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Salesforce + Acuity Scheduling Integrations

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

About Salesforce

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.

About Acuity Scheduling

Acuity Scheduling is a cloud-based appointment scheduling tool that enables business owners to manage their appointments online.

Acuity Scheduling Integrations

Best Salesforce and Acuity Scheduling Integrations

  • Salesforce Google Calendar

    Salesforce + Google Calendar

    Save Salesforce Events to Google Calendar Read More...
    When this happens...
    Salesforce New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    You might not know it, but managing your Salesforce events is an impactful part of your business strategy. With this Salesforce-Google Calendar integration, you can effectively manage every event in salesforce by adding it to Google Calendar for action. After setting it up, any new Salesforce event will automatically be added to your Google Calendar while delivering top-quality customer service.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect automatically adds that event to Google Calendar
    What You Need
    • A Salesforce account
    • A Google Calendar account
  • Salesforce Google Calendar

    Salesforce + Google Calendar

    Add new Salesforce events to Google Calendar as detailed events Read More...
    When this happens...
    Salesforce New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    With Appy Pie Connect, you can automatically add new Salesforce events to Google Calendar as they are created. After setting this integration up, whenever an event is created in Salesforce, Appy Pie Connect will automatically add that event to your Google Calendar in details. However, this integration doesn’t create Google Calendar events from existing Salesforce events, but will create Google Calendar event for every new Salesforce event after the integration is set up.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect adds that same event to a Google Calendar in details
    What You Need for this Integration
    • A Salesforce account
    • A Google Calendar account
  • Salesforce Slack

    Salesforce + Slack

    Create Slack messages for new Salesforce leads Read More...
    When this happens...
    Salesforce New Lead
     
    Then do this...
    Slack Send Channel Message
    If you want to keep your entire team informed about new Salesforce leads, then this connect is great for you. With this Connect, whenever a new lead is generated in your Salesforce, Appy Pie Connect will automatically send a notification to your chosen Slack channel. An important point to remember in this Connect is that it doesn’t create Slack messages for existing Salesforce leads in your Salesforce account but will create message for every new Salesforce lead after the integration has been set up.
    How This Integration Works
    • Triggers when a new lead is created on Salesforce
    • Appy Pie Connect sends a message to your chosen slack channel
    What You Need
    • A Salesforce account
    • A Slack account
  • Salesforce Slack

    Salesforce + Slack

    Get Slack notifications for new Salesforce opportunities Read More...
    When this happens...
    Salesforce New Opportunity
     
    Then do this...
    Slack Send Channel Message
    Keep you and your teammates updated with Slack messages about every new Salesforce opportunity with this Salesforce-Slack integration. Once you've activated this integration, we will send a notification to your chosen slack channel every time a new opportunity is created in Salesforce. By setting up this Connect, you can keep your team updated about new Salesforce opportunities. Note: This integration will not create Slack messages from existing Salesforce opportunities but will create a message for every new opportunity after this integration has been setup.
    How This Integration Works
    • Triggers when a new opportunity is created in Salesforce
    • Appy Pie Connect sends a message about it on your chosen Slack channel
    What You Need
    • A Salesforce account
    • A Slack account
  • Salesforce Trello

    Salesforce + Trello

    Add cards on Trello for new tasks on Salesforce Read More...
    When this happens...
    Salesforce New Task
     
    Then do this...
    Trello Create Card
    Still managing your CRM contacts and tasks separately with Salesforce and Trello? Then use our Salesforce to Trello integration and improve your productivity. After this Connect is active, whenever a new task is created on Salesforce, a new task would be added on Trello, making task management simpler to a great extent. Note: This integration will only work for the new tasks created in a Salesforce account. It doesn’t create any new cards in Trello for existing Salesforce tasks.
    How This Connect Works
    • Whenever a new task is added on Salesforce
    • Appy Pie Connect adds a new card in Trello
    What You Need
    • A Salesforce account
    • A Trello account
  • Salesforce Trello

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Salesforce {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Salesforce + Acuity Scheduling in easier way

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

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • Appointment Start

    Triggers a specified time before an appointment starts.

  • New Appointment

    Triggers when a new appointment is scheduled.

    Actions
  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

  • Add Blocked Off Time

    Block off a new range of time on your schedule.

  • Add Coupon Code

    Adds a new coupon code.

How Salesforce & Acuity Scheduling Integrations Work

  1. Step 1: Choose Salesforce as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Salesforce with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Acuity Scheduling as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Acuity Scheduling with Appy Pie Connect.

    (2 minutes)

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

Integration of Salesforce and Acuity Scheduling

Salesforce?

Salesforce is a customer relations management platform that uses cloud computing. It provides services to help companies manage their customers, leads, and marketing. It helps users improve customer relationships and ultimately, increase sales. The main features of this software include Customer Relationship Management (CRM), Database Marketing, Web-based Email, Service Cloud, Chatter, Analytics Cloud, Heroku Platform as a Service, AppExchange, and Salesforce1.

Acuity Scheduling?

Acuity Scheduling is an online appointment scheduling software that can be used by businesses of any size. It offers a scheduling spution with a time saving app for mobile devices. This software allows users to create appointments with their clients and staff members on the go, send instant notifications to the guest with text message or email reminders, and manage their business from anywhere. Through its various features, it offers users the chance to create a contract template for their clients, block off times in calendars to prevent overlapping appointments, receive reminder messages from clients, and access their calendar from anywhere. It also enables users to make use of two-way communication to communicate information regarding appointments from one party to another.

Integration of Salesforce and Acuity Scheduling

Integration of Salesforce with Acuity Scheduling is a useful top for businesses that have a variety of work schedules. The two can be integrated with each other so that users can schedule meetings and events more easily. Through its integration with Salesforce, Acuity Scheduling can be used across all devices. Users can access the system through their computers, laptops, tablets, and smartphones. In addition, since it is available in multiple languages including English, Spanish, French, German, Russian, Italian, Chinese Simplified, Chinese Traditional, Portuguese, Japanese, Korean and Arabic and the integration with Salesforce is available in 34 countries, it makes it easier for businesses to manage their clients and staff members. Besides that, Acuity Scheduling also enables users to customize their account by adding photos and logos on their monthly and weekly schedules.

Benefits of Integration of Salesforce and Acuity Scheduling

The integration of Salesforce with Acuity Scheduling offers several benefits for both users and businesses. Many businesses make use of Acuity Scheduling as a scheduling top for their employees. With the integration of Salesforce with Acuity Scheduling, users can easily track the activities of their employees and manage them better. For example, if a user has integrated their business with Salesforce and Acuity Scheduling and then set up an event with Acuity Scheduling, they can create a task list in Salesforce related to this event and assign the task to an employee. Acuity Scheduling will then send an email to the employee informing them about the upcoming task. Thus users can manage their employees more efficiently through this integration. In addition, if a user wants to know more about an appointment after they have created it using Acuity Scheduling, they can simply access the task list related to the appointment using Salesforce. They will then get more information about the appointment such as how long it will take and what needs to be done before the meeting takes place etc. Finally, if a user wants to remind their clients about an upcoming event or activity through email or text message notification for example, they can do so by integrating Salesforce with Acuity Scheduling. It will automatically send an email or text message reminder to the client about the upcoming appointment or meeting without the need for users to do any additional work. Thus users can increase their productivity by making use of this feature while simplifying their tasks simultaneously.

The process to integrate Salesforce 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.