Bigin by Zoho CRM + SimplyBook.me Integration

Integrate Bigin by Zoho CRM to SimplyBook.me in one click, or tell Integrately AI how you want each contact handled. Create clients, log appointments, update your pipeline, and alert your team automatically.

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1.
  • Bigin by Zoho CRM
    Contact is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Company is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Company is updated in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Contact is updated in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Deal is updated in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Deal is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Task is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Event is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Call is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Product is created in Bigin by Zoho CRM
  • SimplyBook.me
    Booking is created in SimplyBook.me
  • SimplyBook.me
    Booking is canceled in SimplyBook.me
  • SimplyBook.me
    Client is created in SimplyBook.me
  • SimplyBook.me
    Invoice is created in SimplyBook.me
Arrow Right
2.
  • Bigin by Zoho CRM
    Search contact in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search company by field in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create deal in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create contact in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update contact in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    List contact deals by contact id in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update deal in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search deal in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search deal by ID in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create company in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search company in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update company in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Get company by ID in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create task in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search task in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update task in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create call in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create event in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update event in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search event in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update product in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search product in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create product in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Get contact by ID in Bigin by Zoho CRM
  • SimplyBook.me
    Create client in SimplyBook.me
  • SimplyBook.me
    Get clients custom fields values in SimplyBook.me
  • SimplyBook.me
    Get booking by ID in SimplyBook.me

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Ready Workflows Ready Workflows for Bigin by Zoho CRM + SimplyBook.me Integration

Capture bookings, create contacts, organise client records, and keep your pipeline updated, all in just one click.

Most popular automationsmost-popular-automations
SimplyBook.me + Bigin by Zoho CRM Integration

Create Bigin by Zoho CRM task for new SimplyBook.me event

Creating task in Bigin by Zoho CRM is a great way to keep track of task that need to be completed when an event is created in your SimplyBook.me account.

With the help of this integration, when an event is created, a task will be automatically created in Bigin by Zoho CRM and will include the details of the event (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
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SimplyBook.me + Bigin by Zoho CRM Integration

Create Bigin by Zoho CRM deal for new SimplyBook.me event

In your business, you may need to track when someone is invited to an event. You can do this by creating a deal in Bigin by Zoho CRM.

But manually creating a deal can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in SimplyBook.me, it will trigger a corresponding deal creation in Bigin by Zoho CRM.

This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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Bigin by Zoho CRM + SimplyBook.me Integration

Create SimplyBook.me contact for new Bigin by Zoho CRM contact

In order to keep your accounting and customer records in sync, when you create a contact in Bigin by Zoho CRM, this automation will automatically create a contact in SimplyBook.me.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Bigin by Zoho CRM and SimplyBook.me!
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SimplyBook.me + Bigin by Zoho CRM Integration

Create Bigin by Zoho CRM contact for new SimplyBook.me contact

If you are using SimplyBook.me, then you may want to also use Bigin by Zoho CRM to manage your customer relationships. With the help of this automation, whenever you create a contact in SimplyBook.me, a corresponding contact will be created in Bigin by Zoho CRM.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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SimplyBook.me + Bigin by Zoho CRM Integration

Create Bigin by Zoho CRM contact from new SimplyBook.me invoice

If you're a small business owner who uses SimplyBook.me to manage your finances, you may be wondering if there's a way to automatically create a contact profile in Bigin by Zoho CRM whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Bigin by Zoho CRM and SimplyBook.me!
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SimplyBook.me + Bigin by Zoho CRM Integration

Create Bigin by Zoho CRM task for new SimplyBook.me invoice

If you use SimplyBook.me to manage your invoice, you can also use Bigin by Zoho CRM to create and manage task associated with those invoice. Creating a task in Bigin by Zoho CRM will remind you of the important details related to the invoice, such as due dates and payment terms.

You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.
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Connect more apps to your Bigin by Zoho CRM + SimplyBook.me flow

Sync client data with calendars, email marketing, payments, and team channels the moment bookings or CRM records update. Pick a combination and activate it in one click.

Bigin by Zoho CRM
SimplyBook.me
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Google CalendarGoogle Calendar (4)
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MailchimpMailchimp (4)
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StripeStripe (4)
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HubSpotHubSpot (4)
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SlackSlack (4)
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ZoomZoom (4)
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Create a Google Calendar event for every new SimplyBook.me booking, and update the deal in Bigin by Zoho CRM
New SimplyBook.me bookings automatically appear on Google Calendar while updating Bigin by Zoho CRM, so your schedule and pipeline stay aligned without manual scheduling.
S
G
B
When a SimplyBook.me booking is created, create an event in Google Calendar and log a task in Bigin by Zoho CRM
Every SimplyBook.me booking populates Google Calendar and creates a follow-up task in Bigin by Zoho CRM instantly, ensuring no client appointment is missed.
G
S
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When a Google Calendar event is created, create a client in SimplyBook.me and create a contact in Bigin by Zoho CRM
New Google Calendar entries instantly generate a client profile in SimplyBook.me and a corresponding contact in Bigin by Zoho CRM.
G
S
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Use Claude to summarise Google Calendar event notes, update the client in SimplyBook.me, and create a deal in Bigin by Zoho CRM
Claude reviews Google Calendar notes for each appointment, updates SimplyBook.me client details, and logs a structured deal in Bigin by Zoho CRM.

Supported triggers and actions for Bigin by Zoho CRM and SimplyBook.me

Mix and match to build the exact automation you need

Bigin by Zoho CRM
Bigin by Zoho CRM Triggers & Actions
Contact is created in Bigin by Zoho CRM
Triggers the automation when a new contact is created
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Company is created in Bigin by Zoho CRM
Triggers the automation when a new company is created
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Company is updated in Bigin by Zoho CRM
Triggers the automation when a company is updated
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Contact is updated in Bigin by Zoho CRM
Triggers the automation when a contact is updated
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Deal is updated in Bigin by Zoho CRM
Triggers the automation when a deal is updated
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Deal is created in Bigin by Zoho CRM
Triggers the automation when a deal is created
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Task is created in Bigin by Zoho CRM
Triggers the automation when a new task is created
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Event is created in Bigin by Zoho CRM
Triggers the automation when a new event is created
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Call is created in Bigin by Zoho CRM
Triggers the automation when a new call is made
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Product is created in Bigin by Zoho CRM
Triggers the automation when a new product is created
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Search contact in Bigin by Zoho CRM
Finds and retrieves contact information
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Search company by field in Bigin by Zoho CRM
Finds information about a company
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Create deal in Bigin by Zoho CRM
Generates a new deal with
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Create contact in Bigin by Zoho CRM
Adds a new contact to the database
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Update contact in Bigin by Zoho CRM
Updates contact information with new details
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List contact deals by contact id in Bigin by Zoho CRM
Lists all deals associated with a contact by contact id
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Update deal in Bigin by Zoho CRM
Updates deal information based on new criteria or changes
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Search deal in Bigin by Zoho CRM
Retrieves and find a deal
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Search deal by ID in Bigin by Zoho CRM
Searches for a deal by its unique id
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Create company in Bigin by Zoho CRM
Generates a new company profile with given details
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Search company in Bigin by Zoho CRM
Finds information about a company
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Update company in Bigin by Zoho CRM
Updates company information
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Get company by ID in Bigin by Zoho CRM
Retrieves a company's details using its id
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Create task in Bigin by Zoho CRM
Creates a new task
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Search task in Bigin by Zoho CRM
Searches for a task
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Update task in Bigin by Zoho CRM
Updates the task with new information or changes
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Create call in Bigin by Zoho CRM
Initiates a call to the recipient
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Create event in Bigin by Zoho CRM
Adds a new contact to the contact list
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Update event in Bigin by Zoho CRM
Updates event details with the latest information
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Search event in Bigin by Zoho CRM
Conduct a search for events based on particular criteria
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Update product in Bigin by Zoho CRM
Updates product information
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Search product in Bigin by Zoho CRM
Searches for a product
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Create product in Bigin by Zoho CRM
Generates and launch new products
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Get contact by ID in Bigin by Zoho CRM
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SimplyBook.me
SimplyBook.me Triggers & Actions
Booking is created in SimplyBook.me
Triggers the automation when a new booking is created
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Booking is canceled in SimplyBook.me
Triggers the automation when a booking is canceled
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Client is created in SimplyBook.me
Triggers the automation when a new client is created
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Invoice is created in SimplyBook.me
Triggers the automation when any invoice is added or modified
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Create client in SimplyBook.me
Generates a new client profile
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Get clients custom fields values in SimplyBook.me
Retrieves the custom field values associated with clients
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Get booking by ID in SimplyBook.me
Retrieves booking details
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What can you automate with Bigin by Zoho CRM + SimplyBook.me?

Connect your appointments and sales pipeline to eliminate manual data entry across every customer touchpoint.

What you can automate?
🔄
Sync bookings to pipeline deals automatically
Every time a booking is created in SimplyBook.me, a corresponding contact or deal is created in Bigin by Zoho CRM instantly. Your sales pipeline reflects active appointments without manual data entry.
📝
Capture every submitted custom field
Map all custom client answers and appointment notes from SimplyBook.me into designated Bigin by Zoho CRM fields. Your team gets complete context for every consultation.
🔔
Alert your team the moment bookings arrive
Notify sales reps instantly in team channels whenever a new SimplyBook.me booking is confirmed. Quick internal alerts ensure fast response times for high-intent prospects.
🔀
Route records based on submitted criteria
Apply conditional logic to route VIP bookings to senior account executives in Bigin by Zoho CRM while standard appointments flow to general queues. Tailor your workflow to client value.
🔄
Keep CRM pipelines updated as bookings change
When an appointment is rescheduled or modified in SimplyBook.me, update the corresponding deal stage or activity in Bigin by Zoho CRM automatically. Your records stay current without manual updates.
🔍
Prevent duplicate records with smart lookups
Search existing database entries before creating new records in Bigin by Zoho CRM. If a client already exists from a previous SimplyBook.me booking, the workflow updates the existing contact instead.
💳
Handle payment and cancellation status changes
When a SimplyBook.me invoice is paid or a booking is canceled, automatically update deal stages and task statuses in Bigin by Zoho CRM. Revenue tracking responds to real-world client actions.
🌐
Extend your workflow to messaging channels
Trigger automated notifications in Slack or team communication tools whenever SimplyBook.me and Bigin by Zoho CRM complete a core synchronisation step. Keep extended teams in the loop.
And much more...

Who is Bigin by Zoho CRM + SimplyBook.me integration for?

Sales managers, appointment setters, and client success teams eliminate manual data entry and keep scheduling pipelines synchronised.

Revenue operations managers
Revenue operations managers
Appointment setters
Appointment setters
Client success leads
Client success leads
Sales development representatives
Sales development representatives
Account executives
Account executives
Operations directors
Operations directors
📈
Revenue operations managers
You rely on Bigin by Zoho CRM pipeline reports to forecast monthly revenue, but booking data from SimplyBook.me sits in a separate tool until someone manually exports it, so your conversion metrics are always out of date — this integration means every new booking updates your pipeline instantly and your dashboard stays accurate.
Appointment setters
You need to qualify leads the moment they book a call in SimplyBook.me, but finding out hours later means prospects go cold before outreach begins — automating both apps means contact records are created in Bigin by Zoho CRM the second a booking lands, allowing your team to respond immediately.
🤝
Client success leads
You answer to executive leadership who want real-time visibility into client onboarding progress, but manual handoffs between booking schedules and CRM stages create blind spots — connecting these apps means every appointment change is reflected in your pipeline without manual status updates.
📊
Sales development representatives
The volume of daily bookings coming through SimplyBook.me is too high for anyone to keep up with by hand, leading to missed follow-ups and unassigned deals — with this integration, every client interaction is logged in Bigin by Zoho CRM automatically so no prospect is ever overlooked.
🔄
Account executives
You own the sales demo stage and depend on upstream booking data to prepare for client meetings, but incomplete records leave you guessing about prospect needs — automating both apps means detailed contact information flows straight from SimplyBook.me into Bigin by Zoho CRM before you join the call.
📋
Operations directors
You need a reliable audit history of every client booking and deal stage for compliance reporting, but manual data entry keeps leaving frustrating gaps in your database — integrating these apps means every transaction and appointment is recorded accurately in Bigin by Zoho CRM without missing a single entry.
Our team

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Why choose Integrately to automate Bigin by Zoho CRM + SimplyBook.me

Build and manage your Bigin by Zoho CRM + SimplyBook.me automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Bigin by Zoho CRM + SimplyBook.me with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

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Frequently Asked Questions

How do I connect Bigin by Zoho CRM to SimplyBook.me?
Frequently Asked Questions
You can connect Bigin by Zoho CRM to SimplyBook.me in 1-click using Integrately. Choose from 20 million+ ready templates or ask Integrately AI to build your custom workflow instantly.
Can I automatically create a contact in Bigin by Zoho CRM when a new booking is created in SimplyBook.me?
Frequently Asked Questions
Can I connect Bigin by Zoho CRM, SimplyBook.me, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Bigin by Zoho CRM and SimplyBook.me?
Frequently Asked Questions
How does Bigin by Zoho CRM handle contact data during synchronisation?
Frequently Asked Questions
How are SimplyBook.me bookings managed within the integration?
Frequently Asked Questions
Do I need coding skills to automate Bigin by Zoho CRM and SimplyBook.me?
Frequently Asked Questions
Is the Bigin by Zoho CRM and SimplyBook.me integration free?
Frequently Asked Questions
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You Can Also Connect Bigin by Zoho CRM or SimplyBook.me With 1500+ Other Apps

Bigin by Zoho CRM
Popular Bigin by Zoho CRM Integrations
Connect Bigin by Zoho CRM to CRMs, email marketing tools, and sales engagement platforms to manage and follow up on your pipeline.
SimplyBook.me
Popular SimplyBook.me Integrations
Sync SimplyBook.me with invoicing, customer support, scheduling, and analytics tools to keep appointment data working across your stack.