Acuity Scheduling logo + Pipedrive logo

Automate Acuity Scheduling & Pipedrive

Stop paying for mismatched spreadsheets. Sync data between Acuity Scheduling and Pipedrive in real-time, so you can manage your operations without the busywork.

Custom API Integration
Secure Data Transfer
Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["Acuity Scheduling"]
        T1(["Appointment Canceled"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth} V -->|Fail| DLQ[Dead Letter
Queue] V -->|Pass| Map[Data Mapping
& Transformation] Map --> Retry[Rate Limiting
& Retries] end subgraph Target ["Pipedrive"] A1(["Add Discount to Deal"]) end T1 -->|JSON Payload| W Retry -->|Authenticated API POST| A1 style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5 style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5 style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff
When Acuity Scheduling and Pipedrive operate independently, appointment details can easily fall through the cracks. For instance, when a client books a meeting via Acuity, the appointment information, such as client name and time, may not automatically populate in Pipedrive. This leads to sales teams manually entering data into Pipedrive, wasting valuable time that could be spent on client engagement. As a result, missed appointments and double bookings can occur, causing frustration for both the team and clients.

Top Ways to Automate Acuity Scheduling & Pipedrive

  • Automated Appointment Creation: Instantly create new Pipedrive deals from Acuity Scheduling appointments, ensuring that every client interaction is tracked and followed up on without manual input.
  • Real-Time Status Updates: Automatically update the status of deals in Pipedrive based on appointment outcomes in Acuity, providing your sales team with immediate insights into client engagement and next steps.
  • Seamless Client Communication: Trigger personalized follow-up emails or reminders in Pipedrive after appointments booked in Acuity, enhancing customer relationships and increasing the likelihood of conversion.

How to Build the Acuity Scheduling → Pipedrive Sync

  1. In Acuity Scheduling, navigate to the 'Integrations' section and set up a Standard Webhook. Configure the webhook to trigger on 'Appointment Scheduled'. Use the endpoint URL from your Pipedrive instance: https://api.pipedrive.com/v1/deals?api_token=YOUR_API_TOKEN.
  2. In the webhook payload, extract the following data: clientName, appointmentTime, and appointmentDetails. Ensure that you format the payload as JSON when sending to Pipedrive.
  3. In Pipedrive, create a new deal using the REST API. Use the POST method to send the extracted data. The JSON body should look like this: { "title": "Appointment with {clientName}", "value": 0, "note": "Scheduled for {appointmentTime}. Details: {appointmentDetails}" }.
  4. Test the integration by scheduling a new appointment in Acuity and verifying that a corresponding deal is created in Pipedrive with the correct details.

Developer Warnings & API Gotchas

  • Ensure that the field names in the JSON payload match exactly with the expected field names in Pipedrive. For example, if Pipedrive expects 'title' and you send 'Title', it will result in a failed API call.
  • Be cautious about time zone discrepancies between Acuity and Pipedrive. If Acuity sends appointment times in UTC and Pipedrive expects local time, this can lead to incorrect scheduling in the CRM.
  • When creating deals in Pipedrive, ensure that the 'value' field is set appropriately. If not required, set it to 0, as Pipedrive may reject deals with missing or invalid values.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

  • When this happens in Acuity Scheduling... Appointment Canceled
    Do this in Pipedrive Add Discount to Deal
  • When this happens in Acuity Scheduling... Appointment Rescheduled
    Do this in Pipedrive Add Follower
  • When this happens in Acuity Scheduling... Appointment Start
    Do this in Pipedrive Add Label to Person
  • When this happens in Acuity Scheduling... Appointment Types
    Do this in Pipedrive Add Product Variation
  • When this happens in Acuity Scheduling... Fetch Custom Actions
    Do this in Pipedrive Add Product to Deal

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I can see you're looking at mapping Acuity Scheduling to Pipedrive. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?