Integrate Zoho CRM with Acuity Scheduling
Send information between Zoho CRM and Acuity Scheduling 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 Zoho CRM and Acuity Scheduling using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Updated module entry
Triggers when an entry is updated in the selected module
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
New note
Triggers when a new note is added
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
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
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 scheduled
Triggers when a new appointment is scheduled
Appointment created or updated
Triggers when an appointment is created or updated
All Actions - Actions are the automated tasks
Send email template
Sends an email to the specified users
Raise signal
Raises a signal to Zoho CRM
Add note
Adds a note to the selected module
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Add tags
Adds tags to the specified record
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
Add user
Adds a new user
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Send mail merge
Sends a mail merge with details of the selected record
Remove tags
Removes tags from the specified record
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Update related module entry
Relates an entry in this module with an entry in another module
Convert lead to contact
Converts a lead to a contact
Un-enroll cadence
Un-enrolles a record from the cadence
Enroll cadence
Enrolls an existing record to a cadence
Draft email
Drafts an email for the selected record
Update user
Updates the details of an existing user based on user ID
Fetch email template
Fetches an email template by name
Fetch event
Fetches an event by its title or unique ID
Fetch inventory template
Fetches an inventory template using ID
Clone module entry
Clones an existing module entry
Fetch user
Fetches the details of an existing user by name or email address
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 contact
Fetches a contact by email address, unique ID, or name
Fetch lead
Fetches a lead by email address or unique ID
Delete module entry
Deletes the specified entry
Cancel call
Cancels a event
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
Create customer
Creates a new customer
Create appointment
Creates a new appointment. Appointments can be created starting tomorrow.
Block off time
Blocks off a time range on your schedule
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.
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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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.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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