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 Holded? This integration will allow you to automatically create a contact for each new order in Holded.
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 Holded.
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 Holded.
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 Holded 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.
Holded is the only cloud-based tool that has everything you need to manage your company. No more switching between software tools to find what you're looking for. It's all one place — and it's easy to use.