Salesloft + SimplyBook.me

Salesloft + SimplyBook.me integrations

Create new Salesloft persons whenever new clients are added in SimplyBook.me

Boost your client onboarding process with this seamless connection between SimplyBook.me and Salesloft. Whenever a new client pops up in SimplyBook.me, a corresponding profile is immediately crafted in Salesloft. This ensures that your contact information remains up-to-date and accurate, thereby enhancing your ability to manage client relationships effectively and efficiently. This workflow offers a clear value by ensuring a smooth, coordinated flow of client information between your booking and sales platforms.

When this happens...
New ClientTriggers when new client created.
TriggerInstant
automatically do this!
Create PersonTriggers when an event occurs for a person. Supports created, updated and deleted person events.
ActionWrite

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More things you can do with SimplyBook.me and Salesloft

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

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
- Event_type
  Required
Trigger
Instant
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- Event_type
  Required
Trigger
Instant
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- Event_type
  Required
Trigger
Instant
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- Event_type
  Required
Trigger
Instant
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- First Name
- Last Name
- Email_address
- Secondary_email_address
- Personal_email_address
- Phone
- Phone_extension
- Mobile_phone
- Home_phone
- Person Stage
- Account
- Owner
- City
- State
- Country
- Work location - city
- Work location - state
- Work location - country
- Company Name
- Company Website
- Company Industry
- Job Title
- Linkedin_url
- Job_seniority
- Do_not_contact
- Eu_resident
- Time Locale
- Personal_website
- Twitter_handle
- Tags
- Contact_restrictions
Action
Write
- Search_by
  Required
- Search_term
  Required
Action
Search
- Search_by
  Required
- Search_term
  Required
- First Name
- Last Name
- Email_address
- Secondary_email_address
- Personal_email_address
- Phone
- Phone_extension
- Mobile_phone
- Home_phone
- Person Stage
- Account
- Owner
- City
- State
- Country
- Work location - city
- Work location - state
- Work location - country
- Company Name
- Company Website
- Company Industry
- Job Title
- Linkedin_url
- Job_seniority
- Do_not_contact
- Eu_resident
- Time Locale
- Personal_website
- Twitter_handle
- Tags
- Contact_restrictions
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
- Event_type
  Required
Trigger
Instant
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- Event_type
  Required
Trigger
Instant
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- Event_type
  Required
Trigger
Instant
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- Event_type
  Required
Trigger
Instant
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- Event_type
  Required
Trigger
Instant
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- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Info
- Search_by
  Required
- Search_term
  Required
Action
Search

About Salesloft

Salesloft is a sales engagement platform designed to help sales teams drive more revenue and improve their sales processes.

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Related categories

Premium

Sales & CRM

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