This automation scenario allows you to connect Acuity Scheduling and Zoho CRM
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Acuity Scheduling and Zoho CRM can also be integrated using automation tools other than zapier:
When this trigger fires in Acuity Scheduling
Triggers when a new appointment is scheduled.
Then this action happens in Zoho CRM
Creates a new entry in a module
This guide contains information on how to set up an automatic workflow that allows to Create or update module entries in Zoho CRM from new appointments in Acuity Scheduling.
Part I
First, we need to connect Acuity Scheduling and Zoho CRM 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 Zoho CRM to Zapier.
Give Zapier access to your Zoho CRM account, using Zoho CRM credentials.
Part II
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 Zoho CRM
Choose this action: Create Module Entry (Creates a new entry in a module).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Acuity Scheduling and Zoho CRM.
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 or update module entries in Zoho CRM from new appointments in Acuity Scheduling!
Triggers when a new appointment is scheduled.
Triggers a specified time before an appointment starts.
Triggers when a new order is completed.
Triggers when an appointment is canceled.
Triggers when an appointment is scheduled, rescheduled, canceled or changed.
Triggers when an appointment in Acuity gets rescheduled.
Creates a new entry in a module
Create or update module entries
Update existing entry in the selected module
Creates a new object.
Add new tag to existing module entries
Finds an entry in a module
An online appointment scheduling platform for small business
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