Acuity Scheduling + Salesforce
Create Salesforce records when appointments are canceled in Acuity Scheduling
Effectively manage your schedule and sales leads with this seamless workflow. When an appointment is canceled in Acuity Scheduling, a new record is created in Salesforce. This not only keeps your customer database up-to-date but also helps in streamlining your business operations for improved efficiency.
Effectively manage your schedule and sales leads with this seamless workflow. When an appointment is canceled in Acuity Scheduling, a new record is created in Salesforce. This not only keeps your customer database up-to-date but also helps in streamlining your business operations for improved efficiency.
- When this happens...Appointment Canceled
Triggers when an appointment is canceled.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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About Acuity Scheduling
Easy online appointment scheduling software. Save time by having clients book appointments, complete custom intake forms, and pay in advance 24/7 anywhere in the world.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
