Integrate Acuity Scheduling with Salesforce

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

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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 Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
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Best Acuity Scheduling and Salesforce Integrations

  • Acuity Scheduling Integration Salesforce Integration

    Acuity Scheduling + Salesforce

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

    Acuity Scheduling + Salesforce

    Create Custom Object to Salesforce from New Appointment in Acuity Scheduling Read More...
    Close
    When this happens...
    Acuity Scheduling Integration New Appointment
     
    Then do this...
    Salesforce Integration Create Custom Object
  • Acuity Scheduling Integration Salesforce Integration

    Acuity Scheduling + Salesforce

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

    Acuity Scheduling + Salesforce

    Update Contact in Salesforce when New Appointment is created in Acuity Scheduling Read More...
    Close
    When this happens...
    Acuity Scheduling Integration New Appointment
     
    Then do this...
    Salesforce Integration Update Contact
  • Acuity Scheduling Integration Salesforce Integration

    Acuity Scheduling + Salesforce

    Update Custom Object in Salesforce when New Appointment is created in Acuity Scheduling Read More...
    Close
    When this happens...
    Acuity Scheduling Integration New Appointment
     
    Then do this...
    Salesforce Integration Update Custom Object
  • 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 + Salesforce in easier way

It's easy to connect Acuity Scheduling + Salesforce 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 Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Actions
  • Add Blocked Off Time

    Block off a new range of time on your schedule.

  • Add Coupon Code

    Adds a new coupon code.

  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

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

How Acuity Scheduling & Salesforce 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 Salesforce 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 Salesforce.

    (2 minutes)

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

Integration of Acuity Scheduling and Salesforce

Acuity Scheduling?

Acuity Scheduling is a cloud-based scheduling and booking software that is used to schedule appointments, meetings, interviews and other events. It is used by businesses of all sizes and industries.

Salesforce?

Salesforce is a CRM software that enables you to manage leads, deals and accounts efficiently. It offers several services like connected apps, automation, business intelligence and integration with other platforms. Through this article, you will learn about the benefits of integration of Acuity Scheduling and Salesforce together.

Integration of Acuity Scheduling and Salesforce

Acuity Scheduling can be integrated with Salesforce through the use of a Lightning App, which allows users to quickly book an appointment or make changes to their schedule without leaving the Salesforce environment. This app is available for both Salesforce Classic and Lightning. There are three options for integrating Acuity Scheduling with Salesforce – you can either use the Lightning App, the Salesforce plugin or the API. Since most of the Acuity customers choose to integrate with the cloud-based platform, we will focus on providing information in regard to the integration of Acuity Scheduling and Salesforce through the use of Lightning App. The two technpogies are also compatible with Appy Pie Connect.

Salesforce Lightning App integration with Acuity Scheduling includes features like:

Creation of new appointments

Opening of existing appointments

Sending cancellation requests to clients

Sending fplow up reminders to clients

Changing existing appointments or cancel them

Viewing existing appointments and their details

Benefits of Integration of Acuity Scheduling and Salesforce

The process to integrate Acuity Scheduling and Salesforce 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.