Acuity Scheduling + Salesforce Integration

Connect Acuity Scheduling to Salesforce - 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 Salesforce automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Skip the manual back and forth! Easily automate the flow of data between Acuity Scheduling & Salesforce using Integrately.
Get Started For Free Free forever. Use premium features free for 14 days.

Ready Workflows For Acuity Scheduling + Salesforce Integration

Just click on the workflow you want to automate
most-popular-automations
Acuity Scheduling + Salesforce Integration

Create Salesforce 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 Salesforce? This integration will allow you to automatically create a contact for each new order in Salesforce.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
See more
Acuity Scheduling + Salesforce Integration

Create Salesforce task for new Acuity Scheduling appointment

Creating task in Salesforce is a great way to keep track of task that need to be completed when an appointment is created in your Acuity Scheduling account.

With the help of this integration, when an appointment is created, a task will be automatically created in Salesforce and will include the details of the appointment (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new appointment. You can then simply assign the task to someone on your team and they can get started!
See more
Acuity Scheduling + Salesforce Integration

Create Salesforce record for new Acuity Scheduling appointment

It's important to keep track of your bookings, and creating a spreadsheet can help you do just that. Automatically creating a new record in Salesforce for every new Acuity Scheduling appointment created will help you keep track of the details of each appointment, including the date, time, and number of guests.

Also all the relevant data will be stored in one place and can be easily accessed by anyone who needs it. This makes it easier to generate reports on appointments and their associated data. In short, using this Acuity Scheduling - Salesforce integration will save time and hassle down the line, so it is well worth doing. So go ahead and get started today!
See more
Acuity Scheduling + Salesforce Integration

Create Salesforce record for new Acuity Scheduling order

With this Acuity Scheduling - Salesforce integration, whenever a new Acuity Scheduling order is placed, a new Salesforce record will be created for it. This simple automation will help you keep track of your orders and make sure that each one is processed properly.

You can even customize your Salesforce spreadsheet to include whatever information you need, such as customer contact information, order details, and shipping information. This automation will save you time and ensure that your business runs smoothly.
See more
Acuity Scheduling + Salesforce Integration

Create Salesforce opportunity 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 opportunity in Salesforce.

But manually creating a opportunity 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 opportunity creation in Salesforce.

This makes it easy to keep track of all the interactions that person has with your company. By using opportunity, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
See more
  • 1of5

Create Your Own Acuity Scheduling & Salesforce Integration Without Any Code

1. Select when the automation is executed
2. Select what action you want to automate
Create Custom Workflow
Acuity Scheduling + Salesforce 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
  • Salesforce
    Record is created in Salesforce

    Triggers the automation whenever a new record is created

  • Salesforce
    Record is updated in Salesforce

    Triggers the automation whenever any record is updated

  • Salesforce
    Field is updated on record in Salesforce

    Triggers the automation whenever a particular action in the workflow fails

  • Salesforce
    Lead is created in Salesforce

    Triggers the automation whenever a new lead is created

  • Salesforce
    Lead is updated in Salesforce

    Triggers the automation whenever the lead information is updated

  • Salesforce
    Opportunity is created in Salesforce

    Triggers the automation whenever any opportunity is updated

  • Salesforce
    Opportunity is updated in Salesforce

    Triggers the automation whenever any opportunity is updated

  • Salesforce
    Task is created in Salesforce

    Triggers the automation whenever a new task is created

  • Salesforce
    Task is updated in Salesforce

    Triggers the automation whenever any task is updated

  • Salesforce
    Contact is updated in Salesforce

    Triggers the automation whenever a contact is updated

  • Salesforce
    Contact is created in Salesforce

    Triggers the automation whenever a new contact is created

  • Salesforce
    Account is created in Salesforce

    Triggers the automation whenever a new account is created

  • Salesforce
    Account is updated in Salesforce

    Triggers the automation whenever an account is updated

  • Salesforce
    Outbound message is received in Salesforce

    Triggers the automation whenever an outbound message is received

    Instant
  • Salesforce
    Case is created in Salesforce

    Triggers the automation whenever a new case is created

  • Salesforce
    Case is updated in Salesforce

    Triggers the automation whenever any case is updated

  • Salesforce
    Quote is created in Salesforce

    Triggers the automation whenever a new quote is created

  • Salesforce
    Quote is updated in Salesforce

    Triggers the automation whenever any quote 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

  • Salesforce
    Search record using query in Salesforce

    Automatically searches for a record using the query provided by the user

  • Salesforce
    Create record in Salesforce

    Automatically generates a new record

  • Salesforce
    Update record in Salesforce

    Automatically updates a record with new information

  • Salesforce
    Search record in Salesforce

    Automatically searches for a record within a given database

  • Salesforce
    Create lead in Salesforce

    Automatically generates new leads for potential customers

  • Salesforce
    Update lead in Salesforce

    Automatically updates the lead information

  • Salesforce
    Search lead in Salesforce

    Automatically retrieves information for a particular lead

  • Salesforce
    Create contact in Salesforce

    Automatically adds a new contact to the database

  • Salesforce
    Update contact in Salesforce

    Automatically updates contact information with new details

  • Salesforce
    Search contact in Salesforce

    Automatically finds and retrieves contact information

  • Salesforce
    Create opportunity in Salesforce

    Automatically creates a new instance of the support system

  • Salesforce
    Update opportunity in Salesforce

    Automatically updates the opportunity details as needed

  • Salesforce
    Search opportunity in Salesforce

    Automatically searches for a opportunity

  • Salesforce
    Add contact to campaign in Salesforce

    Automatically adds a contact to a campaign for targeted communication

  • Salesforce
    Add lead to campaign in Salesforce

    Automatically adds a new lead to a marketing campaign for targeted outreach

  • Salesforce
    Create account in Salesforce

    Automatically generates a new account

  • Salesforce
    Search account in Salesforce

    Automatically searches for account information

  • Salesforce
    Update account in Salesforce

    Automatically updates account information

  • Salesforce
    Create task in Salesforce

    Automatically creates a new task

  • Salesforce
    Update task in Salesforce

    Automatically updates the task with new information or changes

  • Salesforce
    Search task in Salesforce

    Automatically searches for a task

  • Salesforce
    Get tasks by contact Id in Salesforce

    Automatically retrieves tasks associated with a contact Id

  • Salesforce
    Create case in Salesforce

    Automatically generates a new case entry

  • Salesforce
    Update case in Salesforce

    Automatically updates case details based on new information received

  • Salesforce
    Search case in Salesforce

    Automatically searches for a case record

  • Salesforce
    Get Record by Id in Salesforce

    Automatically retrieves a record based on its ID

  • Salesforce
    Get events by contact Id in Salesforce

    Automatically retrieves a list of events associated with a contact Id

  • Salesforce
    Search quote in Salesforce

    Automatically searches for a quote

3x-10x Less Expensive Than Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Integrate Acuity Scheduling & Salesforce In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leadermost-implementableeasiest-to-do-businessbest-support