Acuity Scheduling + Freshworks CRM (Freshsales Suite) Integration

Connect Acuity Scheduling to Freshworks CRM (Freshsales Suite) - Automate your workflows in 1-click

Leverage Acuity Scheduling automations to simplify appointment scheduling, reduce back-and-forth communication, and manage cancellations efficiently. Make use of Freshworks CRM (Freshsales Suite) automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. And automate all the repetitive tasks between Acuity Scheduling & Freshworks CRM (Freshsales Suite) using Integrately.
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Acuity Scheduling + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) 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 Freshworks CRM (Freshsales Suite)? This integration will allow you to automatically create a contact for each new order in Freshworks CRM (Freshsales Suite).

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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Acuity Scheduling + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) deal for new Acuity Scheduling appointment

In your business, you may need to track when someone is invited to an appointment. You can do this by creating a deal in Freshworks CRM (Freshsales Suite).

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 Freshworks CRM (Freshsales Suite).

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.
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Acuity Scheduling + Freshworks CRM (Freshsales Suite) Integration
1.
  • Acuity Scheduling
    Appointment is scheduled (with filters) in Acuity Scheduling

    Triggers the automation whenever any appointment is scheduled, that matches criteria

  • Acuity Scheduling
    Appointment is scheduled in Acuity Scheduling

    Triggers the automation whenever any appointment is scheduled

    Instant
  • Acuity Scheduling
    Appointment is rescheduled in Acuity Scheduling

    Triggers the automation whenever any appointment is rescheduled

    Instant
  • Acuity Scheduling
    Appointment is canceled in Acuity Scheduling

    Triggers the automation whenever any appointment is canceled

    Instant
  • Acuity Scheduling
    Order is completed in Acuity Scheduling

    Triggers the automation whenever any order is completed

    Instant
  • Freshworks CRM (Freshsales Suite)
    Contact is created in Freshworks CRM (Freshsales Suite)

    Triggers the automation whenever a new contact is created

  • Freshworks CRM (Freshsales Suite)
    Contact is updated in Freshworks CRM (Freshsales Suite)

    Triggers the automation whenever a contact is updated

  • Freshworks CRM (Freshsales Suite)
    Deal is updated in Freshworks CRM (Freshsales Suite)

    Triggers the automation whenever a deal is updated

  • Freshworks CRM (Freshsales Suite)
    Deal is created in Freshworks CRM (Freshsales Suite)

    Triggers the automation whenever a deal is created

  • Freshworks CRM (Freshsales Suite)
    Task is created in Freshworks CRM (Freshsales Suite)

    Triggers the automation whenever a new task is created

  • Freshworks CRM (Freshsales Suite)
    Account is created in Freshworks CRM (Freshsales Suite)

    Triggers the automation whenever a new account is created

  • Freshworks CRM (Freshsales Suite)
    Account is updated in Freshworks CRM (Freshsales Suite)

    Triggers the automation whenever an account is updated

2.
  • Acuity Scheduling
    Search appointment using client info in Acuity Scheduling

    Automatically searches for an appointment using client information

  • Acuity Scheduling
    Get appointment by id in Acuity Scheduling

    Automatically retrieves an appointment using its ID

  • Acuity Scheduling
    Create an appointment in Acuity Scheduling

    Automatically schedule a new appointment

  • Acuity Scheduling
    Reschedule an appointment in Acuity Scheduling

    Automatically reschedules an appointment

  • Acuity Scheduling
    Cancel appointment in Acuity Scheduling

    Automatically cancel appointments with a click of a button

  • Acuity Scheduling
    Customize block off time in Acuity Scheduling

    Automatically set unavailable time periods

  • Acuity Scheduling
    Add package code in Acuity Scheduling

    Automatically adds code snippets to a package

  • Acuity Scheduling
    Add coupon code in Acuity Scheduling

    Automatically apply a coupon code at checkout

  • Freshworks CRM (Freshsales Suite)
    Search contact in Freshworks CRM (Freshsales Suite)

    Automatically finds and retrieves contact information

  • Freshworks CRM (Freshsales Suite)
    Create contact in Freshworks CRM (Freshsales Suite)

    Automatically adds a new contact to the database

  • Freshworks CRM (Freshsales Suite)
    Search contact by email in Freshworks CRM (Freshsales Suite)

    Automatically finds and retrieves contact information using their email address

  • Freshworks CRM (Freshsales Suite)
    Update contact in Freshworks CRM (Freshsales Suite)

    Automatically updates contact information with new details

  • Freshworks CRM (Freshsales Suite)
    Search contact by phone number in Freshworks CRM (Freshsales Suite)

    Automatically find information about a contact using the phone number

  • Freshworks CRM (Freshsales Suite)
    Get contact by id in Freshworks CRM (Freshsales Suite)

    Automatically retrieves a contact's information based on their ID

  • Freshworks CRM (Freshsales Suite)
    Add note to a contact in Freshworks CRM (Freshsales Suite)

    Automatically adds a note to a contact

  • Freshworks CRM (Freshsales Suite)
    Create task for contact in Freshworks CRM (Freshsales Suite)

    Automatically creates a task to follow up with a contact

  • Freshworks CRM (Freshsales Suite)
    Delete contact in Freshworks CRM (Freshsales Suite)

    Automatically removes a contact from the address book

  • Freshworks CRM (Freshsales Suite)
    Create deal in Freshworks CRM (Freshsales Suite)

    Automatically generates a new deal with

  • Freshworks CRM (Freshsales Suite)
    Get deal by id in Freshworks CRM (Freshsales Suite)

    Automatically retrieves a deal by its ID

  • Freshworks CRM (Freshsales Suite)
    Search deal by name in Freshworks CRM (Freshsales Suite)

    Automatically searches for a deal by its name with

  • Freshworks CRM (Freshsales Suite)
    Create task for deal in Freshworks CRM (Freshsales Suite)

    Automatically creates a new task for a particular deal

  • Freshworks CRM (Freshsales Suite)
    Add note to a deal in Freshworks CRM (Freshsales Suite)

    Automatically adds a note to a deal

  • Freshworks CRM (Freshsales Suite)
    Update deal in Freshworks CRM (Freshsales Suite)

    Automatically updates deal information based on new criteria or changes

  • Freshworks CRM (Freshsales Suite)
    Create or Update contact in Freshworks CRM (Freshsales Suite)

    Automatically adds or update contact information

  • Freshworks CRM (Freshsales Suite)
    Create account in Freshworks CRM (Freshsales Suite)

    Automatically generates a new account

  • Freshworks CRM (Freshsales Suite)
    Create task for an account in Freshworks CRM (Freshsales Suite)

    Automatically creates a task to follow up with a account

  • Freshworks CRM (Freshsales Suite)
    Get account by id in Freshworks CRM (Freshsales Suite)

    Automatically retrieves account information based on the account ID

  • Freshworks CRM (Freshsales Suite)
    Search account by name in Freshworks CRM (Freshsales Suite)

    Automatically searches for an account using the name

  • Freshworks CRM (Freshsales Suite)
    Add note to an account in Freshworks CRM (Freshsales Suite)

    Automatically adds a note to the account without manual input

  • Freshworks CRM (Freshsales Suite)
    Mark task as completed in Freshworks CRM (Freshsales Suite)

    Automatically marks the task as completed

  • Freshworks CRM (Freshsales Suite)
    Get task by id in Freshworks CRM (Freshsales Suite)

    Automatically retrieves a task using its ID

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