Connect Salesforce to Acuity Scheduling and automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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How Zapier works

Zapier makes it easy to integrate Salesforce with Acuity Scheduling - no code necessary. See how you can get setup in minutes.

Select a trigger from Salesforce

A trigger is an event that starts your Zap and runs the workflow. For example, with Salesforce, a trigger could be "New Contact."

A trigger is the event that kicks off your automated workflow.

Setup an action from Acuity Scheduling

An action is what takes place after the automation is triggered. For example, with Acuity Scheduling, the action could be "Add Coupon Code."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Salesforce to Acuity Scheduling

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Create your first workflow

Quickly connect Salesforce to Acuity Scheduling with a Zapier template.

Our most popular template

Create Salesforce tasks from new Acuity Scheduling appointments
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Acuity Scheduling + Salesforce
Find or create Salesforce contacts when new Acuity Scheduling appointments are made
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Acuity Scheduling + Salesforce
Create Salesforce customers and custom objects for new Acuity Scheduling appointments
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Acuity Scheduling + Salesforce
Update Salesforce custom objects before or after new Acuity Scheduling appointments
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Acuity Scheduling + Salesforce
Create Salesforce leads for new Acuity Scheduling appointments
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Acuity Scheduling + Salesforce
Create Salesforce leads from new Acuity Scheduling appointments
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Acuity Scheduling + Salesforce

Create Salesforce tasks from new Acuity Scheduling appointments

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Acuity Scheduling + Salesforce

Find or create Salesforce contacts when new Acuity Scheduling appointments are made

Premium

Acuity Scheduling + Salesforce

Create Salesforce customers and custom objects for new Acuity Scheduling appointments

Premium

Acuity Scheduling + Salesforce

Update Salesforce custom objects before or after new Acuity Scheduling appointments

Premium

Acuity Scheduling + Salesforce

Create Salesforce leads for new Acuity Scheduling appointments

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Acuity Scheduling + Salesforce

Create Salesforce leads from new Acuity Scheduling appointments

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Acuity Scheduling + Salesforce

Create packages in Acuity Scheduling when new Salesforce records are added
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Salesforce + Acuity Scheduling
Create Salesforce records when appointments are canceled in Acuity Scheduling
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Acuity Scheduling + Salesforce

Connect Salesforce and Acuity Scheduling to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

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With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect Salesforce and Acuity Scheduling to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
- Record to Link
  Required
- File
  Required
- Visibility
  Required
Action
Write

- Lead
  Required
- Account
  Required
- Warning
- Opportunity
- Create New Opportunity
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write

- File
  Required
- Title
- Description
- Salesforce Object
  Required
Action
Write
- Title
- Note
- Salesforce Object
  Required
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write
- Calendar
- Appointment Type
Trigger
Instant
Try It
- Calendar
- Appointment Type
Trigger
Instant
Try It
- Coupon
  Required
- Certificate Code
Action
Write
- Calendar
- Start Date and Time
  Required
- End Date and Time
  Required
- Notes
Action
Write
Add or Update Client
This action updates a client's information in Acuity Scheduling. If the client does not exist, it creates a new client.
Action
Write
- First Name
- Last Name
- Email Address
Action
Search

- History Object
  Required
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Scheduled
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Note
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write
- Time Before (Unit)
- Appointment Type
- Calendar
- Time Before
  Required
Trigger
Scheduled
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- Calendar
- Appointment Type
Trigger
Instant
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New Product Order
Triggers when a new order is completed.
Trigger
Instant
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- Package
  Required
- Certificate Code
- Email Address
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Note
Action
Write
- Appointment ID
  Required
Action
Search

Learn how to automate Salesforce on the Zapier blog

Automate Acuity Scheduling: get inspired on the Zapier blog

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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.

Related categories

Scheduling & Booking

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