Acuity Scheduling for Pipedrive
interactive features

Acuity Scheduling for Pipedrive

by Ulgebra

interactive features
interactive features

Schedule Acuity appointments, view Events History & access booking links, sync incoming appointments to People and Deals

Communicate with leads, Manage my accounts

App screenshot
App screenshot
App screenshot
App screenshot
App screenshot

Description

Sync your Acuity scheduling account with Pipedrive and keep track of all your upcoming and past Pipedrive appointments. Use the history of upcoming Acuity appointments and plan your day to its maximum efficacy. Simplify the management of your calendar using the abundant features.

Schedule appointments from Leads, People & Deals of Pipedrive

Access the history of upcoming & past Acuity Scheduling appointments.

Obtain the booking links of all Acuity events and share them with customers at any time.

Setup incoming Acuity events and sync the events with your preferrable Pipedrive module.

The Pipedrive admin can now allow users to utilize a common Acuity Scheduling account.

Open the Acuity Scheduler in a separate tab to book and handle meetings at any time.

Features

Panels

Panels

Instantly see and interact with Acuity Scheduling for Pipedrive as you dive into the details of your deals/contacts in Pipedrive.

Acuity Appointments

Locations:deal detailsperson detailsorganization details

View Acuity appointments

Pop-up windows

Pop-up windows

Tackle complex tasks in Acuity Scheduling for Pipedrive without leaving Pipedrive via their customized pop-up windows.

New Acuity Appointment

Locations:deal detailsperson detailsorganization details

Schedule Acuity appointments

Installation instructions

Installation and setup:

  1. Head to the Pipedrive Marketplace and install the extension Acuity Scheduling Integration for Pipedrive

  2. You would now be redirected to the Pipedrive authorization page.

  3. Click on 'Allow and Install'.

  4. Within any Pipedrive contact, select 'New Acuity Appointment' from the drop-down.

  5. Sign in to Ulgebra using your Pipedrive email id.

  6. Enter the Acuity Scheduling credentials.

  7. Authorize Acuity Scheduling.

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