Acuity Scheduling
Zoho CRM
zapier

An automated workflow using zapier

Connects Acuity Scheduling + Zoho CRM

Create or update module entries in Zoho CRM from new appointments in Acuity Scheduling

About this workflow template

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.

Acuity Scheduling and Zoho CRM can also be integrated using automation tools other than zapier:

Diagram

Create or update module entries in Zoho CRM from new appointments in Acuity Scheduling
Workflow diagram: Acuity Scheduling + Zoho CRM integration

How it works?

When this trigger fires in Acuity Scheduling

Acuity Scheduling

New Appointment in Acuity Scheduling

Triggers when a new appointment is scheduled.

Then this action happens in Zoho CRM

Zoho CRM

Create Module Entry in Zoho CRM

Creates a new entry in a module

How to set up this workflow

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

Configure Applications

First, we need to connect Acuity Scheduling and Zoho CRM to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Acuity Scheduling to Zapier.

    Connect Acuity Scheduling to Zapier.

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

  • Connect Zoho CRM to Zapier.

    Connect Zoho CRM to Zapier.

    Give Zapier access to your Zoho CRM account, using Zoho CRM credentials.

Part II

Build an integration workflow

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

    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

    Then set up an Action for Zoho CRM

    Choose this action: Create Module Entry (Creates a new entry in a module).

Part III

Test and Publish

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

  • Customize data flow

    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 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!

Supported triggers and actions

  • Acuity Scheduling

    New appointment

    Triggers when a new appointment is scheduled.

    zapierautomateiopabbly-connect
    triggerbyzapierautomateiopabbly-connect
  • Acuity Scheduling

    Appointment start

    Triggers a specified time before an appointment starts.

    zapier
    triggerbyzapier
  • Acuity Scheduling

    New product order

    Triggers when a new order is completed.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Acuity Scheduling

    Appointment canceled

    Triggers when an appointment is canceled.

    zapierautomateio
    triggerbyzapierautomateio
  • Acuity Scheduling

    Watch appointments

    Triggers when an appointment is scheduled, rescheduled, canceled or changed.

    integromat
    triggerbyintegromat
  • Acuity Scheduling

    Appointment rescheduled

    Triggers when an appointment in Acuity gets rescheduled.

    zapierautomateiopabbly-connect
    triggerbyzapierautomateiopabbly-connect
  • Zoho CRM

    Create module entry

    Creates a new entry in a module

    zapierintegrately
    actionbyzapierintegrately
  • Zoho CRM

    Create/update module entry

    Create or update module entries

    zapier
    actionbyzapier
  • Zoho CRM

    Update module entry

    Update existing entry in the selected module

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Zoho CRM

    Create an object

    Creates a new object.

    integromat
    actionbyintegromat
  • Zoho CRM

    Add tag

    Add new tag to existing module entries

    zapierintegrately
    actionbyzapierintegrately
  • Zoho CRM

    Find module entry

    Finds an entry in a module

    zapier
    actionbyzapier

Apps you need

Zoho CRM

Zoho CRM

CRM

A comprehensive customer relationship management tool for businesses

Zoho CRM is a powerful web-based CRM software that helps businesses attract, retain, and satisfy customers. It offers automated sales, seamless integration with popular business apps, and a comprehensive suite of features for managing leads, sales, marketing campaigns, customer support, and more. Transform your business with the world's favorite CRM system.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.