apps means lead details transfer the moment an appointment is booked so you can reach out immediately.
🗂️
Business Owners
You need a reliable customer history to understand purchasing patterns, but disjointed booking and CRM systems leave constant gaps in your data — automating both apps means every booking and order is captured permanently without missing a single entry.
Our team

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Why choose Integrately to automate Acuity Scheduling + Customerly

Build and manage your Acuity Scheduling + Customerly 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 + Customerly 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 — 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Acuity Scheduling to Customerly?
Frequently Asked Questions
You can connect Acuity Scheduling to Customerly in 1 click using ready automation templates on Integrately, or use Integrately AI to build custom workflows linking your calendar and CRM along with Google Calendar, Slack, and Stripe.
Can I automatically create a Customerly user when an appointment is scheduled in Acuity Scheduling?
Frequently Asked Questions
Can I connect Acuity Scheduling, Customerly, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Acuity Scheduling and Customerly?
Frequently Asked Questions
How does Acuity Scheduling handle appointment data transfer here?
Frequently Asked Questions
How does Customerly store new user profiles from bookings?
Frequently Asked Questions
Do I need coding skills to automate Acuity Scheduling and Customerly?
Frequently Asked Questions
Is the Acuity Scheduling and Customerly integration free?
Frequently Asked Questions
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You Can Also Connect Acuity Scheduling or Customerly With 1500+ Other Apps

Acuity Scheduling
Popular Acuity Scheduling Integrations
Connect Acuity Scheduling to payment, calendar, and video conferencing tools to streamline client bookings and scheduling.
Customerly
Popular Customerly Integrations
Sync Customerly with email marketing, helpdesk, and analytics tools to enhance customer engagement and support operations.