Integrate Acuity Scheduling with Agile CRM

Appy Pie Connect allows you to automate multiple workflows between Acuity Scheduling and Agile CRM

  • No code
  • No Credit Card
  • Lightning Fast Setup
20 Million man hours saved

Award Winning App Integration Platform

About Acuity Scheduling

Acuity Scheduling is a cloud-based appointment scheduling application that allows business owners to manage their appointments from anywhere in the world.

About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

Agile CRM Integrations
Agile CRM Alternatives

Looking for the Agile CRM Alternatives? Here is the list of top Agile CRM Alternatives

  • Zoho CRM Integration Zoho CRM
  • Salesforce Integration Salesforce
  • HubSpot CRM Integration HubSpot CRM
  • Alore CRM Integration Alore CRM

Best Acuity Scheduling and Agile CRM Integrations

  • Acuity Scheduling Integration Agile CRM Integration

    Acuity Scheduling + Agile CRM

    Add Score to Contact in Agile CRM when New Appointment is created in Acuity Scheduling Read More...
    Close
    When this happens...
    Acuity Scheduling Integration New Appointment
     
    Then do this...
    Agile CRM Integration Add Score to Contact
  • Acuity Scheduling Integration Agile CRM Integration

    Acuity Scheduling + Agile CRM

    Add Event in Agile CRM when New Appointment is created in Acuity Scheduling Read More...
    Close
    When this happens...
    Acuity Scheduling Integration New Appointment
     
    Then do this...
    Agile CRM Integration Add Event
  • Acuity Scheduling Integration Agile CRM Integration

    Acuity Scheduling + Agile CRM

    Create Company to Agile CRM from New Appointment in Acuity Scheduling Read More...
    Close
    When this happens...
    Acuity Scheduling Integration New Appointment
     
    Then do this...
    Agile CRM Integration Create Company
  • Acuity Scheduling Integration Agile CRM Integration

    Acuity Scheduling + Agile CRM

    Create or Update Contact to Agile CRM from New Appointment in Acuity Scheduling Read More...
    Close
    When this happens...
    Acuity Scheduling Integration New Appointment
     
    Then do this...
    Agile CRM Integration Create or Update Contact
  • Acuity Scheduling Integration Agile CRM Integration

    Acuity Scheduling + Agile CRM

    Create Deal to Agile CRM from New Appointment in Acuity Scheduling Read More...
    Close
    When this happens...
    Acuity Scheduling Integration New Appointment
     
    Then do this...
    Agile CRM Integration Create Deal
  • Acuity Scheduling Integration {{item.actionAppName}} Integration

    Acuity Scheduling + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Acuity Scheduling + Agile CRM in easier way

It's easy to connect Acuity Scheduling + Agile CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • Appointment Start

    Triggers a specified time before an appointment starts.

  • New Appointment

    Triggers when a new appointment is scheduled.

  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

    Actions
  • Add Blocked Off Time

    Block off a new range of time on your schedule.

  • Add Coupon Code

    Adds a new coupon code.

  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

Compliance Certifications and Memberships

Highly rated by thousands of customers all over the world

We’ve been featured on

featuredon
Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Acuity Scheduling & Agile CRM Integrations Work

  1. Step 1: Choose Acuity Scheduling as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Agile CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Acuity Scheduling to Agile CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Acuity Scheduling and Agile CRM

(1. Acuity Scheduling

Acuity is a web-based time tracking and resource scheduling top that enables users to track time and projects for multiple clients, eliminate the need for paperwork, and increase productivity. Acuity enables users to visually manage work, cplaborate with team members, and access project information 24/7.

(2. Agile CRM

Agile CRM is a cloud-based customer relationship management (CRM. spution that helps businesses maximize engagement and revenue opportunity at every stage of their customers’ journey. It provides greater visibility into sales activities and insight into customer data through real-time dashboards and alerts. The spution gives users the ability to capture, store, and leverage customer data for marketing and sales purposes across multiple channels and devices.

(1. Integration of Acuity Scheduling and Agile CRM

Acuity Scheduling integrates with the Agile CRM. This integration enables companies to manage and track the activities of employees who are working with customers on different projects in addition to managing the workflow between Salesforce accounts. The integration ensures that there is no duplication of efforts while also allowing the companies to access all contact information.

(2. Benefits of Integration of Acuity Scheduling and Agile CRM

The integration of Acuity Scheduling and Agile CRM comes with several benefits. It enables companies to save time and money by eliminating duplicate data entry when it comes to scheduling meetings and appointments. The integration also allows companies to get a clear view of their resources, including the current availability, the type of resource, and cost. Some other benefits are listed below:

It saves time by integrating with both applications so that you do not have to log in to each application separately. It gives you access to all relevant data about your customers so that you can improve your customer relationships by providing them better service. It allows you to schedule meetings based on the availability of your resources rather than having to wait until they are free or manually create timeslots on the calendars. It gives you access over what happens with the meetings that you schedule. You can see who has accepted or declined a meeting request, for example. It enables you to communicate with your teammates via chat or email about upcoming meetings or appointments so that everyone knows exactly what will be discussed during the meeting. It improves teamwork by giving you access to the calendars of your team members so that you can plan together. It allows you to see if anyone else is using the same resource that you want to use, so that you can make adjustments accordingly. For example, if there is someone using the same resource as you want to use but they have blocked out that timeslot, then it will be easier for you to find an alternate resource without having to look far away from where that resource is located. It eliminates manual processes when it comes to managing time sheets, expenses, bookings, and other related tasks. It increases productivity by allowing employees to easily clock in and clock out of their shifts or breaks. They can also request time off from work directly from within the application. It allows managers or supervisors to easily approve employee requests for time off. It gives you access to a dashboard containing all relevant information about the activities of an employee working on a project or with a customer at any given time. It allows you to block out timeslots on the calendar for specific employees or for yourself so that users can see which timeslots are available for booking or not before booking them. For example, if you are busy at work, then you can block out certain timeslots on your calendar so that people know not to schedule any appointments during those timeslots. However, if you have open slots on your calendar, then there is no need for blocking them out because they are already open. It helps you find people who might be interested in vpunteering their services on one of your projects or with a customer either by giving them access to your calendar or by inviting them directly through various methods such as email or social media. Company employees can also vpunteer their services without requiring any access to your calendar or other information about your company. It allows you to search for other employees in your company who might be able to help out on a project or provide assistance with a customer by searching based on location, skill set, department, etc. It gives you access to a dashboard containing all relevant information about the activities of an employee working on a project or with a customer at any given time. This includes past projects completed by an employee as well as resources that he is currently using so that you can review how much work he has done for other employers in the past. It allows you to see how much time an employee has spent on different projects and tasks so that you can keep track of his performance. This way, if he falls behind on any task or deadline then it will be easier for you to figure out whether it is possible for him to catch up or if he needs help from another employee or if he needs more time allocated to him. The integration of Acuity Scheduling and Agile CRM enhances communication between team members because you can update your status in real-time without having to email coworkers or call them individually. For example, if someone asks you a question then you can respond immediately because the response will automatically appear on his computer screen without having to email him back or call him up directly. You can even attach documents and files relating to a current project or task so that your coworkers can access it from wherever they are at any given time. For example, if someone asks for additional information regarding a project after office hours then it will be easy for him or her to access it even though he or she does not have physical access to your computer at work or your work space at home. The integration of Acuity Scheduling and Agile CRM enhances communication between team members because you can update your status in real-time without having to email coworkers or call them individually. For example, if someone asks you a question then you can respond immediately because the response will automatically appear on his computer screen without having to email him back or call him up directly. You can even attach documents and files relating to a current project or task so that your coworkers can access it from wherever they are at any given time. For example, if someone asks for additional information regarding a project after office hours then it will be easy for him or her to access it even though he or she does not have physical access to your computer at work or your work space at home. The integration of Acuity Scheduling and Agile CRM enhances communication between team members because you can update your status in real-time without having to email coworkers or call them individually. For example, if someone asks you a question then you can respond immediately because the response will automatically appear on his computer screen without having to email him back or call him up directly. You can even attach documents and files relating to a current project or task so that your coworkers can access it from wherever they are at any given time. For example, if someone asks for additional information regarding a project after office hours then it will be easy for him or her to access it even though he or she does not have physical access to your computer at work or your work space at home. The integration of Acuity Scheduling and Agile CRM enhances communication between team members because you can update your status in real-time without having to email coworkers or call them individually. For example, if someone asks you a question then you can respond immediately because the response will automatically appear on his computer screen without having to email him back or call him up directly. You can even attach documents and files relating to a current project or task so that your coworkers can access it from wherever they are at any given time. For example, if someone asks for additional information regarding a project after office hours then it will be easy for him or her to access it even though he or she does not have physical access to your computer at work or your work space at home. The integration of Acuity Scheduling and Agile CRM enhances communication between team members because you can update your status in real-time without having to email coworkers or call them individually. For example, if someone asks you a question then you can respond immediately because the response will automatically appear on his computer screen without having to email him back or call him up directly. You can even attach documents and files relating to a current project or task so that your coworkers can access it from wherever they are at any given time. For example, if someone asks for additional information regarding a project after office hours then it will be easy for him or her to access it even though he or she does not have physical access to your computer at work or your work space at home. The integration of Acuity Scheduling and Ag

The process to integrate Acuity Scheduling and Agile CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.