Acuity Scheduling Integration for Pipedrive

About


The application Acuity Scheduling Integration for Pipedrive helps manage appointments with clients online and provides a real-time update regarding the Acuity appointments inside the Pipedrive CRM itself. Integrate Acuity Scheduler into Pipedrive to instantly schedule appointments and organize your calendar. Incorporate this planner into Pipedrive and handle business appointments from within the comfort of your CRM.


This application allows owners to maintain a record of all the upcoming and past Acuity appointments scheduled. Furthermore, receive the Acuity meetings booked into the Pipedrive module that is most suitable for your purpose. Access the booking links of all your Acuity events within Pipedrive which can be shared with customers who wish to schedule an appointment.


A common Acuity Scheduling account can be utilized by the Pipedrive organization once it is authorized by the Pipedrive admin alone. The Pipedrive admin also has the power to enable and disable users from this feature based on their requirements.

Book appointments online!

No worries offline!

Pre-requisites for app installation

Features


  • Schedule Acuity appointments with Pipedrive clients

  • Receive Acuity appointments scheduled into Pipedrive

  • Sync incoming events into the required module

  • View Acuity appointment status

  • View history of Acuity appointments

  • Reschedule or cancel upcoming Acuity appointment

  • Obtain the booking links for Acuity events

  • Manage the Acuity Scheduling users

Application Installation

Install Acuity Scheduling Integration for Pipedrive from the Pipedrive Marketplace
  • Click on 'Allow and Install' to complete the installation of the application.

Authorize your Pipedrive to complete installation
  • Go to any Pipedrive contact.

  • Click on 'New Acuity Appointment' from the dropdown.

Access the Acuity Scheduling integration
  • Sign in to Ulgebra using your Pipedrive email id.

Sign in to Ulgebra using your Pipedrive email id
  • Enter your Acuity Scheduling credentials.

  • Authorize Acuity Scheduling account.

Enter Acuity Scheduling credentials and authorize the Acuity account

The Acuity Scheduling application has been setup inside Pipedrive.

Extension Features


Acuity Appointments


  • Go to any Pipedrive Person, Organization or Deal.

  • Click on the drop-down at the top right side of the contact details.

  • Select 'New Acuity Appointment'.

Select 'New Acuity Appointment' from any Pipedrive contacts
  • You can now view the list of Acuity events for scheduling Acuity appointments.

  • Click on 'Book' adjacent to the name of the event using which you are scheduling Acuity appointment.

Access the calendar of the desired event from the list of Acuity events
  • Or select the event you are scheduling Acuity appointment using from the drop-down.

Select the desired Acuity event from the drop-down to book an appointment
  • Now you can access the Acuity Scheduling calendar.

  • Select your preferrable date and time.

Select your preferred date and time from the calendar
  • Enter the required details for the meeting.

  • Click on 'Complete Appointment'.

Enter and edit booking details if required. Schedule the Acuity appointment
  • The Acuity appointment has now been scheduled.

  • You can view the booking confirmation.

You would now receive the booking confirmation

Acuity Appointment History


  • Within the Acuity Scheduling interface, select 'Events History'.

  • You can now view the upcoming events along with the respective Pipedrive contact.

Access Events History to view the history of Acuity appointments booked
  • In order to view the Acuity appointments , select the event from the drop-down.

Select an Acuity event from the drop-down to view the history of a specific event
  • Click on 'Show Past Meetings' to view the history of previous Acuity appointments.

View the history of previous Acuity appointments

Booking Links


  • Access Acuity scheduling within any Pipedrive contact.

  • Select 'Event Links' under Acuity.

  • You can now view the list of all the Acuity events.

  • Click on 'Open' to go to the booking link.

  • Click on 'Copy' to share the booking link.

View the list of Acuity booking links to access and share the link\
  • Select any booking link from the drop-down to obtain the booking link of a specific event.

Select an event from the drop-down to access the booking link of a specific event

Acuity Scheduling Notes


  • Within any Pipedrive contact, view the history of Acuity appointments scheduled under 'Notes'.

  • You can go through the complete details of the meeting within the Note.

View appointment details as Notes within respective Pipedrive contact

Planned Acuity Meetings


  • View all the upcoming Acuity appointments under the 'Planned' within the respective Pipedrive contact.

View the details of all the upcoming Acuity meetings within the Pipedrive contact under Planned

Extension Settings


  • Access the interface of Acuity Integration for Pipedrive.

  • Click on your Ulgebra profile to access the extension settings.

Setup the Acuity Scheduling integration based on your requirements

Incoming Events Sync


  • Select 'Incoming events sync'.

Select Incoming events sync
  • Enable 'Capture incoming events' to sync Acuity events booked into Pipedrive.

  • Select the condition for the incoming events from the drop-down.

  • The options available are as follows.

  1. Sync events to person

The scheduled Acuity appointments will be synced with the People module of Pipedrive


  1. Sync Events to latest lead or create new lead

The scheduled Acuity appointments will be synced with the Leads module of Pipedrive. In case a Lead exists for the contact the event will be synced to the latest Lead. In case a Lead does not exist, a new Lead would be created.


  1. Sync Events to latest deal or create new deal

The scheduled Acuity appointments would be synced to the Deals module of Pipedrive. In case a Deal exists for the contact, it would be synced to the latest Deal. In case a Deal does not exist, a new Deal would be created.


  1. Only activity

The incoming Acuity appointments would be synced with the Activities module of Pipedrive.


  • In case you do not wish to sync incoming events from non-existing contacts, enable the feature 'Ignore events from NEW customers'.

Enable incoming Acuity events into Pipedrive and select the condition for the same
  • You can view the list of all the Acuity Scheduling events.

  • Enable the events from which you wish to receive the incoming events.

  • Disable the events from which you do not wish to receive the incoming events.

Enable the Acuity events to receive incoming meetings from

Manage App Users


  • You can enable Pipedrive CRM users to use a single Acuity Scheduling account which is authorized by the admin.

  • Select 'Manage App Users'.

Manage Acuity Scheduling users
  • You can now view the list of Pipedrive users.

  • Add the users who can utilize your Acuity Scheduling account.

  • You can Remove any user when required.

  • You can also Add all or Remove all users.

Add the Pipedrive users who can use the Acuity Scheduling account

Acuity Scheduling Tab


  • You can open the integration in a new tab for accessing and scheduling Acuity appointments at any time.

  • Click on 'Open in New Tab'.

Select Open in New Tab
  • You would now be redirected to a new page containing the application.

Access the extension at any moment in a separate tab

Reset App Configuration


  • In case you wish to reset the application, select 'Reset App Configurations'.

Select Reset App Configurations
  • Enter 'confirm'.

  • Click on 'Reset'.

  • By doing so all the settings and history of the extension would be deleted.

Enter confirm and reset the application

Manage your calendar in Pipedrive using the Acuity Scheduling features mentioned above.

Pricing

Classic plan

$ 5/user per month


  • Book appointment from pipedrive

  • View booked meetings history

  • Notifications inside pipedrive board for new Acuity events.

  • Get contacts and events as records created inside pipedrive board for new Acuity events.

  • Priority Support

  • Access to all new upcoming features.