Integrate Acuity Scheduling with Zoho CRM
Send information between Acuity Scheduling and Zoho CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create Zoho CRM contacts from new Acuity Scheduling appointments
The flow creates a new contact in Zoho CRM for every appointment that
you create in Acuity Scheduling so you can automatically
capture new leads and let Zoho CRM manage them efficiently.
How it works
1. An appointment is scheduled in Acuity Scheduling.
2. Zoho Flow creates a new contact in Zoho CRM.
Create Zoho CRM contacts from new Acuity Scheduling appointments
Zoho CRM + Acuity Scheduling
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Supported triggers and actions
Integrate Acuity Scheduling and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Appointment rescheduled
Triggers when an appointment is rescheduled
Appointment canceled
Triggers when an appointment is canceled
Product order completed
Triggers when a new product order is completed
Appointment created or updated
Triggers when an appointment is created or updated
Appointment scheduled
Triggers when a new appointment is scheduled
New user
Triggers when a new user is created
Updated deal
Triggers when an existing deal is updated
New contact
Triggers when a new contact is created
Updated module entry
Triggers when an entry is updated in the selected module
New note
Triggers when a new note is added
User created or updated
Triggers when the details of an existing user are created or updated
Entry created or updated
Triggers when a record entry is created or updated
New module
Triggers when a new module is created
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New lead
Triggers when a new lead is created
All Actions - Actions are the automated tasks
Block off time
Blocks off a time range on your schedule
Create appointment
Creates a new appointment. Appointments can be created starting tomorrow.
Create customer
Creates a new customer
Reschedule appointment
Reschedules an existing appointment using appointment ID
Fetch appointment
Fetches an appointment by ID. If the appointment does not exist, you can choose to create a new one.
Add tags
Adds tags to the specified record
Add user
Adds a new user
Convert lead to contact
Converts a lead to a contact
Send email template
Sends an email to the specified users
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Update related module entry
Relates an entry in this module with an entry in another module
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Update module entry
Updates the specified module entry
Draft email template
Drafts an email based on the selected template
Send mail merge
Sends a mail merge with details of the selected record
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Add note
Adds a note to the selected module
Raise signal
Raises a signal to Zoho CRM
Remove tags
Removes tags from the specified record
Update user
Updates the details of an existing user based on user ID
Fetch user
Fetches the details of an existing user by name or email address
Fetch event
Fetches an event by its title or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch account
Fetches an account by its name or unique ID
Fetch lead
Fetches a lead by email address or unique ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch email template
Fetches an email template by name
Fetch inventory template
Fetches an inventory template using ID
Clone module entry
Clones an existing module entry
Delete module entry
Deletes the specified entry
Cancel call
Cancels a event
Fetch module entry
Fetches a module entry by the specified values
Fetch product
Fetches a product by its name or unique ID
What is Acuity Scheduling?
Acuity Scheduling is online scheduling software that helps you schedule appointments across varying timezones. You can send customized notifications, set up billing integrations, ensure two-way sync, and embed forms and calendars.
What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
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