Acuity Scheduling + LeadConnector
Update ae:50882 in Acuity Scheduling when pipeline stages change in LeadConnector
Ensure your LeadConnector stages move forward with ease by scheduling tasks directly in your Acuity Scheduling app. With this workflow, when a stage change occurs in your LeadConnector, a specific action in Acuity Scheduling—is triggered to keep your scheduling process streamlined. Perfect for saving time and maintaining a seamless transition, this workflow will enhance the effectiveness of your lead tracking.
Ensure your LeadConnector stages move forward with ease by scheduling tasks directly in your Acuity Scheduling app. With this workflow, when a stage change occurs in your LeadConnector, a specific action in Acuity Scheduling—is triggered to keep your scheduling process streamlined. Perfect for saving time and maintaining a seamless transition, this workflow will enhance the effectiveness of your lead tracking.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!
This action updates a client's information in Acuity Scheduling. If the client does not exist, it creates a new client.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Time Before (Unit)
Appointment Type
Calendar
Time BeforeRequired
Try It
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date Of Birth
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
Calendar
Appointment Type
Try It
