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Set up your first integration
Quickly connect SimplyBook.me to HubSpot with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate SimplyBook.me with HubSpot - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Cancelled Booking" from SimplyBook.me.
Add your action
An action happens after the trigger—such as "Update Contact Subscription Preferences" in HubSpot.
You’re connected!
Zapier seamlessly connects SimplyBook.me and HubSpot, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Cancelled Booking
Triggers when a booking is canceled.
Try ItTriggerInstant - New Booking
Triggers when a new booking is created.
Try ItTriggerInstant - New Invoice
Triggers when a new invoice is created.
Try ItTriggerInstant - Note
- Additional properties to retrieve
Try ItTriggerPolling
- Updated Booking Details
Triggers when the following booking details are updated: date, time, service, or provider.
Try ItTriggerInstant - New Client
Triggers when new client created.
Try ItTriggerInstant - New Offer
Triggers when a new offer is created.
Try ItTriggerInstant - Note
- Additional properties to retrieve
Try ItTriggerPolling
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Practical ways you can use SimplyBook.me and HubSpot
Sync new SimplyBook.me clients to HubSpot
When a new client is added in SimplyBook.me, Zapier creates a corresponding contact in HubSpot. This helps business owners keep their client database up-to-date, ensuring better follow-ups and targeted communications.
Business OwnerCreate HubSpot workflows for SimplyBook.me new offers
When a new offer is created in SimplyBook.me, Zapier triggers the creation of a marketing workflow in HubSpot. This allows for automated promotions of new offerings, improving customer engagement and driving conversions.
Marketing & Marketing OpsUpdate HubSpot deal stage for rescheduled bookings
When a booking detail such as date or time is updated in SimplyBook.me, Zapier automatically adjusts the related HubSpot deal stage. This keeps project timelines and client communications on track, improving collaboration and reducing task delays.
Project ManagementLearn how to automate HubSpot on the Zapier blog
Frequently Asked Questions about SimplyBook.me + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with SimplyBook.me and HubSpot
How do I integrate SimplyBook.me with HubSpot?
To integrate SimplyBook.me with HubSpot, you can use our platform to set up specific triggers and actions. For example, when a new booking is made in SimplyBook.me, it could trigger the creation of a contact or task in HubSpot.
What triggers are available for this integration?
Triggers available for integrating SimplyBook.me with HubSpot include new booking created, booking status changed, and appointment cancelled. Each trigger can initiate an action in HubSpot, such as creating or updating a contact.
Can I update existing contacts in HubSpot whenever there is a new booking?
Yes, by using the 'New Booking' trigger from SimplyBook.me, you can set up an action to update existing contacts directly in HubSpot with new information from each booking.
What actions can be automated in HubSpot using this integration?
Using our integration, actions that can be automated within HubSpot include creating new contacts, updating existing contacts, creating tasks or notes related to appointments booked via SimplyBook.me.
Is it possible to create deals in HubSpot based on bookings made in SimplyBook.me?
Currently, our integration primarily supports actions related to contacts and tasks. Creating deals requires additional steps that may require custom solutions beyond standard triggers and actions.
How can I manage cancellations through the integration?
When a cancellation occurs in SimplyBook.me, it can trigger an update in HubSpot such as adding notes or updating task status related to the specific contact or appointment.
Does the integration support syncing client details between both platforms?
Yes, client details such as names and email addresses collected through SimplyBook.me can be automatically synced with contacts records maintained within your HubSpot CRM system via appropriate triggers.
