Create Pipedrive deals for new appointments in Acuity Scheduling

First, we need to connect Acuity Scheduling and Pipedrive to Zapier.

• 

  Create Zapier account.

  Create Zapier account if you don't have one.

• 

  Connect Acuity Scheduling to Zapier.

  Give Zapier access to your Acuity Scheduling account, using Acuity Scheduling credentials.

• 

  Connect Pipedrive to Zapier.

  Give Zapier access to your Pipedrive account, using Pipedrive credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

• 

  Set up a Trigger action for Acuity Scheduling

  Choose the following trigger: New Appointment (Triggers when a new appointment is scheduled.).

• 

  Then set up an Action for Pipedrive

  Choose this action: Create Deal (Creates a new deal.).

Finally, we need to test this automation and publish it.

• 

  Customize data flow

  Configure the data that is exchanged between Acuity Scheduling and Pipedrive.

• 

  Test the workflow and turn it on for production use

  Test your scenario and publish to production. Now you have an automatic workflow, that will Create Pipedrive deals for new appointments in Acuity Scheduling!