Acuity Scheduling + Salesmate Integration

Integrate Acuity Scheduling to Salesmate in one click, or tell Integrately AI how you want each booking handled. Capture client details, create contacts and deals, update sales pipelines, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Acuity Scheduling
    Appointment is scheduled in Acuity Scheduling Instant
  • Acuity Scheduling
    Appointment is scheduled (with filters) in Acuity Scheduling
  • Acuity Scheduling
    Appointment is rescheduled in Acuity Scheduling Instant
  • Acuity Scheduling
    Appointment is canceled in Acuity Scheduling Instant
  • Acuity Scheduling
    Order is completed in Acuity Scheduling Instant
  • Salesmate
    Contact is created in Salesmate
  • Salesmate
    Contact is updated in Salesmate Instant
  • Salesmate
    Deal is created in Salesmate
  • Salesmate
    Deal is updated in Salesmate Instant
  • Salesmate
    Company is created in Salesmate
  • Salesmate
    Company is updated in Salesmate Instant
  • Salesmate
    Activity is updated in Salesmate Instant
  • Salesmate
    Activity is created in Salesmate
Arrow Right
2.
  • Acuity Scheduling
    Search appointment using client info in Acuity Scheduling
  • Acuity Scheduling
    Get appointment by id in Acuity Scheduling
  • Acuity Scheduling
    Create appointment in Acuity Scheduling
  • Acuity Scheduling
    Reschedule appointment in Acuity Scheduling
  • Acuity Scheduling
    Cancel appointment in Acuity Scheduling
  • Acuity Scheduling
    Customize block off time in Acuity Scheduling
  • Acuity Scheduling
    Add package code in Acuity Scheduling
  • Acuity Scheduling
    Add coupon code in Acuity Scheduling
  • Salesmate
    Create contact in Salesmate
  • Salesmate
    Search contact in Salesmate
  • Salesmate
    Update contact in Salesmate
  • Salesmate
    Get contact by id in Salesmate
  • Salesmate
    Create deal in Salesmate
  • Salesmate
    Update deal in Salesmate
  • Salesmate
    Search deal in Salesmate
  • Salesmate
    Create activity in Salesmate
  • Salesmate
    Update activity in Salesmate
  • Salesmate
    Search activity in Salesmate
  • Salesmate
    Create company in Salesmate
  • Salesmate
    Update company in Salesmate
  • Salesmate
    Search company in Salesmate
  • Salesmate
    Create note in Salesmate

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Ready Workflows Ready Workflows for Acuity Scheduling + Salesmate Integration

Capture client bookings, create contacts, update sales pipelines, alert your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Acuity Scheduling + Salesmate Integration

Create Salesmate contact from new Acuity Scheduling order

As an online store owner, you're likely using Acuity Scheduling to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Acuity Scheduling with Salesmate? This integration will allow you to automatically create a contact for each new order in Salesmate.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Acuity Scheduling + Salesmate Integration

Create Salesmate deal for new Acuity Scheduling appointment

In your business, you may need to track when someone is invited to an appointment. You can do this by creating a deal in Salesmate.

But manually creating a deal can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an appointment is created in Acuity Scheduling, it will trigger a corresponding deal creation in Salesmate.

This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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Connect more apps to your Acuity Scheduling + Salesmate flow

Sync your scheduling and CRM data with calendars, email marketing, payments, team messaging, video calls, and spreadsheets. Pick a combination and activate it in one click.

Acuity Scheduling
Salesmate
+
Google CalendarGoogle Calendar (8)
+
MailchimpMailchimp (8)
+
StripeStripe (8)
+
SlackSlack (8)
+
ZoomZoom (8)
+
Google SheetsGoogle Sheets (8)
A
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When an appointment is scheduled in Acuity Scheduling, create a contact in Salesmate and create an event in Google Calendar.
New Acuity Scheduling appointments instantly generate a contact in Salesmate and schedule a corresponding event in Google Calendar without manual entry.
A
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When an appointment is rescheduled in Acuity Scheduling, update the Salesmate deal and update the Google Calendar event.
Rescheduled Acuity Scheduling bookings automatically update your Salesmate deal details and adjust the corresponding Google Calendar event.
S
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When a contact is created in Salesmate, search the appointment in Acuity Scheduling and schedule a prep meeting in Google Calendar.
New Salesmate contacts trigger an appointment lookup in Acuity Scheduling and schedule a prep meeting in Google Calendar.
A
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If an Acuity Scheduling appointment includes a package code, create a priority contact in Salesmate and block time in Google Calendar.
Package bookings in Acuity Scheduling create priority contacts in Salesmate and block dedicated preparation time in Google Calendar.
A
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When an Acuity Scheduling order is completed, update the Salesmate deal and clear the tentative Google Calendar slot.
Completed Acuity Scheduling orders update your Salesmate deal status and finalize the tentative slot in Google Calendar.
A
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When an Acuity Scheduling appointment is canceled, update the Salesmate contact and remove the Google Calendar event.
Canceled Acuity Scheduling appointments automatically update your Salesmate contact status and remove the event from Google Calendar.
A
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Use Claude to analyse booking details from Acuity Scheduling, create a contact in Salesmate, and schedule the follow-up in Google Calendar.
Claude analyses Acuity Scheduling client notes, creates a tailored Salesmate contact, and schedules the follow-up in Google Calendar.
A
S
G
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When an appointment is scheduled in Acuity Scheduling, create a contact in Salesmate, schedule an event in Google Calendar, and notify your sales channel in Slack.
New Acuity Scheduling bookings create a Salesmate contact, schedule a Google Calendar event, and notify your team on Slack.

Supported triggers and actions for Acuity Scheduling and Salesmate

Mix and match to build the exact automation you need

Acuity Scheduling
Acuity Scheduling Triggers & Actions
Instant
Appointment is scheduled in Acuity Scheduling
Triggers the automation when any appointment is scheduled
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Appointment is scheduled (with filters) in Acuity Scheduling
Triggers the automation when any appointment is scheduled, that matches criteria
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Instant
Appointment is rescheduled in Acuity Scheduling
Triggers the automation when any appointment is rescheduled
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Instant
Appointment is canceled in Acuity Scheduling
Triggers the automation when any appointment is canceled
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Instant
Order is completed in Acuity Scheduling
Triggers the automation when any order is completed
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Search appointment using client info in Acuity Scheduling
Searches for an appointment using client information
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Get appointment by id in Acuity Scheduling
Retrieves an appointment using its id
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Create appointment in Acuity Scheduling
Schedule a new appointment
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Reschedule appointment in Acuity Scheduling
Reschedules an appointment
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Cancel appointment in Acuity Scheduling
Cancel appointments with a click of a button
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Customize block off time in Acuity Scheduling
Set unavailable time periods
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Add package code in Acuity Scheduling
Adds code snippets to a package
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Add coupon code in Acuity Scheduling
Apply a coupon code at checkout
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Salesmate
Salesmate Triggers & Actions
Contact is created in Salesmate
Triggers the automation when a new contact is created
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Instant
Contact is updated in Salesmate
Triggers the automation when a contact is updated
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Deal is created in Salesmate
Triggers the automation when a deal is created
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Instant
Deal is updated in Salesmate
Triggers the automation when a deal is updated
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Company is created in Salesmate
Triggers the automation when a new company is created
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Instant
Company is updated in Salesmate
Triggers the automation when a company is updated
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Instant
Activity is updated in Salesmate
Triggers the automation when an activity is updated
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Activity is created in Salesmate
Triggers the automation when a new activity is created
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Create contact in Salesmate
Adds a new contact to the database
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Search contact in Salesmate
Finds and retrieves contact information
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Update contact in Salesmate
Updates contact information with new details
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Get contact by id in Salesmate
Retrieves a contact's information based on their id
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Create deal in Salesmate
Generates a new deal with
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Update deal in Salesmate
Updates deal information based on new criteria or changes
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Search deal in Salesmate
Retrieves and find a deal
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Create activity in Salesmate
Generates a new activity or task
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Update activity in Salesmate
Updates the activity with the latest information
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Search activity in Salesmate
Retrieves search results based on particular criteria
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Create company in Salesmate
Generates a new company profile with given details
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Update company in Salesmate
Updates company information
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Search company in Salesmate
Finds information about a company
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Create note in Salesmate
Creates a new note in the particular format
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What can you automate with Acuity Scheduling + Salesmate?

Streamline your appointment booking and sales pipeline management with ready-to-run automation recipes.

What you can automate?
🔄
Sync new bookings into sales contacts
Turn every scheduled appointment in Acuity Scheduling into a contact record in Salesmate automatically. Eliminate manual data entry and ensure every prospect enters your sales pipeline immediately.
📝
Capture all custom client answers
Map every submitted field and note from your Acuity Scheduling forms into custom fields within your Salesmate deals and contacts. Ensure your sales team has full context before every call.
🔔
Alert your sales team instantly
Send instant notifications to your team chat whenever a high-value appointment is booked or rescheduled. Ensure staff can review client details and prepare for meetings without delay.
🔀
Route leads based on booking criteria
Evaluate submitted package codes or appointment types to assign priority statuses or route specific deals to designated team members in your CRM automatically.
📅
Keep schedule updates synchronized
Automatically update your CRM deal stages and contact records whenever an appointment is rescheduled or modified in your calendar. Keep your pipeline accurate at all times.
🔍
Search and update existing contacts
Prevent duplicate records by searching for existing client information before creating new entries in your sales pipeline. Keep your customer history clean and consolidated.
💰
Manage order and payment milestones
Update deal stages to closed-won and record completed payment orders automatically when a client finishes checkout in your scheduling workflow.
📊
Extend flows to spreadsheets and chat
Connect your core scheduling and CRM data to supporting tools like Google Sheets or Slack for comprehensive reporting and instant team communication.
And much more...

Who is Acuity Scheduling + Salesmate integration for?

Connect your scheduling calendar to your sales pipeline to eliminate manual data entry, accelerate lead follow-up, and keep revenue records accurate.

Revenue operations managers
Revenue operations managers
Sales representatives
Sales representatives
Client success managers
Client success managers
Booking coordinators
Booking coordinators
Account executives
Account executives
Operations directors
Operations directors
📈
Revenue operations managers
You report on booking conversion metrics and pipeline velocity, but your CRM records are always missing details because team members forget to copy over appointment notes manually — this integration means every booking populates your CRM instantly and your pipeline numbers stay audit-ready.
Sales representatives
You need to reach out to booked prospects immediately, but you find out about new appointments too late because scheduling notifications get buried in email inboxes — with this integration, every new booking creates a contact in your CRM the moment it happens and your follow-up speed improves.
🤝
Client success managers
You answer to management and clients who want immediate visibility into onboarding progress, but tracking appointment logs across platforms takes hours every week — automating both apps means every client interaction updates your records automatically and status reviews run smoothly.
📊
Booking coordinators
The volume of daily appointments is too high for anyone to keep up by hand, leading to missed records and mismatched contact details across tools — connecting these apps means every submission populates your database without manual typing and data entry errors disappear.
💼
Account executives
You own the sales conversation and depend on upstream booking data to prepare for discovery calls, but missing appointment updates leave you unprepared — automating both apps means every scheduled meeting populates your deal pipeline immediately and your prep work is streamlined.
📋
Operations directors
You need a reliable history of all client engagements and keep finding gaps in customer timelines when bookings fail to transfer between tools — integrating these apps means every scheduled and completed appointment logs accurately so your history remains complete.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Acuity Scheduling + Salesmate

Build and manage your Acuity Scheduling + Salesmate automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Acuity Scheduling + Salesmate with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Acuity Scheduling to Salesmate?
Frequently Asked Questions
You can connect Acuity Scheduling to Salesmate in one click using ready workflows on Integrately, or use Integrately AI to build custom sequences alongside tools like Google Calendar, Slack, and Google Sheets.
Can I automatically create a Salesmate contact when a new appointment is booked in Acuity Scheduling?
Frequently Asked Questions
Can I connect Acuity Scheduling, Salesmate, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Acuity Scheduling and Salesmate?
Frequently Asked Questions
How does Acuity Scheduling handle custom client answers during integration?
Frequently Asked Questions
How does Salesmate update deal stages when an appointment is rescheduled?
Frequently Asked Questions
Do I need coding skills to automate Acuity Scheduling and Salesmate?
Frequently Asked Questions
Is the Acuity Scheduling and Salesmate integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

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You Can Also Connect Acuity Scheduling or Salesmate With 1500+ Other Apps

Acuity Scheduling
Popular Acuity Scheduling Integrations
Connect Acuity Scheduling to payment gateways, video conferencing tools, and calendars to streamline client bookings.
Salesmate
Popular Salesmate Integrations
Sync Salesmate with customer support, marketing automation, and productivity apps to accelerate your sales cycles.
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Salesmate Integrations arrow right
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