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Zapier: Acuity to BenchmarkONE

Learn how you can use Zapier to integrate Acuity Scheduling with BenchmarkONE.

Written by Support Team

Below are some common ways and some suggestions on how you can use Zapier to integrate Acuity Scheduling with BenchmarkONE.

Want to try a pre-built zap? Head to Account Settings > Integrations and scroll down to the section where you can "follow up with appointments"
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Keep track of who's scheduled and how often they've made an appointment:

  • Zap to use: "New Appointment" (Trigger = Acuity) to "add a tag" (Action = BenchmarkONE)

  • Add a "scheduled appointment" tag

  • Segment out current contacts who have scheduled with you and see how often they schedule:

  1. Use the "Browse by Tag" filter to find those in your database who have or have not scheduled with you

  2. Filter by tag score to find a list of the contacts that schedule most often

Monitor who's canceled and send a follow-up message:

  • Zap to use: "Appointment Cancelled" (Trigger = Acuity) to "Add a tag" (Action = BenchmarkONE)

  • Create a Tag Score sequence to trigger a task and an email to be sent to that contact

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