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Acuity Scheduling + Apptivo Integrations

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

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  • Lightning Fast Setup
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 Apptivo

Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.

Apptivo Integrations

Best ways to Integrate Acuity Scheduling + Apptivo

  • Acuity Scheduling Apptivo

    Acuity Scheduling + Apptivo

    Add Employee in apptivo when New Appointment is created in Acuity Scheduling Read More...
    Close
    When this happens...
    Acuity Scheduling New Appointment
     
    Then do this...
    Apptivo Add Employee
  • Acuity Scheduling Apptivo

    Acuity Scheduling + Apptivo

    Create Lead to apptivo from New Appointment in Acuity Scheduling Read More...
    Close
    When this happens...
    Acuity Scheduling New Appointment
     
    Then do this...
    Apptivo Create Lead
  • Acuity Scheduling Apptivo

    Acuity Scheduling + Apptivo

    Create Opportunity to apptivo from New Appointment in Acuity Scheduling Read More...
    Close
    When this happens...
    Acuity Scheduling New Appointment
     
    Then do this...
    Apptivo Create Opportunity
  • Acuity Scheduling Apptivo

    Acuity Scheduling + Apptivo

    Create Case to apptivo from New Appointment in Acuity Scheduling Read More...
    Close
    When this happens...
    Acuity Scheduling New Appointment
     
    Then do this...
    Apptivo Create Case
  • Acuity Scheduling Apptivo

    Acuity Scheduling + Apptivo

    Create Contact to apptivo from New Appointment in Acuity Scheduling Read More...
    Close
    When this happens...
    Acuity Scheduling New Appointment
     
    Then do this...
    Apptivo Create Contact
  • Acuity Scheduling {{item.actionAppName}}

    Acuity Scheduling + {{item.actionAppName}}

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

It's easy to connect Acuity Scheduling + Apptivo 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.

  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

    Actions
  • Add Blocked Off Time

    Block off a new range of time on your schedule.

  • Add Coupon Code

    Adds a new coupon code.

  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

How Acuity Scheduling & Apptivo 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 Apptivo 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 Apptivo.

    (2 minutes)

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

Integration of Acuity Scheduling and Apptivo

Acuity Scheduling is a cloud-based scheduling software that simplifies the entire scheduling process. The software enables business owners to schedule appointments, track tasks, manage projects and respond to real-time inquiries, all from one platform. Apptivo is an integrated partner of Acuity Scheduling; it is the only CRM provider that offers seamless integrations with Acuity Scheduling.

Integration of Acuity Scheduling and Apptivo

One of the selling points of Acuity Scheduling is its tight integration with other systems. The software can be linked to any third-party system that you use, such as project management tops, customer relationship management (CRM. software, email marketing platforms, etc. When you integrate your third-party programs with Acuity, you will instantly gain access to critical data about the vendors you schedule. This information includes their contact information, job history and much more. This can be particularly useful for projects that invpve multiple vendors or people. For example, if you are managing a large construction project, you may want to know things like whether a given vendor has worked on this sort of project before and whether he or she has shown up for work on time in the past. Having this kind of information at your fingertips can save you time and money by ensuring that you don't employ vendors who do not have the necessary expertise or who are unreliable.

The tight integration between Acuity Scheduling and Apptivo also enables both platforms to share information about contacts within your organization. One important thing that many small businesses fail to do is to keep a record of all the people they regularly deal with—vendors, clients, partners, etc.—and the rpes they play in each company. The more details you can remember about a person, the better equipped you will be to communicate with him or her. In many cases, corporate executives will settle for knowing a person's name and title rather than more meaningful details—for example, whether the person has been working for this company for years or whether he or she is new to the organization. Acuity Scheduling and Apptivo will help you keep track of all these things by linking together two different databases. Once this happens, you will always have a list of contacts that you can refer to whenever you need it. You can then easily send out messages that will be customized based on what the recipient has done in the past and what rpe he or she plays within your company.

Benefits of Integration of Acuity Scheduling and Apptivo

Integration between Acuity Scheduling and Apptivo can help eliminate redundant data entry. Both platforms offer robust contact-management capabilities, which means there is no need to enter data into both platforms if it is already present in one database. For example, suppose that you regularly schedule appointments through Acuity and that Apptivo is your CRM system; if we analyze your data we might find that certain fields in Apptivo match those in Acuity Scheduling. For example, both platforms may ask for the job title of a contact; if this information appears in both databases, you can simply select it from one database rather than entering it into both at once. This way, you will avoid having duplicate entries cluttering your databases and make it easier to access critical information whenever you need it.

Summary. Integration of Acuity Scheduling and Apptivo

Integration between Acuity Scheduling and Apptivo can reduce unnecessary duplication and enable seamless communication between your contacts and your business associates. The more integrated your databases are, the easier it will be to ensure that everyone has access to critical data and that you receive timely responses from your network of contacts.

The process to integrate Acuity Scheduling and Apptivo 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.