Connect Your Acuity events to your marketing automation platform. Automate follow up from your CRM based on scheduling, attendance, reschedules, cancelations, and more.
- Keap or Infusionsoft
How It Works
Set Up Your Acuity Event
Set up your Acuity event just like you would do normally. PlusThis will have you select the existing Acuity event as the first step.
Store Info and Trigger Automation
Choose what data you want to store in your CRM. Data you can store includes contact info, scheduling info, cancel reasons and more. In addition, you can apply tags and lists as leads schedule, reschedule, cancel and more.
Appointment Follow Up
Our Acuity Connection makes it easy to have all of your appointment follow-up managed from inside your Marketing CRM. Your business processes for appointment completions, reschedules and cancels can all now run inside your CRM along with the rest of your business processes.