Create Lead
Create Lead in Close CRM when New Appointment in Acuity Scheduling
Automatically run Create Lead in Close CRM whenever New Appointment happens in Acuity Scheduling.
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Create Lead, Find Lead, Create Opportunity, and more.
Set any of these up in a few clicks. Every workflow is fully configurable.
Create Lead
Automatically run Create Lead in Close CRM whenever New Appointment happens in Acuity Scheduling.
Triggers are the events in Acuity Scheduling that start a workflow. Actions are the steps it runs in Close CRM.
Read Acuity appointments, clients, and appointment types; trigger on new appointments.
Fires when a new appointment is scheduled. Polls appointments and dedupes by id.
Three steps run automatically, every time.
Fires when a new appointment is scheduled. Polls appointments and dedupes by id.
WorksBuddy instantly connects Acuity Scheduling to Close CRM no code, no manual steps.
Each recipe connects Acuity Scheduling to Close CRM automatically.
Automatically run Create Lead in Close CRM whenever New Appointment happens in Acuity Scheduling.
Put the two apps on autopilot with WorksBuddy no code, ready in minutes.
Create Opportunity
Automatically run Create Opportunity in Close CRM whenever New Appointment happens in Acuity Scheduling.
Create Task
Automatically run Create Task in Close CRM whenever New Appointment happens in Acuity Scheduling.
Find Lead
Automatically run Find Lead in Close CRM whenever New Appointment happens in Acuity Scheduling.
In the meantime, you can pair Acuity Scheduling with one of our active agents:
Create Lead, Find Lead, Create Opportunity, and more.
Create a new lead (company/account). Contacts, addresses and custom fields can be nested inline.
Create an opportunity (potential deal) on a lead. If lead_id is omitted, a new untitled lead is created.
Create a follow-up task on a lead.
Search/find leads. Use the query param with Close search syntax (e.g. name:Acme or email_address:foo@bar.com).
Create a new lead (company/account). Contacts, addresses and custom fields can be nested inline.
Automatically run Create Opportunity in Close CRM whenever New Appointment happens in Acuity Scheduling.
Automatically run Create Task in Close CRM whenever New Appointment happens in Acuity Scheduling.
Automatically run Find Lead in Close CRM whenever New Appointment happens in Acuity Scheduling.