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Agile CRM + Acuity Scheduling Integrations

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

  • No code
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  • Lightning Fast Setup
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.

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.

Acuity Scheduling Integrations

Best ways to Integrate Agile CRM + Acuity Scheduling

  • Agile CRM Acuity Scheduling

    Agile CRM + Acuity Scheduling

    Add Coupon Code in Acuity Scheduling when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Acuity Scheduling Add Coupon Code
  • Agile CRM Acuity Scheduling

    Agile CRM + Acuity Scheduling

    Add Blocked Off Time in Acuity Scheduling when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Acuity Scheduling Add Blocked Off Time
  • Agile CRM Acuity Scheduling

    Agile CRM + Acuity Scheduling

    Add Coupon Code in Acuity Scheduling when New Contact is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Contact
     
    Then do this...
    Acuity Scheduling Add Coupon Code
  • Agile CRM Acuity Scheduling

    Agile CRM + Acuity Scheduling

    Add Blocked Off Time in Acuity Scheduling when New Contact is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Contact
     
    Then do this...
    Acuity Scheduling Add Blocked Off Time
  • Agile CRM Acuity Scheduling

    Agile CRM + Acuity Scheduling

    Add Coupon Code in Acuity Scheduling when New Event is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Event
     
    Then do this...
    Acuity Scheduling Add Coupon Code
  • Agile CRM {{item.actionAppName}}

    Agile CRM + {{item.actionAppName}}

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    Close
    When this happens...
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    Then do this...
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Connect Agile CRM + Acuity Scheduling in easier way

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

    Triggers
  • 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.

  • Appointment Start

    Triggers a specified time before an appointment starts.

  • New Appointment

    Triggers when a new appointment is scheduled.

    Actions
  • 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.

  • Add Blocked Off Time

    Block off a new range of time on your schedule.

  • Add Coupon Code

    Adds a new coupon code.

How Agile CRM & Acuity Scheduling Integrations Work

  1. Step 1: Choose Agile CRM 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 Acuity Scheduling 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 Agile CRM to Acuity Scheduling.

    (2 minutes)

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

Integration of Agile CRM and Acuity Scheduling

  • Introduction:
  • Agile CRM is a web-based software product that provides small businesses with the tops they need to manage and grow their business. With Agile CRM you can create and send professional looking emails, schedule appointments, track your leads, and get more out of your customer relationships.

    Acuity Scheduling is a web based calendar scheduling software that’s simple to use and integrates with many different third party applications. It allows you to turn your web site into a powerful online booking system or integrate with your existing website. Acuity Scheduling gives you the ability to easily manage your events and bookings online. You can customize it to meet your needs, and if you have popular applications like PayPal, Shopify, Zoho or Google Apps, you can integrate them directly into the application.

    :

    The integration of Agile CRM and Acuity Scheduling enables seamless communication between human resource managers and sales managers. It makes it easier for them to make contacts with potential customers by integrating the emailing software and the calendar scheduling software. This specific integration provides the fplowing benefits:

    • Efficient Communication

    With the integration of Agile CRM and Acuity Scheduling, time will be saved in terms of processing emails and calls. For example, if an HR manager receives a call from a customer about a new vacancy, but does no have any information on the said vacancy yet, she can immediately email the customer using Agile CRM and advise him to check back in a few days for further information. The HR manager can also send an email to a cpleague who works in another department to send the customer details of the open position once it has been created in the company database.

    • Improved Data Management

    By using the integration of Agile CRM and Acuity Scheduling, data entry becomes easier. In other words, there are less chances of miscommunication when working with different departments as information is available in one convenient place. For instance, if one department needs to know something about a client, they don’t have to wait for that information until someone else creates a new contact or address in that department. Instead, they can simply go to Agile CRM and access the client’s information right away. Also, any changes made on either side are updated in real time, so there is no need to worry about double entry of information.

    • More Effective Contact Management

    Data entry with the integration of Agile CRM and Acuity Scheduling is more effective than ever thanks to its seamless integration. The emails from both sides are synced with each other, so all contact details are available in one convenient location. This eliminates the need for double entry of information and reduces the risk of mistakes being made. Furthermore, this integration eliminates the need for multiple logins to different platforms, which saves both time and effort for users.

    The process to integrate Agile CRM and Acuity Scheduling 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.