LeadConnector + SimplyBook.me

LeadConnector + SimplyBook.me integrations

Create or update LeadConnector opportunities when new bookings occur in SimplyBook.me

Streamline your client management with this workflow. When a new booking is made in SimplyBook.me, it will update or create a new opportunity in LeadConnector. This process saves you time and keeps your client information up to date and organized. Use this automation to enhance your lead tracking without having to manually transfer information between platforms.

When this happens...
New BookingTriggers when a new booking is created.
TriggerInstant
automatically do this!
Add/Update OpportunityAdds or updates an existing opportunity.
ActionWrite

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More things you can do with SimplyBook.me and LeadConnector

Discover other triggers and actions you can use with SimplyBook.me and LeadConnector

Cancelled Booking
Triggers when a booking is canceled.
Trigger
Instant
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New Booking
Triggers when a new booking is created.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Instant
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- Booking ID
  Required
Action
Write
- Client name
  Required
- Email
  Required
- Phone
  Required
Action
Write

- Client Id
  Required
Action
Search
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write

- Workflow ID
  Required
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task Title
  Required
- Task Description
  Required
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

Updated Booking Details
Triggers when the following booking details are updated: date, time, service, or provider.
Trigger
Instant
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New Client
Triggers when new client created.
Trigger
Instant
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New Offer
Triggers when a new offer is created.
Trigger
Instant
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- Provider ID
  Required
- Service ID
  Required
- Location ID
- Category ID
- Client ID
  Required
- Count
  Required
- Start datetime
  Required
Action
Write
- Booking ID
  Required
Action
Search
- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About SimplyBook.me

SimplyBook.me is online appointment and scheduling software, that allows to accept bookings 24/7 and offers variety of flexible features.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking

Related Zap Templates

Add new SimplyBook.me bookings to LeadConnector as contacts

Manage new SimplyBook.me clients by adding or updating contacts in LeadConnector