Acuity Scheduling + Teamwork CRM Integration

Integrate Acuity Scheduling to Teamwork CRM in one click, or tell Integrately AI how you want each booking handled. Turn appointments into deals, create contacts, update pipelines, and notify your sales team automatically.

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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
  • Teamwork CRM
    Company is created in Teamwork CRM Instant
  • Teamwork CRM
    Contact is created in Teamwork CRM Instant
  • Teamwork CRM
    Deal is created in Teamwork CRM Instant
  • Teamwork CRM
    Deal is updated in Teamwork CRM Instant
  • Teamwork CRM
    Deal is deleted in Teamwork CRM Instant
  • Teamwork CRM
    Activity is created in Teamwork CRM Instant
  • Teamwork CRM
    Activity is updated in Teamwork CRM Instant
  • Teamwork CRM
    Activity is deleted in Teamwork CRM Instant
  • Teamwork CRM
    Note is created in Teamwork CRM Instant
  • Teamwork CRM
    File is created in Teamwork CRM Instant
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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
  • Teamwork CRM
    Create deal in Teamwork CRM
  • Teamwork CRM
    Search deal in Teamwork CRM
  • Teamwork CRM
    Create contact in Teamwork CRM
  • Teamwork CRM
    Search contact in Teamwork CRM
  • Teamwork CRM
    Create company in Teamwork CRM
  • Teamwork CRM
    Search company in Teamwork CRM
  • Teamwork CRM
    Create note in Teamwork CRM
  • Teamwork CRM
    Create activity in Teamwork CRM
  • Teamwork CRM
    Search activity in Teamwork CRM
  • Teamwork CRM
    Create pipeline in Teamwork CRM
  • Teamwork CRM
    Create stage in Teamwork CRM
  • Teamwork CRM
    Search country in Teamwork CRM
  • Teamwork CRM
    Search user in Teamwork CRM
  • Teamwork CRM
    Create product in Teamwork CRM
  • Teamwork CRM
    Search product in Teamwork CRM

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Ready Workflows Ready Workflows for Acuity Scheduling + Teamwork CRM Integration

Capture appointments, create deals, update contacts, notify your sales team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Acuity Scheduling + Teamwork CRM Integration

Create Teamwork CRM 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 Teamwork CRM? This integration will allow you to automatically create a contact for each new order in Teamwork CRM.

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 + Teamwork CRM Integration

Create Teamwork CRM 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 Teamwork CRM.

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 Teamwork CRM.

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 + Teamwork CRM flow

Keep your team updated, send calendar invites, and log payments across your stack after every booking. Pick a combination and activate it in one click.

Acuity Scheduling
Teamwork CRM
+
Google CalendarGoogle Calendar (8)
+
StripeStripe (8)
+
SlackSlack (8)
+
GmailGmail (8)
+
MailchimpMailchimp (8)
+
QuickBooks OnlineQuickBooks Online (8)
A
G
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Create a Google Calendar event for every Acuity Scheduling appointment, and add a deal in Teamwork CRM.
New Acuity Scheduling appointments appear in Google Calendar instantly while Teamwork CRM creates a corresponding deal, eliminating manual calendar entry.
A
G
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Schedule a Google Calendar event when an Acuity Scheduling appointment is booked, and create an activity in Teamwork CRM.
Every Acuity Scheduling booking populates Google Calendar and logs a follow-up activity in Teamwork CRM without manual tracking.
A
G
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When an Acuity Scheduling appointment is rescheduled, update the Google Calendar event and update the deal in Teamwork CRM.
Rescheduled Acuity Scheduling appointments update your Google Calendar event and adjust the deal in Teamwork CRM automatically.
A
G
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Create a Google Calendar event from a new Acuity Scheduling appointment, and search for the contact in Teamwork CRM.
New Acuity Scheduling bookings generate Google Calendar events while checking Teamwork CRM for existing contact records.
A
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If an Acuity Scheduling appointment includes a package code, create a Google Calendar event and create a deal in Teamwork CRM.
Package-coded Acuity Scheduling appointments generate calendar events and priority Teamwork CRM deals automatically.
A
G
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When an Acuity Scheduling order is completed, update the Google Calendar event and create a note in Teamwork CRM.
Completed Acuity Scheduling orders update your Google Calendar status and log a detailed note in Teamwork CRM.
A
C
G
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Use ChatGPT to summarise every Acuity Scheduling appointment, create a Google Calendar event, and add a deal in Teamwork CRM.
ChatGPT generates concise appointment summaries before Google Calendar blocks the time and Teamwork CRM logs the deal.
A
G
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Create a Google Calendar event for a new Acuity Scheduling appointment, add a deal in Teamwork CRM, and notify your team on Slack.
New Acuity Scheduling bookings update Google Calendar, create Teamwork CRM deals, and alert your team on Slack instantly.

Supported triggers and actions for Acuity Scheduling and Teamwork CRM

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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Teamwork CRM
Teamwork CRM Triggers & Actions
Instant
Company is created in Teamwork CRM
Triggers the automation when a new company is created
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Instant
Contact is created in Teamwork CRM
Triggers the automation when a new contact is created
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Instant
Deal is created in Teamwork CRM
Triggers the automation when a deal is created
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Instant
Deal is updated in Teamwork CRM
Triggers the automation when a deal is updated
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Instant
Deal is deleted in Teamwork CRM
Triggers the automation when a deal is deleted
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Instant
Activity is created in Teamwork CRM
Triggers the automation when a new activity is created
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Instant
Activity is updated in Teamwork CRM
Triggers the automation when an activity is updated
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Instant
Activity is deleted in Teamwork CRM
Triggers the automation when any activity is deleted
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Instant
Note is created in Teamwork CRM
Triggers the automation when a new note is created
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Instant
File is created in Teamwork CRM
Triggers the automation when a particular action in the workflow fails
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Create deal in Teamwork CRM
Generates a new deal with
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Search deal in Teamwork CRM
Retrieves and find a deal
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Create contact in Teamwork CRM
Adds a new contact to the database
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Search contact in Teamwork CRM
Finds and retrieves contact information
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Create company in Teamwork CRM
Generates a new company profile with given details
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Search company in Teamwork CRM
Finds information about a company
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Create note in Teamwork CRM
Creates a new note in the particular format
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Create activity in Teamwork CRM
Generates a new activity or task
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Search activity in Teamwork CRM
Retrieves search results based on particular criteria
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Create pipeline in Teamwork CRM
Creates a new pipeline
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Create stage in Teamwork CRM
Generates a new stage for the workflow
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Search country in Teamwork CRM
Searches for a country
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Search user in Teamwork CRM
Searches for a user
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Create product in Teamwork CRM
Generates and launch new products
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Search product in Teamwork CRM
Searches for a product
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What can you automate with Acuity Scheduling + Teamwork CRM?

Streamline your scheduling and sales pipeline by automating repetitive data entry and client follow-ups.

What you can automate?
🚀
Create CRM Deals From New Appointments
Automatically generate a new deal in Teamwork CRM the moment a client schedules an appointment in Acuity Scheduling. Eliminate manual data transfer between your scheduling tool and sales pipeline.
📋
Capture Every Submitted Intake Field
Map all custom intake questions and client form responses from Acuity Scheduling directly into Teamwork CRM deal fields. Ensure your sales reps have complete context before every call.
🔔
Notify Your Team Instantly
Send instant team alerts in Slack or via email whenever a high-value client books an appointment. Keep your sales and support staff informed in real time.
🔀
Route Leads Based on Package Codes
Condition workflows on specific package codes or intake answers submitted in Acuity Scheduling. Assign leads to different sales pipelines or tiers in Teamwork CRM automatically.
🔄
Keep CRM Records Up to Date
Automatically update deal stages and contact information in Teamwork CRM whenever an appointment is rescheduled or modified in Acuity Scheduling.
🔍
Prevent Duplicate Contacts
Search existing Teamwork CRM records before creating new contacts from Acuity Scheduling bookings. Keep your database clean and free of duplicate entries.
Handle Cancellations and Orders
Trigger pipeline updates and status changes in Teamwork CRM when Acuity Scheduling appointments are canceled or orders are completed.
🔗
Extend Workflows to Slack
Connect your core scheduling and CRM flow to Slack to notify team channels and coordinate multi-step client onboarding seamlessly.
And much more...

Who is Acuity Scheduling + Teamwork CRM integration for?

Connecting Acuity Scheduling and Teamwork CRM eliminates manual data entry between your calendar and sales pipeline, ensuring accurate client tracking for growing teams.

Revenue Operations Analysts
Revenue Operations Analysts
Sales Development Representatives
Sales Development Representatives
Client Success Managers
Client Success Managers
High-Volume Booking Coordinators
High-Volume Booking Coordinators
Account Executives
Account Executives
Sales Operations Managers
Sales Operations Managers
📈
Revenue Operations Analysts
You're tracking client bookings and pipeline revenue across disparate platforms but your reporting dashboard only updates when someone manually exports appointments, so the conversion metrics you're reporting against are always a few hours behind — with this integration, every new booking lands in your CRM instantly and your metrics stay current.
Sales Development Representatives
You need to follow up with new prospects the moment they book an intake call, but you find out too late because appointment notifications get buried in your inbox — automating both apps means every scheduled slot instantly generates a CRM deal and alerts your team, ensuring you never miss a warm prospect.
🤝
Client Success Managers
You answer to key accounts and stakeholders who expect immediate progress updates after every consultation, but gathering meeting records by hand causes frustrating reporting delays — connecting these apps means every completed appointment updates your client records automatically, keeping external stakeholders fully informed.
📊
High-Volume Booking Coordinators
The volume of daily client appointments is too high for anyone to keep up with manual data entry, leading to missed contacts and fragmented pipeline records — this integration means every client submission is captured and processed instantly, keeping your workload manageable and error-free.
🔄
Account Executives
You own the sales handoff and depend on scheduling coordinators to manually notify you when prospects book, but missed handoffs stall your outreach — automating both apps means every new booking creates a pre-populated deal in your pipeline, allowing you to take over the account without delay.
🗂️
Sales Operations Managers
You need a reliable history of all client interactions and keep finding gaps in your pipeline audit logs due to human error during manual entry — with this integration, every appointment, reschedule, and cancellation is logged accurately in your CRM, maintaining a pristine audit trail.
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 + Teamwork CRM

Build and manage your Acuity Scheduling + Teamwork CRM 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 + Teamwork CRM 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
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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 Teamwork CRM?
Frequently Asked Questions
You can connect Acuity Scheduling to Teamwork CRM in 1 click using ready workflows on Integrately. Choose a pre-built template, link your accounts, and let Integrately AI handle complex field mappings.
Can I automatically create Teamwork CRM deals from Acuity Scheduling appointments?
Frequently Asked Questions
Can I connect Acuity Scheduling, Teamwork CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Acuity Scheduling and Teamwork CRM?
Frequently Asked Questions
How does Acuity Scheduling handle appointment data during integration?
Frequently Asked Questions
How does Teamwork CRM process new deals from scheduled appointments?
Frequently Asked Questions
Do I need coding skills to automate Acuity Scheduling and Teamwork CRM?
Frequently Asked Questions
Is the Acuity Scheduling and Teamwork CRM integration free?
Frequently Asked Questions
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You Can Also Connect Acuity Scheduling or Teamwork CRM With 1500+ Other Apps

Acuity Scheduling
Popular Acuity Scheduling Integrations
Connect Acuity Scheduling to marketing platforms, video conferencing tools, and payment gateways to streamline your client booking operations.
Teamwork CRM
Popular Teamwork CRM Integrations
Sync Teamwork CRM with email marketing, customer support, and invoicing tools to keep your sales pipeline connected across your business stack.