Acuity Scheduling + Microsoft Dynamics 365 CRM Integration

Q: Can I automatically create Microsoft Dynamics 365 CRM leads from Acuity Scheduling appointments?

You can automatically create Microsoft Dynamics 365 CRM leads from every Acuity Scheduling appointment using 1-click automations on Integrately. Start with a ready workflow or build custom triggers with Integrately AI.

Q: Can I connect Acuity Scheduling, Microsoft Dynamics 365 CRM, and HubSpot?

You can connect Acuity Scheduling, Microsoft Dynamics 365 CRM, and HubSpot in a single multi-step workflow. Sync bookings to your CRM while updating your marketing contacts in HubSpot, along with 1,500+ other apps.

Q: What is a good Zapier alternative for Acuity Scheduling and Microsoft Dynamics 365 CRM?

Integrately is a fast, reliable alternative for connecting Acuity Scheduling and Microsoft Dynamics 365 CRM, offering 20 million+ ready automations, 24/5 live chat support, and AI-assisted workflow building at a lower cost.

Q: How does Acuity Scheduling handle appointment data during integration?

When an appointment is scheduled in Acuity Scheduling, Integrately instantly extracts client details and booking fields to update your Microsoft Dynamics 365 CRM records without manual entry.

Q: How does Microsoft Dynamics 365 CRM receive updates from Acuity Scheduling?

Microsoft Dynamics 365 CRM receives real-time updates whenever appointments are scheduled, rescheduled, or canceled in Acuity Scheduling, ensuring your lead and account pipelines stay accurate.

Q: Do I need coding skills to automate Acuity Scheduling and Microsoft Dynamics 365 CRM?

No coding skills are required to connect Acuity Scheduling and Microsoft Dynamics 365 CRM. You can activate ready templates instantly or let Integrately AI build your exact workflow.

Q: Is the Acuity Scheduling and Microsoft Dynamics 365 CRM integration free?

The Acuity Scheduling and Microsoft Dynamics 365 CRM integration is available with a free forever plan on Integrately, giving you access to ready workflows and automated syncing.

Integrate Acuity Scheduling to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each booking handled. Sync bookings, create leads, update contacts, and trigger follow-ups automatically.

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Appointment is scheduled (with filters) in Acuity Scheduling
Appointment is scheduled in Acuity Scheduling Instant
Appointment is rescheduled in Acuity Scheduling Instant
Appointment is canceled in Acuity Scheduling Instant
Order is completed in Acuity Scheduling Instant
Member is added to marketing list in Microsoft Dynamics 365 CRM
Sales order is created in Microsoft Dynamics 365 CRM
Contact is updated in Microsoft Dynamics 365 CRM
Contact is created in Microsoft Dynamics 365 CRM
Account is created in Microsoft Dynamics 365 CRM
Account is updated in Microsoft Dynamics 365 CRM
Opportunity is created in Microsoft Dynamics 365 CRM
Opportunity is updated in Microsoft Dynamics 365 CRM
Case is created in Microsoft Dynamics 365 CRM
Case is updated in Microsoft Dynamics 365 CRM
Lead is created in Microsoft Dynamics 365 CRM
Lead is updated in Microsoft Dynamics 365 CRM
Quote is updated in Microsoft Dynamics 365 CRM

Search appointment using client info in Acuity Scheduling
Get appointment by id in Acuity Scheduling
Create appointment in Acuity Scheduling
Reschedule appointment in Acuity Scheduling
Cancel appointment in Acuity Scheduling
Customize block off time in Acuity Scheduling
Add package code in Acuity Scheduling
Add coupon code in Acuity Scheduling
Search marketing list by name in Microsoft Dynamics 365 CRM
Get contact by Id in Microsoft Dynamics 365 CRM
Get marketing list members in Microsoft Dynamics 365 CRM
Create lead in Microsoft Dynamics 365 CRM
Update lead in Microsoft Dynamics 365 CRM
Search lead in Microsoft Dynamics 365 CRM
Create contact in Microsoft Dynamics 365 CRM
Update contact in Microsoft Dynamics 365 CRM
Create account in Microsoft Dynamics 365 CRM
Search account in Microsoft Dynamics 365 CRM
Update account in Microsoft Dynamics 365 CRM
Search contact in Microsoft Dynamics 365 CRM
Search Currency in Microsoft Dynamics 365 CRM
Create case in Microsoft Dynamics 365 CRM
Update case in Microsoft Dynamics 365 CRM
Search case in Microsoft Dynamics 365 CRM
Get account by ID in Microsoft Dynamics 365 CRM

Trusted by experts at...

Ready Workflows for Acuity Scheduling + Microsoft Dynamics 365 CRM Integration

Capture bookings, organise appointments, keep CRM records updated, alert your team, and send follow-ups, all in just one click.

Create Microsoft Dynamics 365 CRM 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 Microsoft Dynamics 365 CRM? This integration will allow you to automatically create a contact for each new order in Microsoft Dynamics 365 CRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.

Activate

Update Microsoft Dynamics 365 CRM contact from new Acuity Scheduling appointment

Acuity Scheduling + Microsoft Dynamics 365 CRM Integration

Activate

Create Acuity Scheduling appointment for new Microsoft Dynamics 365 CRM contact

Microsoft Dynamics 365 CRM + Acuity Scheduling Integration

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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Acuity Scheduling + Microsoft Dynamics 365 CRM flow

Send calendar invites, alert teams in chat, sync customer records, collect payments, email clients, and schedule video calls after your core flow finishes. Pick a combination and activate it in one click.

Microsoft Outlook (4)

Microsoft Teams (4)

HubSpot (4)

Stripe (4)

Gmail (4)

Zoom (4)

Create a Microsoft Dynamics 365 CRM lead from every Acuity Scheduling appointment, and send a calendar invite in Microsoft Outlook

New Acuity Scheduling appointments immediately create a lead in Microsoft Dynamics 365 CRM and send an Outlook invite, keeping your sales pipeline fully synchronized.

When an Acuity Scheduling appointment is canceled, update the lead in Microsoft Dynamics 365 CRM and notify your team via Microsoft Outlook

Canceled Acuity Scheduling bookings automatically update Microsoft Dynamics 365 CRM and notify your team through Microsoft Outlook, preventing scheduling confusion.

If an Acuity Scheduling order is completed, create a contact in Microsoft Dynamics 365 CRM and send a receipt in Microsoft Outlook

Completed Acuity Scheduling orders automatically generate a contact in Microsoft Dynamics 365 CRM and email a receipt using Microsoft Outlook.

Use ChatGPT to summarize Acuity Scheduling appointments, create a Microsoft Dynamics 365 CRM lead, and email the brief in Microsoft Outlook

ChatGPT summarizes new Acuity Scheduling client details, creating a Microsoft Dynamics 365 CRM lead and emailing a briefing via Microsoft Outlook.

Create a Microsoft Dynamics 365 CRM lead from new Acuity Scheduling appointments, and alert your sales channel in Microsoft Teams

New Acuity Scheduling bookings instantly create a Microsoft Dynamics 365 CRM lead and post an alert in Microsoft Teams for rapid sales follow-up.

When an Acuity Scheduling appointment is rescheduled, update the Microsoft Dynamics 365 CRM lead and notify the team in Microsoft Teams

Rescheduled Acuity Scheduling appointments update Microsoft Dynamics 365 CRM and alert your team in Microsoft Teams, keeping schedules accurate.

If an Acuity Scheduling appointment includes a VIP package code, create a priority lead in Microsoft Dynamics 365 CRM and alert executives in Microsoft Teams

VIP package code appointments in Acuity Scheduling create priority Microsoft Dynamics 365 CRM leads and alert leadership in Microsoft Teams.

Use Claude to evaluate Acuity Scheduling appointments, create a Microsoft Dynamics 365 CRM lead, and post the analysis in Microsoft Teams

Claude analyzes new Acuity Scheduling bookings, generates a Microsoft Dynamics 365 CRM lead, and shares insights in Microsoft Teams.

Create a HubSpot contact from every Acuity Scheduling appointment, and create a matching lead in Microsoft Dynamics 365 CRM

New Acuity Scheduling appointments create HubSpot contacts and Microsoft Dynamics 365 CRM leads simultaneously for unified marketing and sales tracking.

When a HubSpot contact is updated, update the matching lead in Microsoft Dynamics 365 CRM and schedule a follow-up in Acuity Scheduling

HubSpot contact updates automatically update Microsoft Dynamics 365 CRM leads and schedule follow-up appointments in Acuity Scheduling.

If a HubSpot deal is won, create a paid order in Acuity Scheduling and update the account in Microsoft Dynamics 365 CRM

Won HubSpot deals automatically generate paid Acuity Scheduling orders and update Microsoft Dynamics 365 CRM accounts.

Use Gemini to analyze HubSpot form submissions, create an Acuity Scheduling appointment, and update Microsoft Dynamics 365 CRM

Gemini processes HubSpot form inputs, books an Acuity Scheduling appointment, and updates Microsoft Dynamics 365 CRM records.

When an Acuity Scheduling order is completed via Stripe payment, create a lead in Microsoft Dynamics 365 CRM

Paid Acuity Scheduling orders processed through Stripe automatically create leads in Microsoft Dynamics 365 CRM for customer tracking.

If an Acuity Scheduling appointment is booked, create a payment invoice in Stripe and update Microsoft Dynamics 365 CRM

New Acuity Scheduling bookings generate Stripe invoices and update Microsoft Dynamics 365 CRM accounts automatically.

When an Acuity Scheduling appointment is canceled, search Microsoft Dynamics 365 CRM and update billing status

Canceled Acuity Scheduling appointments trigger Microsoft Dynamics 365 CRM lookups to adjust billing and account records.

Use Perplexity to research Acuity Scheduling clients, create a Microsoft Dynamics 365 CRM lead, and log transaction data

Perplexity enriches Acuity Scheduling client data, creating a Microsoft Dynamics 365 CRM lead and updating financial tracking.

Create a Microsoft Dynamics 365 CRM lead from every Acuity Scheduling appointment, and send a welcome email in Gmail

New Acuity Scheduling bookings create Microsoft Dynamics 365 CRM leads and send personalized welcome emails via Gmail instantly.

When an Acuity Scheduling appointment is rescheduled, update Microsoft Dynamics 365 CRM and email the update via Gmail

Rescheduled Acuity Scheduling appointments update Microsoft Dynamics 365 CRM and send notification emails through Gmail.

If an Acuity Scheduling appointment has a coupon code, create a tagged lead in Microsoft Dynamics 365 CRM and send a special offer email in Gmail

Coupon code bookings in Acuity Scheduling create tagged Microsoft Dynamics 365 CRM leads and trigger promotional Gmail messages.

Use ChatGPT to draft welcome emails for Acuity Scheduling appointments, create a Microsoft Dynamics 365 CRM lead, and send via Gmail

ChatGPT drafts personalized welcome emails for Acuity Scheduling bookings, creating a Microsoft Dynamics 365 CRM lead and sending via Gmail.

Create a Microsoft Dynamics 365 CRM lead from every Acuity Scheduling appointment, and schedule a Zoom meeting

New Acuity Scheduling appointments automatically create Microsoft Dynamics 365 CRM leads and schedule Zoom video conferences.

When an Acuity Scheduling appointment is rescheduled, update the Microsoft Dynamics 365 CRM lead and update the Zoom meeting

Rescheduled Acuity Scheduling bookings update Microsoft Dynamics 365 CRM leads and adjust Zoom meeting times automatically.

If an Acuity Scheduling appointment is canceled, update Microsoft Dynamics 365 CRM and cancel the Zoom meeting

Canceled Acuity Scheduling appointments update Microsoft Dynamics 365 CRM records and cancel the corresponding Zoom meetings.

Use Claude to prepare consultation briefs for Acuity Scheduling appointments, create a Microsoft Dynamics 365 CRM lead, and schedule Zoom

Claude generates consultation notes for Acuity Scheduling bookings, creates a Microsoft Dynamics 365 CRM lead, and schedules a Zoom meeting.

Supported triggers and actions for Acuity Scheduling and Microsoft Dynamics 365 CRM

Mix and match to build the exact automation you need

Acuity Scheduling Triggers & Actions

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 scheduled in Acuity Scheduling

Triggers the automation when any appointment is scheduled

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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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Microsoft Dynamics 365 CRM Triggers & Actions

Member is added to marketing list in Microsoft Dynamics 365 CRM

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Sales order is created in Microsoft Dynamics 365 CRM

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Contact is updated in Microsoft Dynamics 365 CRM

Triggers the automation when a contact is updated

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Contact is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new contact is created

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Account is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new account is created

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Account is updated in Microsoft Dynamics 365 CRM

Triggers the automation when an account is updated

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Opportunity is created in Microsoft Dynamics 365 CRM

Triggers the automation when any opportunity is updated

Try it →

Opportunity is updated in Microsoft Dynamics 365 CRM

Triggers the automation when any opportunity is updated

Try it →

Case is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new case is created

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Case is updated in Microsoft Dynamics 365 CRM

Triggers the automation when any case is updated

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Lead is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new lead is created

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Lead is updated in Microsoft Dynamics 365 CRM

Triggers the automation when the lead information is updated

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Quote is updated in Microsoft Dynamics 365 CRM

Triggers the automation when any quote is updated

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What can you automate with Acuity Scheduling + Microsoft Dynamics 365 CRM?

Streamline your scheduling and CRM workflows with automated triggers and actions.

Get Started For Free

🔄

Sync bookings to CRM leads instantly

Automatically create a Microsoft Dynamics 365 CRM lead the moment a new appointment is scheduled in Acuity Scheduling. Eliminate manual data entry and ensure zero lag in your sales pipeline.

📥

Capture every submitted client field

Map all custom intake questions and submitted booking answers directly into your Microsoft Dynamics 365 CRM records. Maintain complete client profiles without copying data by hand.

📢

Alert your team the moment bookings happen

Notify your sales or support team via Microsoft Teams or Microsoft Outlook whenever an appointment is scheduled. Keep everyone aligned and ready for client interactions.

🔀

Route leads based on submitted criteria

Use conditional logic to handle VIP bookings, package codes, or coupon codes differently. Send high-priority leads to senior reps while standard bookings route normally.

✏️

Keep CRM records updated automatically

Automatically update Microsoft Dynamics 365 CRM contact details and lead statuses whenever an appointment is rescheduled or modified in Acuity Scheduling.

🔍

Search and update instead of duplicating

Check whether a client already exists in Microsoft Dynamics 365 CRM before creating a new record. Update existing profiles to maintain a clean database.

💳

Handle order completions and cancellations

Trigger automated workflows when Acuity Scheduling orders are completed or appointments are canceled. Keep your CRM financial and status records accurate.

🌐

Extend flows to popular supporting apps

Connect your core Acuity Scheduling and Microsoft Dynamics 365 CRM flow with tools like Slack, Stripe, Zoom, or Gmail for a complete multi-app automation stack.

And much more...

Who is Acuity Scheduling + Microsoft Dynamics 365 CRM integration for?

Connect Acuity Scheduling to Microsoft Dynamics 365 CRM to eliminate manual data entry, streamline lead management, and keep customer records synchronized across your business.

Performance marketers

Sales representatives

Client success managers

Support teams

Account executives

Operations managers

📈

Performance marketers

You're running appointment campaigns across multiple channels but your reporting sheet only updates when someone manually exports booking data, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new booking lands in the CRM instantly and your data stays current.

⚡

Sales representatives

You rely on rapid outreach to convert new prospects, but finding out about scheduled appointments hours later means leads go cold before you make contact — with this integration, every new booking creates a CRM lead instantly so you can follow up immediately.

🤝

Client success managers

You coordinate onboarding sessions for new clients, but manually transferring appointment details into client accounts leads to scheduling errors and missed notes — with this integration, every booking update syncs directly to your CRM records.

📋

Support teams

You handle high volumes of customer inquiries and appointment requests, but keeping your tracking records updated by hand causes massive administrative bottlenecks — with this integration, every order and appointment syncs automatically without manual effort.

🎯

Account executives

You manage complex sales pipelines and depend on upstream lead handoffs from booking tools to CRM pipelines, but delayed updates stall your deals — with this integration, every scheduled meeting updates your pipeline records right away.

🔍

Operations managers

You audit scheduling data and customer histories, but manual entry errors leave frustrating gaps in your audit trails — with this integration, every client interaction and booking status change is logged reliably.

Try This Integration – No Code Needed

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Why choose Integrately to automate Acuity Scheduling + Microsoft Dynamics 365 CRM

Build and manage your Acuity Scheduling + Microsoft Dynamics 365 CRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected

Connect Acuity Scheduling + Microsoft Dynamics 365 CRM with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

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Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.

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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

Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.

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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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Frequently Asked Questions

How do I connect Acuity Scheduling to Microsoft Dynamics 365 CRM?

You can connect Acuity Scheduling to Microsoft Dynamics 365 CRM in just one click using ready-made workflows on Integrately. Choose a pre-built template or ask Integrately AI to build the integration for you. You can also connect apps like Microsoft Outlook, Microsoft Teams, and Gmail.

Can I automatically create Microsoft Dynamics 365 CRM leads from Acuity Scheduling appointments?

Can I connect Acuity Scheduling, Microsoft Dynamics 365 CRM, and HubSpot?

What is a good Zapier alternative for Acuity Scheduling and Microsoft Dynamics 365 CRM?

How does Acuity Scheduling handle appointment data during integration?

How does Microsoft Dynamics 365 CRM receive updates from Acuity Scheduling?

Do I need coding skills to automate Acuity Scheduling and Microsoft Dynamics 365 CRM?

Is the Acuity Scheduling and Microsoft Dynamics 365 CRM integration free?

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Want to automate something else in your workflow?

You Can Also Connect Acuity Scheduling or Microsoft Dynamics 365 CRM With 1500+ Other Apps

Popular Acuity Scheduling Integrations

Connect Acuity Scheduling with calendar, payment, video conferencing, and email tools to streamline your booking workflows.

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Acuity Scheduling Integrations

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Popular Microsoft Dynamics 365 CRM Integrations

Sync Microsoft Dynamics 365 CRM with marketing, support, accounting, and communication platforms to keep business data unified.

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Microsoft Dynamics 365 CRM Integrations

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Acuity Scheduling + Microsoft Dynamics 365 CRM Integration

Integrate Acuity Scheduling to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each booking handled. Sync bookings, create leads, update contacts, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Acuity Scheduling + Microsoft Dynamics 365 CRM Integration

Capture bookings, organise appointments, keep CRM records updated, alert your team, and send follow-ups, all in just one click.

Create Microsoft Dynamics 365 CRM contact from new Acuity Scheduling order

Update Microsoft Dynamics 365 CRM contact from new Acuity Scheduling appointment

Create Acuity Scheduling appointment for new Microsoft Dynamics 365 CRM contact

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Acuity Scheduling + Microsoft Dynamics 365 CRM flow

Send calendar invites, alert teams in chat, sync customer records, collect payments, email clients, and schedule video calls after your core flow finishes. Pick a combination and activate it in one click.

Supported triggers and actions for Acuity Scheduling and Microsoft Dynamics 365 CRM

Mix and match to build the exact automation you need

What can you automate with Acuity Scheduling + Microsoft Dynamics 365 CRM?

Streamline your scheduling and CRM workflows with automated triggers and actions.

Who is Acuity Scheduling + Microsoft Dynamics 365 CRM integration for?

Connect Acuity Scheduling to Microsoft Dynamics 365 CRM to eliminate manual data entry, streamline lead management, and keep customer records synchronized across your business.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Acuity Scheduling + Microsoft Dynamics 365 CRM

Build and manage your Acuity Scheduling + Microsoft Dynamics 365 CRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Acuity Scheduling or Microsoft Dynamics 365 CRM With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Acuity Scheduling + Microsoft Dynamics 365 CRM Integration

Integrate Acuity Scheduling to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each booking handled. Sync bookings, create leads, update contacts, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Acuity Scheduling + Microsoft Dynamics 365 CRM Integration

Capture bookings, organise appointments, keep CRM records updated, alert your team, and send follow-ups, all in just one click.

Create Microsoft Dynamics 365 CRM contact from new Acuity Scheduling order

Update Microsoft Dynamics 365 CRM contact from new Acuity Scheduling appointment

Create Acuity Scheduling appointment for new Microsoft Dynamics 365 CRM contact

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Acuity Scheduling + Microsoft Dynamics 365 CRM flow

Send calendar invites, alert teams in chat, sync customer records, collect payments, email clients, and schedule video calls after your core flow finishes. Pick a combination and activate it in one click.

Supported triggers and actions for Acuity Scheduling and Microsoft Dynamics 365 CRM

Mix and match to build the exact automation you need

What can you automate with Acuity Scheduling + Microsoft Dynamics 365 CRM?

Streamline your scheduling and CRM workflows with automated triggers and actions.

Who is Acuity Scheduling + Microsoft Dynamics 365 CRM integration for?

Connect Acuity Scheduling to Microsoft Dynamics 365 CRM to eliminate manual data entry, streamline lead management, and keep customer records synchronized across your business.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Acuity Scheduling + Microsoft Dynamics 365 CRM

Build and manage your Acuity Scheduling + Microsoft Dynamics 365 CRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Acuity Scheduling or Microsoft Dynamics 365 CRM With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click