Acuity Scheduling for HubSpot CRM

Step 2: Now, choose the HubSpot account in which you want to install the application and click the "Choose Account" option.

Step 3: Go through the set of access required for the application and click the "Connect app" option.

Step 4: Now you can view that the application is installed successfully in your account.

This is the installation of the application "Acuity Scheduling for HubSpot CRM".

Step 2: Now, you will have to authorize your Acuity account by entering your Acuity Scheduling API key and User ID. You can use the "Get Here" option to get your Acuity Scheduling credentials from your account. Once you have entered your credentials, click the "Authorize" option.

Step 3: Once authorized, you can view the incoming events configuration. You can add the clients booking new appointment with you as a new record in your HubSpot contacts module.

Step 4: You can either enable or disable the appointments from which you do not want the events to be synced with HubSpot. To map the Acuity values with the HubSpot fields, you have the "Field Mapping" option.

And, in this way you can configure the application in your HubSpot account and it is ready to use now.

Step 2: Fill all the required details and click the "Complete Appointment" option.

Step 3: Now, you will get a confirmation regarding the booked event with the contact.

Step 4: Once an appointment is booked, you will receive in-app notifications for the new events.

Thus, in this way you can schedule a new appointment from the HubSpot CRM. And, this feature is available with the Companies, Deals and the Tickets module.

Step 2: You can also view the meeting details under the "Meetings" section inside that particular HubSpot record.

This is how you have the event records and its details inside HubSpot CRM.

Option 2: Event Links

Once you click the "Event Links" option, you can get your Acuity Scheduling event booking link. Click "Copy" to copy the booking link or click "Open" to open the booking link in a new tab to book an appointment.

Option 3: Events History

Under "Events History", you can view both the Upcoming and Past meetings associated with the particular HubSpot contact. You can also view the meeting status as "Active" in this section.

The various settings available are:

• Authorized HubSpot and Acuity account - You can re-authorize the account whenever required

• Manage app users                                                   - Use shared Acuity account with users 

• Incoming events sync                                            - Sync booked Acuity events with HubSpot

• Field mapping for sync                                         - Map Acuity values with HubSpot fields

• App usage analytics                                               - View the app usage details

• Reset app configuration                                     -  Reset the app completely (All the application details and                                                                                                             records will be deleted)

Step 2: Give a name to the mapping and select the event type from the drop-down for which the field mapping needs to happen.

Step 3: Select any one of the HubSpot CRM modules from the drop-down to sync the values. And, select the triggered event.

Place the cursor in the text box against the HubSpot field values on your left and select the Acuity field values to be mapped to those HubSpot fields. Click the "Close" option to close the Acuity field values displayed.

Step 4: Once you have mapped all the required values, click the "Save Field Mapping" option to save the configured mapping. Once saved, the values will be added to the HubSpot fields as per the configuration for all the upcoming messages of the selected event type.

Step 5: Now you can view the saved field mapping and the number of fields mapped. You also have additional options like "Edit", "Duplicate" and "Delete" the created mapping.

On the user system:

The user while authorizing the Acuity account, can either use the account shared by their admin or else they can use their own account for scheduling appointments. To configure their own account click on the "Use another account" option.

This is all about the installation and working of the "Acuity Scheduling for HubSpot CRM" application.

Pricing