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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
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
- In Acuity Scheduling, configure a Standard Webhook to trigger on the 'Appointment Created' event.
- Set the webhook URL to your intermediary service that will handle the incoming data.
- In your intermediary service, listen for the webhook at the endpoint '/api/acuity-appointments'.
- Extract the following payload data: 'clientName', 'appointmentTime', 'serviceType', and 'clientEmail'.
- 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 }.
- POST this JSON object to the Salesforce REST API endpoint '/services/data/vXX.X/sobjects/Appointment__c'.
- 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 CanceledDo this in Salesforce Add Contact to Campaign
-
When this happens in Acuity Scheduling... Appointment RescheduledDo this in Salesforce Add File to Record
-
When this happens in Acuity Scheduling... Appointment StartDo this in Salesforce Add Lead to Campaign
-
When this happens in Acuity Scheduling... Appointment TypesDo this in Salesforce Call Apex REST
-
When this happens in Acuity Scheduling... Fetch Custom ActionsDo this in Salesforce Convert Lead to Contact
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