Acuity Scheduling logo + Salesforce logo

Automate Acuity Scheduling & Salesforce

Stop paying for mismatched spreadsheets. Sync data between Acuity Scheduling and Salesforce 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 ["Salesforce"] A1(["Add Contact to Campaign"]) 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 Salesforce operate independently, appointment details often get lost during manual entry. For example, when a client books an appointment, the scheduling team must manually input the appointment time, client information, and service type into Salesforce. This manual process not only consumes valuable time but also increases the likelihood of errors, such as incorrect appointment times or client misidentification, leading to missed opportunities and frustrated sales representatives who rely on accurate data for follow-ups.

Top Ways to Automate Acuity Scheduling & Salesforce

  • Automated Appointment Sync: Instantly sync appointments from Acuity Scheduling to Salesforce, ensuring your sales team always has the latest client meeting information at their fingertips.
  • Lead Management Automation: Automatically create and update Salesforce leads based on Acuity Scheduling appointments, streamlining your sales process and reducing the risk of lost leads.
  • Follow-Up Reminders: Set up automated reminders in Salesforce for follow-ups after client meetings scheduled through Acuity, enhancing client engagement and improving conversion rates.

How to Build the Acuity Scheduling → Salesforce Sync

  1. In Acuity Scheduling, configure a Standard Webhook to trigger on the 'Appointment Created' event.
  2. Set the webhook URL to your intermediary service that will handle the incoming data.
  3. In your intermediary service, listen for the webhook at the endpoint '/api/acuity-appointments'.
  4. Extract the following payload data: 'clientName', 'appointmentTime', 'serviceType', and 'clientEmail'.
  5. Prepare a JSON object with the extracted data in the following format: { 'Name': clientName, 'Appointment_Date__c': appointmentTime, 'Service_Type__c': serviceType, 'Email__c': clientEmail }.
  6. POST this JSON object to the Salesforce REST API endpoint '/services/data/vXX.X/sobjects/Appointment__c'.
  7. Ensure you include the appropriate OAuth token in the Authorization header of your POST request.

Developer Warnings & API Gotchas

  • Ensure that the 'appointmentTime' is formatted correctly as an ISO 8601 string, as Salesforce expects this format for date fields.
  • Be cautious of the field mappings; if 'clientEmail' is not mapped correctly to a field in Salesforce, the appointment record may not associate with the correct client.
  • Check for any required fields in Salesforce that may not be present in the Acuity webhook payload, as this could lead to failed API inserts.

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 Salesforce Add Contact to Campaign
  • When this happens in Acuity Scheduling... Appointment Rescheduled
    Do this in Salesforce Add File to Record
  • When this happens in Acuity Scheduling... Appointment Start
    Do this in Salesforce Add Lead to Campaign
  • When this happens in Acuity Scheduling... Appointment Types
    Do this in Salesforce Call Apex REST
  • When this happens in Acuity Scheduling... Fetch Custom Actions
    Do this in Salesforce Convert Lead to Contact

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