Salesforce + SimplyBook.me

Salesforce + SimplyBook.me integrations

Create contacts in Salesforce for new SimplyBook.me appointments

With the help of Zapier, you can connect SimplyBook to Salesforce, a powerful customer relationship manager (CRM) application. This connection will allow you to automatically add SimplyBook clients to your contact list in Salesforce.

When this happens...
New BookingTriggers when a new booking is created.
TriggerInstant
automatically do this!
Create RecordCreates a new record of a specified Salesforce object.
ActionWrite

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More things you can do with SimplyBook.me and Salesforce

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

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
New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or 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
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Objects
  Required
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
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- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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Related categories

CRM (Customer Relationship Management)

Premium

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.

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Related categories

Scheduling & Booking

Related Zap Templates

Create contacts in Salesforce upon creating new clients in Simplybook.me

Related Zap Templates

Create contacts in Salesforce upon creating new clients in Simplybook.me