Connect Acuity Scheduling and Salesforce
Integrate Acuity Scheduling with Salesforce to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Contact to Campaign in Salesforce when New Appointment in Acuity-scheduling
Add Lead To Campaign in Salesforce when New Appointment in Acuity-scheduling
Create Attachment in Salesforce when New Appointment in Acuity-scheduling
Create Contact in Salesforce when New Appointment in Acuity-scheduling
Create Note in Salesforce when New Appointment in Acuity-scheduling
Popular Acuity Scheduling + Salesforce flows
Start from a real workflow other teams are already running.
Choose a trigger
Acuity Scheduling
When this happens...
New Appointment
Appointment Rescheduled
Appointment Canceled
Appointment Updated
Choose an action
Salesforce
Automatically do this!
Add Contact to Campaign
Add Lead To Campaign
Create Attachment
Create Contact
Create Note
Update Contact
Create Lead
Update Lead
Create Account
Create Campaign
Search Record by Query
Create Event
Add Contact to Campaign in Salesforce when New Appointment in Acuity-scheduling
Use this flowAdd Lead To Campaign in Salesforce when New Appointment in Acuity-scheduling
Use this flowCreate Attachment in Salesforce when New Appointment in Acuity-scheduling
Use this flowCreate Contact in Salesforce when New Appointment in Acuity-scheduling
Use this flowCreate Note in Salesforce when New Appointment in Acuity-scheduling
Use this flowUpdate Contact in Salesforce when New Appointment in Acuity-scheduling
Use this flowCreate Lead in Salesforce when New Appointment in Acuity-scheduling
Use this flowUpdate Lead in Salesforce when New Appointment in Acuity-scheduling
Use this flowCreate Account in Salesforce when New Appointment in Acuity-scheduling
Use this flowCreate Campaign in Salesforce when New Appointment in Acuity-scheduling
Use this flowSupported Triggers & Actions
Everything you can automate between Acuity Scheduling and Salesforce.
When this happensTriggers
A trigger is an event that starts a workflow.
New Appointment
Triggers when a new appointment is scheduled
Appointment Rescheduled
Triggers when an existing appointment is rescheduled
Appointment Canceled
Triggers when an existing appointment is canceled
Appointment Updated
Triggers when an existing appointment updated.
New Contact
Triggers when a new Contact is created.
New Lead
Triggers when a new Lead is created.
Do thisActions
Action is the task that follows automatically within your Acuity Scheduling integrations.
Get All Calendars
Get All Calendars
Get Appointment Types
Get Appointment Types
Get Appointment Addons
Get Appointment addons
Get Clients
Get clients.
Get Labels
Get labels.
Get Products
Get products.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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.
Learn moreSimilar apps
About Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Acuity Scheduling and Salesforce accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Acuity Scheduling and Salesforce as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Salesforce. No coding required.
Yes. You can set up a workflow where Acuity Scheduling triggers actions in Salesforce, and a separate workflow where Salesforce triggers actions in Acuity Scheduling. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Acuity Scheduling and Salesforce. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Acuity Scheduling and Salesforce integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
