Create note in Pipedrive for Appointment is canceled in Acuity Scheduling
Acuity Scheduling + Pipedrive Integration
Acuity Scheduling + Pipedrive Integration
Connect Acuity Scheduling to Pipedrive in 1 click
Free forever.Use premium features free for 14 days.1.
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
Activity is created in Pipedrive Instant- Activity is updated in Pipedrive Instant
- Activity matches filter in Pipedrive
- Deal is created in Pipedrive Instant
- Deal is updated in Pipedrive Instant
- Deal matches filter in Pipedrive
- Deal stage is updated in Pipedrive Instant
- Lead is created in Pipedrive Instant
- Lead is updated in Pipedrive Instant
- Note is created in Pipedrive Instant
- Note is updated in Pipedrive Instant
- Organization is created in Pipedrive Instant
- Organization is updated in Pipedrive Instant
- Organization matches filter in Pipedrive
- Person is created in Pipedrive Instant
- Person is updated in Pipedrive Instant
- Person matches filter in Pipedrive
- Product is added in Pipedrive Instant
- Product is deleted in Pipedrive Instant
- Product is updated in Pipedrive Instant
2.
Trusted by experts at...
Ready Workflows for Acuity Scheduling + Pipedrive Integration
Just click on the workflow you want to automate
Most popular automations
When Appointment is scheduled in Acuity Scheduling > Check any condition > Create lead in Pipedrive
Acuity Scheduling + Pipedrive Integration
When Appointment is scheduled in Acuity Scheduling > Search user in Pipedrive > Check any condition > Create lead in Pipedrive
Acuity Scheduling + Pipedrive Integration
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Who Is This Integration For?
Consultants
Health and Wellness Coaches
Freelancers
Real Estate Agents
Financial Advisors
Consultants
Consultants often have new appointment bookings through Acuity, but manually transferring client details to Pipedrive for sales follow-up can be tedious and error-prone.
Health and Wellness Coaches
Health and wellness coaches need to keep track of their client appointments and engagement in Acuity but struggle to maintain an organized client database in Pipedrive for personalized marketing and follow-ups.
Freelancers
Freelancers use Acuity to manage meeting schedules but find it challenging to ensure that client contact details and project opportunities are synced with Pipedrive for client management and business tracking purposes.
Real Estate Agents
Real estate agents use Acuity for scheduling property viewings but often face issues updating potential client interactions and property interests into Pipedrive for streamlined property management.
Financial Advisors
Financial advisors book client consultations through Acuity and need to ensure their financial data and meeting insights are consistently tracked and updated in Pipedrive for ongoing account management.
What Can You Automate With Acuity Scheduling + Pipedrive
Log new client appointments
Automatically add a new contact to Pipedrive whenever a client books an appointment in Acuity. This ensures that your sales or service team can swiftly follow up and keep your client engagement seamless.
Sync canceled appointments to update client interactions
When an appointment is canceled in Acuity, automatically update or archive that contact in Pipedrive. This keeps your client records current and helps avoid unnecessary outreach.
Update client details after reschedules
If a client reschedules in Acuity, automatically update the appointment details in Pipedrive. This ensures your CRM reflects the most accurate schedule for upcoming client interactions.
Create follow-up tasks post-appointments
Set up follow-up reminders in Pipedrive for staff whenever an appointment is completed in Acuity. It helps your team remain proactive in client management without missing a beat.
Segment clients based on service type booked
When clients book a specific service type in Acuity, automatically tag or categorize them in Pipedrive. This makes it easy to tailor marketing efforts and service outreach based on client interests.
And much more...
Top 10 Most Popular Acuity Scheduling Automations from
Integrately Community
Just click on the workflow you want to automate
Create FreshBooks invoice for new Acuity Scheduling order
Create WordPress post for new Acuity Scheduling order
Create Google Sheets row for new Acuity Scheduling order
Create Autopilot contact for new Acuity Scheduling order
Create Microsoft Excel row for new Acuity Scheduling order
Create FreshBooks invoice for new Acuity Scheduling order
Create WordPress post for new Acuity Scheduling order
Create Google Sheets row for new Acuity Scheduling order
Create Autopilot contact for new Acuity Scheduling order
Create Microsoft Excel row for new Acuity Scheduling order
Create Webflow post for new Acuity Scheduling order
Update WooCommerce order from new Acuity Scheduling order
Create ActiveCampaign contact for new Acuity Scheduling order
Create SimpleTexting contact for new Acuity Scheduling order
Create Bubble data thing for new Acuity Scheduling order
Create Webflow post for new Acuity Scheduling order
Update WooCommerce order from new Acuity Scheduling order
Create ActiveCampaign contact for new Acuity Scheduling order
Create SimpleTexting contact for new Acuity Scheduling order
Create Bubble data thing for new Acuity Scheduling order
Top 10 Most Popular Pipedrive Automations from
Integrately Community
Most popular
01
Create Pipedrive note for new WhatsApp message
02
Create Pipedrive note for new Stripe charge
03
Create Pipedrive note for new Jira Service Desk ticket
04
Create Google Sheets row for new Pipedrive deal
05
Send SendGrid email for new Pipedrive deal
06
Create Pipedrive note for new Calendly event invitee
07
Create Pipedrive note for new ClickSend SMS message
08
Send ClickSend SMS message for new Pipedrive deal
09
When Person is created in Pipedrive > Create Task in Chatwork
10
Send MessageBird message for new Pipedrive deal
Most popular
01
Create Pipedrive note for new WhatsApp message
02
Create Pipedrive note for new Stripe charge
03
Create Pipedrive note for new Jira Service Desk ticket
04
Create Google Sheets row for new Pipedrive deal
05
Send SendGrid email for new Pipedrive deal
06
Create Pipedrive note for new Calendly event invitee
07
Create Pipedrive note for new ClickSend SMS message
08
Send ClickSend SMS message for new Pipedrive deal
09
When Person is created in Pipedrive > Create Task in Chatwork
10
Send MessageBird message for new Pipedrive deal
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Acuity Scheduling + Pipedrive Now 
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You Can Also Connect Acuity Scheduling or Pipedrive With 1400+ 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.
Pipedrive
Pipedrive is a CRM software that helps you organize your sales, marketing, and customer relationships in one place. You can then use this information to stay on top of your leads and expand your business.
