Create Salesforce leads from new Acuity Scheduling appointments
Effortlessly streamline your appointment scheduling and lead management with this seamless workflow. When a new appointment is booked in Acuity Scheduling, a lead is created in Salesforce for efficient tracking and follow-ups. Stay organized and enhance your lead management process without any manual intervention.
Effortlessly streamline your appointment scheduling and lead management with this seamless workflow. When a new appointment is booked in Acuity Scheduling, a lead is created in Salesforce for efficient tracking and follow-ups. Stay organized and enhance your lead management process without any manual intervention.
- When this happens...New Appointment
Triggers when a new appointment is scheduled.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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