Add a record to Salesforce when an appointment is scheduled in Acuity Scheduling

■Overview

Do you manually enter the appointment details collected through Acuity Scheduling into Salesforce each time? This task is not only time-consuming, but can also lead to human errors such as copy-and-paste mistakes and missing entries. With this workflow, a new record is automatically added to Salesforce whenever a new appointment is registered in Acuity Scheduling, helping you resolve these issues seamlessly.

■Recommended for

• Teams managing appointment information collected through Acuity Scheduling in Salesforce
• Sales representatives who spend too much time and effort manually entering customer information
• Teams looking to automate and streamline their end-to-end workflow, from appointment scheduling to customer management

■Benefits of this template

• A record is automatically created in Salesforce when an appointment is registered in Acuity Scheduling, reducing the time previously spent on manual entry.
• By eliminating manual data transfers, you can reduce the risk of human errors such as incorrect entries and missed registrations, helping improve data accuracy.

■How the workflow works

1. First, connect Acuity Scheduling and Salesforce to Yoom.
2. Next, select Acuity Scheduling as the trigger and set the action to “When a webhook is received.”
3. Then, configure Acuity Scheduling’s “Get appointment details” action as an operation to retrieve the details of the registered appointment.
4. Finally, configure Salesforce’s “Add a record” action as an operation to create a record based on the retrieved information.

※ “Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger starts.

■Customization options

• When adding a record to Salesforce, choose which object to target, such as a lead or contact.
• Freely map the information retrieved from Acuity Scheduling to Salesforce fields, such as name and email address, as variables.
• You can also set fixed values to enter the same information into specific fields each time.

■Notes

• Connect both Acuity Scheduling and Salesforce to Yoom.
• Salesforce is available only on the Team and Success plans. Please note that operations and Data Connects in configured workflows will result in errors on the Free and Mini plans.
• Paid plans, including the Team and Success plans, come with a two-week free trial. During the free trial, you can use apps that are otherwise subject to plan restrictions.