Integrate Salesforce Contacts with Acuity Scheduling Using Pabbly Connect

Learn how to automatically find or create Salesforce contacts when appointments are scheduled in Acuity Scheduling using Pabbly Connect. Follow our detailed tutorial now! Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Acuity Scheduling and Salesforce Integration

To integrate Salesforce contacts with Acuity Scheduling using Pabbly Connect, you first need to access the Pabbly Connect dashboard. Start by visiting Pabbly Connect and log in to your account. If you don’t have an account, you can create one for free, which includes 100 automation tasks each month.

Once logged in, click on the ‘Create Workflow’ button to begin setting up your automation. Name your workflow, such as ‘Acuity Scheduling to Salesforce Automation’, and click on the ‘Create’ button. This will take you to the workflow page where you can set triggers and actions.

2. Setting Up Trigger in Pabbly Connect for Acuity Scheduling

The first step is to establish a trigger in Pabbly Connect. Select Acuity Scheduling as the trigger application and choose ‘New Appointment’ as the trigger event. Click on ‘Connect’ to set up your connection with Acuity Scheduling.

• Select ‘Add New Connection’ and authorize Pabbly Connect to access your Acuity Scheduling account.
• Choose the specific booking page from which you want to pull appointment details.

After successfully connecting, click on the ‘Save and Send Test Request’ button. This action will start waiting for a new appointment to be created in Acuity Scheduling, which will allow Pabbly Connect to fetch the appointment details for the next steps.

3. Searching for Existing Contacts in Salesforce

Next, you will set up an action in Pabbly Connect to search for existing contacts in Salesforce. Add a new action step and select Salesforce as the application. Choose ‘Search Record’ as the action event.

Connect to your Salesforce account by selecting ‘Add New Connection’ and authorizing access. In the action setup, specify that you want to search the ‘Contact’ object and use the email address as the unique identifier for searching. This ensures that you can find out if the contact already exists in Salesforce.

4. Applying Conditional Logic for New Contacts

In this step, you will apply conditional logic to determine whether to create a new contact in Salesforce using Pabbly Connect. After the search action, add a filter step to check if the response from Salesforce is blank, indicating that the contact does not exist.

• Select the response label from the previous step to apply the condition.
• Set the filter type to ‘Exists’ to proceed only if the contact is new.

If the condition is true, you can move on to create a new contact in Salesforce. This logic ensures that existing contacts are not duplicated, which saves time and maintains data integrity.

5. Creating a New Contact in Salesforce

Finally, if the contact does not exist, you will set up another action in Pabbly Connect to create a new contact in Salesforce. Select Salesforce again and choose ‘Create Record’ or ‘Create Contact’ as the action event.

Reuse the existing connection you created earlier and map the fields from the Acuity Scheduling appointment to the corresponding fields in Salesforce, such as first name, last name, email, and phone number. After mapping the required fields, click on ‘Save and Send Test Request’ to create the contact in Salesforce.

Conclusion

In this tutorial, we’ve explored how to use Pabbly Connect to automate the creation of Salesforce contacts when appointments are scheduled in Acuity Scheduling. This integration streamlines your workflow, saving time and enhancing productivity by automatically managing your customer relationships.