Acuity Scheduling + EngageBay CRM Integration

Integrate Acuity Scheduling to EngageBay CRM in one click, or tell Integrately AI how you want each booking handled. Create contacts, update deals, log appointments, 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
  • EngageBay CRM
    Contact is created in EngageBay CRM
  • EngageBay CRM
    Contact is updated in EngageBay CRM
  • EngageBay CRM
    Owner is created in EngageBay CRM
  • EngageBay CRM
    Deal is created in EngageBay CRM
  • EngageBay CRM
    Deal is updated in EngageBay CRM
  • EngageBay CRM
    Form is submitted in EngageBay CRM
  • EngageBay CRM
    List is created in EngageBay CRM
  • EngageBay CRM
    Company is created in EngageBay CRM
  • EngageBay CRM
    Company is updated in EngageBay 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
  • EngageBay CRM
    Create a contact in EngageBay CRM
  • EngageBay CRM
    Update contact in EngageBay CRM
  • EngageBay CRM
    Search contact by email in EngageBay CRM
  • EngageBay CRM
    Add tag to a contact in EngageBay CRM
  • EngageBay CRM
    Remove tag from contact in EngageBay CRM
  • EngageBay CRM
    Search contact in EngageBay CRM
  • EngageBay CRM
    Add contact to a form in EngageBay CRM
  • EngageBay CRM
    Create a company in EngageBay CRM
  • EngageBay CRM
    Search company in EngageBay CRM

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Ready Workflows Ready Workflows for Acuity Scheduling + EngageBay CRM Integration

Capture bookings, create contacts, update deals, sync records, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Acuity Scheduling + EngageBay CRM Integration

Create EngageBay CRM contact for new Acuity Scheduling order

When a new Acuity Scheduling order is placed, it's important to create a EngageBay CRM contact for the customer. This helps to integraiton the customer into your marketing ecosystem and allows you to track their engagement with your brand.

There are a few key pieces of information that you'll need in order to create a new marketing contact: name, email address, and order information. With this information, you can create a new EngageBay CRM contact and start sending them targeted communications.

In addition, you can also use this opportunity to upsell or cross-sell other products. By creating a new EngageBay CRM contact for every Acuity Scheduling order, you can maximize your chances of success with each customer.
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Acuity Scheduling + EngageBay CRM Integration

Create EngageBay CRM contact for new Acuity Scheduling appointment

To best take advantage of every new Acuity Scheduling appointment, it is essential to have a strong marketing campaign in EngageBay CRM in place. This will help ensure that potential customers are aware of the event and can easily find information about it.

By taking the time to create a robust EngageBay CRM contact list, businesses can maximize their chances of success with Acuity Scheduling appointment.
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Connect more apps to your Acuity Scheduling + EngageBay CRM flow

Sync bookings to calendars, send email campaigns, log payments, and notify your team instantly. Pick a combination and activate it in one click.

Acuity Scheduling
EngageBay CRM
+
Google CalendarGoogle Calendar (3)
+
MailchimpMailchimp (2)
+
StripeStripe (2)
+
Google SheetsGoogle Sheets (2)
+
ZoomZoom (2)
+
SlackSlack (3)
A
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G
Create an EngageBay CRM contact for every scheduled Acuity Scheduling appointment, and add the event to Google Calendar
New Acuity Scheduling bookings instantly appear in EngageBay CRM as contacts while scheduling the event in Google Calendar, removing manual entry.
A
E
G
When an Acuity Scheduling appointment is rescheduled, update the EngageBay CRM contact and modify the Google Calendar event
Rescheduled Acuity Scheduling appointments automatically update your EngageBay CRM contact records and adjust the Google Calendar event.
A
E
G
When an Acuity Scheduling appointment is canceled, update the EngageBay CRM contact and remove the event from Google Calendar
Canceled Acuity Scheduling appointments automatically update your EngageBay CRM records and remove the event from Google Calendar.

Supported triggers and actions for Acuity Scheduling and EngageBay 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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EngageBay CRM
EngageBay CRM Triggers & Actions
Contact is created in EngageBay CRM
Triggers the automation when a new contact is created
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Contact is updated in EngageBay CRM
Triggers the automation when a contact is updated
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Owner is created in EngageBay CRM
Triggers the automation when a new owner is created
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Deal is created in EngageBay CRM
Triggers the automation when a deal is created
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Deal is updated in EngageBay CRM
Triggers the automation when a deal is updated
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Form is submitted in EngageBay CRM
Triggers the automation when a form is filled
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List is created in EngageBay CRM
Triggers the automation when a new list is created
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Company is created in EngageBay CRM
Triggers the automation when a new company is created
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Company is updated in EngageBay CRM
Triggers the automation when a company is updated
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Create a contact in EngageBay CRM
Adds a new contact to the contact list
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Update contact in EngageBay CRM
Updates contact information with new details
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Search contact by email in EngageBay CRM
Finds and retrieves contact information using their email address
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Add tag to a contact in EngageBay CRM
Adds a tag to a contact
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Remove tag from contact in EngageBay CRM
Untag the contact
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Search contact in EngageBay CRM
Finds and retrieves contact information
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Add contact to a form in EngageBay CRM
Adds a new contact to a form
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Create a company in EngageBay CRM
Creates a new company record
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Search company in EngageBay CRM
Finds information about a company
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What can you automate with Acuity Scheduling + EngageBay CRM?

Streamline your scheduling and customer management by syncing appointments, contacts, and updates automatically.

What you can automate?
🔄
Sync appointments to CRM contacts instantly
Create a new contact in EngageBay CRM the moment an appointment is scheduled in Acuity Scheduling, removing all manual data transfer.
📝
Capture every submitted booking field
Map all client intake form answers, package codes, and time selections directly into EngageBay CRM records for complete visibility.
🔔
Notify your team on new bookings
Alert sales reps and support staff in real time whenever a client books, reschedules, or cancels an appointment.
🔀
Route records based on submitted data
Apply conditional logic to handle bookings differently depending on selected package codes, services, or custom client inputs.
✏️
Keep CRM records updated on changes
Automatically update existing EngageBay CRM contacts and deals whenever appointments are rescheduled or modified in Acuity Scheduling.
🔍
Search and update instead of duplicates
Check existing database records before creating new entries, preventing duplicate contacts in your EngageBay CRM account.
💳
Manage orders and payment status changes
Trigger automated workflows when Acuity Scheduling orders are completed or canceled to keep sales pipelines accurate.
Extend your workflow to messaging apps
Connect Acuity Scheduling and EngageBay CRM with Slack to notify team channels the moment a client interaction occurs.
And much more...

Who is Acuity Scheduling + EngageBay CRM integration for?

Connecting Acuity Scheduling and EngageBay CRM helps growing businesses automate appointment tracking, manage customer relationships, and eliminate manual data entry across sales and scheduling teams.

Performance analysts
Performance analysts
Sales representatives
Sales representatives
Client success managers
Client success managers
Appointment coordinators
Appointment coordinators
Operations managers
Operations managers
Administrative teams
Administrative teams
📈
Performance analysts
You're tracking daily bookings in Acuity Scheduling but your CRM records only update when someone manually exports contacts, so your pipeline reports are always a few hours behind — with this integration, every new booking lands in EngageBay CRM instantly and your reporting stays accurate.
Sales representatives
You manage client consultations in Acuity Scheduling but leads sit unassigned until someone checks the calendar, so prospects wait too long for a response — automating both apps means every scheduled appointment immediately creates a contact in EngageBay CRM so your team can act right away.
🤝
Client success managers
You schedule client onboarding sessions in Acuity Scheduling but have to manually copy attendee details into EngageBay CRM for stakeholder reviews, so progress tracking is always disjointed — this integration means every completed order automatically updates your CRM records so stakeholders see real-time status.
📊
Appointment coordinators
You handle dozens of daily consultations in Acuity Scheduling but high booking volumes make manual data entry impossible to keep up with, so lead records are constantly missed — with this integration, every appointment syncs to EngageBay CRM automatically and your database stays complete.
🛠️
Operations managers
You coordinate initial client discovery calls in Acuity Scheduling while sales reps wait to pick them up in EngageBay CRM, so handoffs frequently slip through the cracks — connecting these apps means every scheduled time slot instantly notifies the right rep and creates a CRM task.
🗂️
Administrative teams
You log client appointments in Acuity Scheduling but tracking payment histories and booking changes manually leads to missing records, so customer histories have gaps — automating both apps means every rescheduled or canceled booking updates your CRM history in real time.
Our team

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Why choose Integrately to automate Acuity Scheduling + EngageBay CRM

Build and manage your Acuity Scheduling + EngageBay 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 + EngageBay 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 — 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.
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How Integrately Works?

1
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Frequently Asked Questions

How do I connect Acuity Scheduling to EngageBay CRM?
Frequently Asked Questions
You can connect Acuity Scheduling and EngageBay CRM instantly using 1-click automation templates or Integrately AI. Start from the Acuity Scheduling and EngageBay CRM integration to link your accounts and sync client bookings effortlessly.
Can I automatically create EngageBay CRM contacts when an Acuity Scheduling appointment is booked?
Frequently Asked Questions
Can I connect Acuity Scheduling, EngageBay CRM, and Google Calendar?
Frequently Asked Questions
What is a good Zapier alternative for Acuity Scheduling and EngageBay CRM?
Frequently Asked Questions
How are appointment cancellations handled between Acuity Scheduling and EngageBay CRM?
Frequently Asked Questions
Can I sync customer data when an Acuity Scheduling order is completed?
Frequently Asked Questions
Do I need coding skills to automate Acuity Scheduling and EngageBay CRM?
Frequently Asked Questions
Is the Acuity Scheduling and EngageBay CRM integration free?
Frequently Asked Questions
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You Can Also Connect Acuity Scheduling or EngageBay CRM With 1500+ Other Apps

Acuity Scheduling
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EngageBay CRM
Popular EngageBay CRM Integrations
Sync EngageBay CRM with email marketing, support ticketing, and analytics tools to streamline your entire sales funnel.