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How to connect Acuity Scheduling with Pipeliner CRM
Acuity Scheduling / Pipeliner CRM
Documentation

Connect Acuity Scheduling to Pipeliner CRM with LeadsBridge

Acuity Scheduling » Pipeliner CRM

In this article, you'll learn how to set up the bridge and connect Acuity Scheduling to Pipeliner CRM using LeadsBridge.

How to set up your bridge step-by-step tutorial

Before you start

  1. Head over to the left sidebar and click on Bridges
  2. You'll be taken to the Bridges section of your account
  3. Click on the Add New button
  4. You'll be taken to the first step of the bridge creation

Step 2: Setup your Acuity Scheduling source

  1. Type in the name you'd like to call your integration
  2. Enter API Key and User Id to connect your Acuity Scheduling with LeadsBridge
    1. Find your API credentials in Acuity Scheduling left menu, under Business Settings → Integrations, or by clicking here
    2. Then Copy and Paste your credentials on LeadsBridge Integration's page
  3. Select the segment you'd like to use as the source for your leads
  4. Click on the Next button

Acuity Scheduling now requires to setup a Webhook to send lead's information to LeadsBridge.

Copy the Webhook address that you see in this step and set this endpoint inside your Acuity Scheduling settings.

How to setup the webhook on Acuity Scheduling

Then follow the steps below:
  1. Log into your Acuity Scheduling account
  2. Click on Integrations at the bottom left of the menu, under Business Settings
  3. Integrations area will open on the right, click on API
  4. Then go to Webhooks and click on Set Up
  5. A popup window will be opened on the right
  6. Paste LeadsBridge’s Webhook URL on the type field that corresponds to the information you’ll like to receive on your bridge, for example if you’ll like to receive new scheduled appointments and updates to already scheduled appointments you should paste the webhook URL under APPOINTMENT SCHEDULED OR UPDATED (CATCH-ALL)
  7. Then, click on Save
  8. After that, you should send a test schedule using Acuity Scheduling Client Scheduler on the following link URL: ( OPEN LINK) or you can create it directly from your calendar
  9. Go back into your LeadsBridge bridge setup and wait till the schedule test arrives
  10. Finally, after you've received the schedule test data on LeadsBridge, click on Next to save your Webhook data and continue with your Bridge setup
You can find further information in the following link:

Before proceeding

Please make sure to send a test lead from Acuity Scheduling. This will allow us to recognize the data you'd like to pass along and offer them as presets in the next steps of the setup.

  1. When the LeadsBridge screen is saying "Waiting for New Lead...", it means that we're ready to receive your test data
  2. Go to Acuity Scheduling
  3. Submit a test lead
  4. Head back to LeadsBridge and check if the information has been processed correctly
  5. Click on the Next button

That's all! Congratulations.

You'll be redirected to the bridges section of your account with a green success message at the top right of the page and your bridge will now be active.

Have you got some questions?

You may want to take a look at the common questions on the respective integration's documentation.

If you have any other questions, or need help to configure your bridge from Acuity Scheduling to Pipeliner CRM with LeadsBridge, do not hesitate to contact our Support!