Acuity Scheduling + Salesforce

Connect Acuity Scheduling to Salesforce — Automate Your Workflow

Sync data between Acuity Scheduling and Salesforce automatically. Eliminate manual data entry, reduce errors, and save 8+ hours/week with a custom integration built by Harvard-educated automation experts.

8+ hours/week
Saved weekly
2 weeks
Setup time
98%
Client retention
One-way
Sync direction

Why Connect Acuity Scheduling to Salesforce?

Manually copying data between Acuity Scheduling and Salesforce wastes hours every week

Data inconsistencies between Acuity Scheduling and Salesforce cause errors and rework

Team members forget to update both systems, leading to outdated information

No single source of truth when appointments live in two disconnected tools

How We Help

Connecting Acuity Scheduling (scheduling) with Salesforce (crm) is one of the most requested integrations among Australian Healthcare & Allied Health and Professional Services businesses. This integration eliminates the manual transfer of appointments and clients data, reducing errors and freeing up your team to focus on growth.

Eliminate Manual Data Entry

Stop copying appointments between Acuity Scheduling and Salesforce by hand. Our integration syncs data automatically, saving your team 8+ hours/week.

Reduce Errors and Inconsistencies

Automated sync eliminates typos, missed updates, and version conflicts. Every change in Acuity Scheduling is instantly reflected in Salesforce.

Single Source of Truth

Your team always has accurate, up-to-date information regardless of which system they're working in. No more "which one is correct?" conversations.

Custom-Built for Your Workflow

Unlike generic connectors, we build integrations tailored to how your business actually uses Acuity Scheduling and Salesforce. Custom field mappings, business rules, and error handling included.

Acuity Scheduling to Salesforce Use Cases

1

Sync appointments from Acuity Scheduling to Salesforce

When appointments are created or updated in Acuity Scheduling, automatically push changes to Salesforce. No manual export/import needed.

2

Automate leads creation

Eliminate manual data entry by automatically creating leads in Salesforce based on activity in Acuity Scheduling.

3

Real-time status synchronisation

Keep both systems in sync with one-way status updates. When something changes in one system, the other updates instantly.

4

Automated reporting and reconciliation

Generate consolidated reports combining data from both Acuity Scheduling and Salesforce. Catch discrepancies before they become problems.

Data Mapping

How data flows between Acuity Scheduling and Salesforce

Acuity SchedulingSalesforceNotes
Acuity Scheduling recordsSalesforce recordsCore data synchronisation between systems
Acuity Scheduling metadataSalesforce custom fieldsAdditional context mapped to custom fields
Acuity Scheduling timestampsSalesforce activity logAudit trail for compliance and tracking
Acuity Scheduling statusSalesforce workflow stageStatus changes trigger workflow updates

Acuity Scheduling + Salesforce Integration FAQ

Explore These Tools

Ready to Connect Acuity Scheduling to Salesforce?

Join 50+ businesses already saving time with Clever Ops integrations.