Automate Salesforce & Acuity Scheduling

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

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Custom API Integration

Secure Data Transfer

Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["Salesforce"]
        T1(["Closed Opportunity Legacy"])
    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 ["Acuity Scheduling"]
        A1(["Add Blocked Off Time"])
    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 Salesforce and Acuity Scheduling operate independently, critical client appointment data can be lost during manual entry processes. For instance, when a sales representative books a meeting in Salesforce, if the appointment details aren't automatically sent to Acuity, the scheduling team must manually input this information, leading to potential double-bookings or missed appointments. This manual process not only wastes valuable time for the sales team but also frustrates clients who expect timely confirmations.

Top Ways to Automate Salesforce & Acuity Scheduling

Seamless Appointment Sync: Automatically sync appointments from Acuity Scheduling to Salesforce, ensuring your sales team always has the latest schedule and eliminating double bookings.
Real-Time Customer Insights: Capture and update customer interactions in Salesforce as they happen in Acuity, providing your sales team with immediate access to critical information for follow-ups and personalized communication.
Automated Follow-Up Reminders: Set up automated reminders in Salesforce for follow-ups based on Acuity appointments, ensuring no lead falls through the cracks and enhancing your team's efficiency.

How to Build the Salesforce → Acuity Scheduling Sync

In Salesforce, set up a webhook to listen for the 'Appointment Created' event. This can be done by navigating to the 'Setup' menu, selecting 'Webhooks', and creating a new webhook with the endpoint URL pointing to your integration service.
Configure the webhook payload to include essential fields such as 'Appointment ID', 'Client Name', 'Date', 'Time', and 'Duration'. Ensure the payload is formatted as JSON.
In your integration service, create a listener for the incoming webhook from Salesforce. Extract the relevant data from the payload, focusing on the fields mentioned above.
Prepare the data for the Acuity Scheduling API by mapping the extracted Salesforce fields to the corresponding Acuity fields. For example, map 'Client Name' to 'customerName', 'Date' to 'startTime', and 'Duration' to 'duration'.
Make a POST request to the Acuity Scheduling API endpoint '/appointments' with the formatted data. Ensure the request includes the appropriate headers for authentication using your Acuity API key.
Test the integration by creating a new appointment in Salesforce and verifying that it appears in Acuity Scheduling without manual intervention.

Developer Warnings & API Gotchas

Ensure that the date and time formats match between Salesforce and Acuity Scheduling. Salesforce may use ISO 8601 format, while Acuity might require a different format, leading to potential errors during the API call.
Be cautious of the 'Duration' field; Acuity expects this in minutes, while Salesforce may store it in hours. Incorrect mapping can lead to scheduling conflicts.
When handling multiple appointments, ensure your integration service can manage concurrent requests to avoid data loss or overwriting existing appointments in Acuity.

Supported API Operations

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

When this happens in Salesforce... Closed Opportunity (Legacy)

Do this in Acuity Scheduling Add Blocked Off Time
When this happens in Salesforce... Fetch Custom Actions

Do this in Acuity Scheduling Add Coupon Code
When this happens in Salesforce... Get Accounts

Do this in Acuity Scheduling Add Package Code
When this happens in Salesforce... Get Campaigns

Do this in Acuity Scheduling Add or Update Client

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