Integrating Acuity with CRM apps

You can connect Acuity to a variety of customer relationship management (CRM) solutions. This guide explains how to set up the Wufoo and Pipedrive integrations and where to find more information on third-party developed integrations.

Available integrations

Acuity has an integration with Wufoo.

Also, third-party developers have created integrations to connect Acuity to:

• ClassPass
• Daylite
• Zoho CRM

Zapier can link Acuity with:

• Google Contacts
• Google Sheets
• Keap
• Salesforce

Wufoo

Connect Acuity to Wufoo to create outside forms that connect to clients’ Acuity appointments.

Clients can fill out your Wufoo form before or after booking an appointment in Acuity. Form responses display in the details of all scheduled appointments with a matching email address. We recommend sending clients to your Wufoo form by including a link in an email notification template or on your appointment confirmation page.

It’s not possible to connect more than one Wufoo form to Acuity. You can add links to other Wufoo forms in email notification templates or appointment confirmation pages, but only answers from the form you select in the integration will appear in Acuity.

Note: If a client fills out your Wufoo form multiple times, all their responses will be listed in the appointment details of each of the client's appointments.

To set up the connection:

1. Before you begin, set up a form in Wufoo. You must include an email address field in this form.
2. In Acuity, click Integrations.
3. Find Wufoo, click Set up then Connect.
4. Follow the prompts to enter your Wufoo username and password.
5. Select the Wufoo form you’d like to connect, then select the email field in the form.
6. Click Save settings.

Pipedrive

Acuity supports existing connections to Pipedrive, but it's not possible to create a new connection. If you disconnect an existing connection, you won't be able to reconnect.

Acuity automatically syncs the client’s name and email address to Pipedrive. You can also sync other appointment details and intake form responses if you've already created those custom fields in Pipedrive.

Pipedrive can sync the following custom fields:

• Address
• Text
• Monetary
• Date
• Date range
• Time
• Time range

Note: Custom fields sync the first time the client books an appointment, but don’t update in Pipedrive when subsequent appointments are booked.

Connect to a third-party integration

Third-party integrations are available for Zoho CRM, Daylite, and ClassPass in the Integrations panel. Because they’re developed and maintained by third-party developers, they fall outside our scope of support. If you have questions about these integrations, contact the integration provider directly.

Forms customized by appointment type

Only one question, on one Acuity form, can connect to an individual field in your CRM tool.

If you have different forms for different appointment types, but want to collect CRM data from clients booking multiple appointment types, use multiple forms:

1. Create a new form, and add all your CRM questions to it. Leave the title of the form blank.
2. Connect the questions on the new form to your CRM fields.
3. Assign the form to all the appointment types for which you want to collect CRM data.

Each appointment type should be assigned its custom intake form, plus the CRM collection form.