Acuity Scheduling is a cloud-based appointment scheduling tool that enables business owners to manage their appointments online.
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
Acuity Scheduling + SalesforceCreate Lead to Salesforce from New Appointment in Acuity Scheduling Read More...
Acuity Scheduling + SalesforceCreate Custom Object to Salesforce from New Appointment in Acuity Scheduling Read More...
Acuity Scheduling + SalesforceCreate Contact to Salesforce from New Appointment in Acuity Scheduling Read More...
Acuity Scheduling + SalesforceUpdate Contact in Salesforce when New Appointment is created in Acuity Scheduling Read More...
Acuity Scheduling + SalesforceUpdate Custom Object in Salesforce when New Appointment is created in Acuity Scheduling Read More...
It's easy to connect Acuity Scheduling + Salesforce without coding knowledge. Start creating your own business flow.
Triggers a specified time before an appointment starts.
Triggers when a new appointment is scheduled.
Triggers the moment a new account is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Block off a new range of time on your schedule.
Adds a new coupon code.
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
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 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.
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 Zapier.
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
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.