Campaign Monitor + Simpro Integration

Integrate Campaign Monitor to Simpro in one click, or tell Integrately AI how you want each contact handled. Capture new subscribers, create contacts or leads, update customer lists, and keep your field service records current automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Campaign Monitor
    Subscriber is added to list in Campaign Monitor
  • Campaign Monitor
    Subscriber is removed from list in Campaign Monitor
  • Campaign Monitor
    Email is clicked in Campaign Monitor
  • Campaign Monitor
    Email is openned in Campaign Monitor
  • Campaign Monitor
    Campaign is emailed to someone bounce in Campaign Monitor
  • Simpro
    Recurring invoice is updated in Simpro Instant
  • Simpro
    Contact is created in Simpro Instant
  • Simpro
    Invoice is created in Simpro Instant
  • Simpro
    Invoice is updated in Simpro Instant
  • Simpro
    Recurring invoice is created in Simpro Instant
  • Simpro
    Job is created in Simpro Instant
  • Simpro
    Company customer created in Simpro Instant
  • Simpro
    Job is updated in Simpro Instant
  • Simpro
    Company customer updated in Simpro Instant
  • Simpro
    Site is created in Simpro Instant
  • Simpro
    Site is updated in Simpro Instant
  • Simpro
    Individual customer created in Simpro Instant
  • Simpro
    Individual customer updated in Simpro Instant
  • Simpro
    Quote is created in Simpro Instant
  • Simpro
    Quote is updated in Simpro Instant
Arrow Right
2.
  • Campaign Monitor
    Add Subscriber in Campaign Monitor
  • Campaign Monitor
    Update subscriber in Campaign Monitor
  • Campaign Monitor
    Search Subscriber in Campaign Monitor
  • Campaign Monitor
    Unsubscribe subscriber in Campaign Monitor
  • Campaign Monitor
    Send Smart Transactional Email in Campaign Monitor
  • Simpro
    Get contact by ID in Simpro
  • Simpro
    Create lead in Simpro
  • Simpro
    Update contact in Simpro
  • Simpro
    Update lead in Simpro
  • Simpro
    Create individual customer in Simpro
  • Simpro
    Search individual customer in Simpro
  • Simpro
    Search company customer in Simpro
  • Simpro
    Create contact in Simpro
  • Simpro
    Create company customer in Simpro
  • Simpro
    Create service job in Simpro
  • Simpro
    Search job in Simpro
  • Simpro
    Create site in Simpro
  • Simpro
    Search contact in Simpro
  • Simpro
    Search site in Simpro
  • Simpro
    Create service quote in Simpro
  • Simpro
    Search quote in Simpro
  • Simpro
    Create activity schedule block in Simpro

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Ready Workflows Ready Workflows for Campaign Monitor + Simpro Integration

Add subscribers, create contacts, update customer details, notify your team, and track your jobs, all in just one click.

Most popular automationsmost-popular-automations
Simpro + Campaign Monitor Integration

Create Campaign Monitor contact for new simPRO individual customer

If you're using simPRO to manage your sales leads, it's important to also use Campaign Monitor to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new individual customer is created in simPRO, a corresponding contact will automatically be created in Campaign Monitor.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Campaign Monitor + Simpro flow

Sync financial data, schedule follow-ups, and notify your team instantly once your core automation completes. Pick a combination and activate it in one click.

Campaign Monitor
Simpro
+
XeroXero (3)
+
Google CalendarGoogle Calendar (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
StripeStripe (3)
+
GmailGmail (3)
+
SlackSlack (3)
C
S
X
When a subscriber is added to list in Campaign Monitor, create a contact in Simpro, and create a contact in Xero.
New Campaign Monitor subscribers immediately generate a contact in Simpro and a matching contact in Xero without manual data entry.
S
C
X
When a job is created in Simpro, update the subscriber in Campaign Monitor, and create an invoice in Xero.
Simpro jobs update subscriber details in Campaign Monitor and generate corresponding invoices in Xero instantly.
S
C
X
When an invoice is created in Simpro, send a smart transactional email in Campaign Monitor, and create a bill in Xero.
Simpro invoices trigger smart transactional emails in Campaign Monitor and record bills in Xero automatically.

Supported triggers and actions for Campaign Monitor and Simpro

Mix and match to build the exact automation you need

Campaign Monitor
Campaign Monitor Triggers & Actions
Subscriber is added to list in Campaign Monitor
Triggers the automation when a subscriber is added to a list
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Subscriber is removed from list in Campaign Monitor
Triggers the automation when a subscriber is removed from a list
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Email is clicked in Campaign Monitor
Triggers the automation when an email link is clicked by the recipient
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Email is openned in Campaign Monitor
Triggers the automation when an email is opened
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Campaign is emailed to someone bounce in Campaign Monitor
Triggers the automation when a campaign email is bounced
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Add Subscriber in Campaign Monitor
Adds a new contact to your subscriber list
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Update subscriber in Campaign Monitor
Updates subscriber information
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Search Subscriber in Campaign Monitor
Looks up and retrieves subscriber information
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Unsubscribe subscriber in Campaign Monitor
Removes a subscriber from the mailing list
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Send Smart Transactional Email in Campaign Monitor
Sends a smart transactional email
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Simpro
Simpro Triggers & Actions
Instant
Recurring invoice is updated in Simpro
Triggers the automation when a existing recurring invoice is updated.
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Instant
Contact is created in Simpro
Triggers the automation when a new contact is created.
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Instant
Invoice is created in Simpro
Triggers the automation when a new invoice is created
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Instant
Invoice is updated in Simpro
Triggers the automation when existing invoice is updated.
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Instant
Recurring invoice is created in Simpro
Triggers the automation when a new recurring invoice is created
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Instant
Job is created in Simpro
Triggers the automation when a new job is created
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Instant
Company customer created in Simpro
Triggers the automation when a new customer is created within the company's database
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Instant
Job is updated in Simpro
Triggers the automation when a job is updated
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Instant
Company customer updated in Simpro
Triggers the automation when a company's customer information is updated
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Instant
Site is created in Simpro
Triggers the automation when a new site is created
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Instant
Site is updated in Simpro
Triggers the automation when a site is updated
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Instant
Individual customer created in Simpro
Triggers the automation when a new individual customer is added
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Instant
Individual customer updated in Simpro
Triggers the automation when a customer's information is updated
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Instant
Quote is created in Simpro
Triggers the automation when a new quote is created
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Instant
Quote is updated in Simpro
Triggers the automation when any quote is updated
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Get contact by ID in Simpro
Retrieve contact information by unique identifier
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Create lead in Simpro
Adds a new lead to the database
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Update contact in Simpro
Updates specified contact to the database
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Update lead in Simpro
Updates specified lead to the database
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Create individual customer in Simpro
Creates a new individual customer record
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Search individual customer in Simpro
Searches for an individual customer
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Search company customer in Simpro
Searches for a company customer
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Create contact in Simpro
Adds a new contact to the database
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Create company customer in Simpro
Creates a new company customer record
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Create service job in Simpro
Generates a new service job
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Search job in Simpro
Searches for a job
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Create site in Simpro
Generates a new site entry
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Search contact in Simpro
Finds and retrieves contact information
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Search site in Simpro
Searches for a site
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Create service quote in Simpro
Generates a new service quote
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Search quote in Simpro
Searches for a quote
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Create activity schedule block in Simpro
Creates a new activity schedule block
Try it →

What can you automate with Campaign Monitor + Simpro?

Streamline your email marketing and field service operations by connecting subscriber events directly to job management workflows.

What you can automate?
🔄
Sync new subscribers to field service contacts
Automatically create a contact or customer in Simpro the moment a new subscriber is added to list in Campaign Monitor. Eliminate manual data entry between your email marketing and field service platforms.
📋
Capture every submitted contact detail
Map subscriber names, email addresses, and list data directly into your Simpro customer records. Ensure your field team has complete contact histories from day one.
🔔
Notify your team instantly on key events
Trigger team alerts in Slack or Gmail whenever a new job is created in Simpro or a subscriber engages with your Campaign Monitor email campaigns.
🔀
Route workflows based on submitted fields
Send different transactional emails or create specific job types in Simpro depending on the subscriber list or campaign interaction in Campaign Monitor.
🔄
Keep customer records updated automatically
Reflect subscriber status updates, email clicks, and list removals across your Simpro customer databases in real time without manual intervention.
🔍
Search and update instead of creating duplicates
Check if a contact already exists in Simpro before adding new subscriber data, ensuring your database remains clean and free of duplicate entries.
Handle later status changes and invoices
Trigger smart transactional emails in Campaign Monitor automatically whenever an invoice, quote, or recurring invoice is created or updated in Simpro.
🔌
Extend your workflow to accounting and tools
Connect your core Campaign Monitor and Simpro setup with apps like Xero, QuickBooks Online, or Gmail to build powerful multi-step operational pipelines.
And much more...

Who is Campaign Monitor + Simpro integration for?

Operations managers, marketing directors, and field service coordinators eliminate manual data entry and keep subscriber lists and job management records perfectly synchronised.

Marketing directors
Marketing directors
Field service coordinators
Field service coordinators
Account managers
Account managers
Operations leads
Operations leads
Service dispatchers
Service dispatchers
Finance supervisors
Finance supervisors
📈
Marketing directors
You're running email campaigns in Campaign Monitor but your field service records in Simpro only update when someone manually exports lists, so the subscriber metrics you're reporting on are always a few hours behind — this integration means every new subscriber lands in Simpro instantly and your customer data stays current.
Field service coordinators
You need to dispatch field technicians as soon as new client enquiries arrive, but customer details get trapped in email marketing tools and your team finds out too late — automating both apps means every contact is created in Simpro the moment they subscribe so scheduling happens without delay.
🤝
Account managers
You answer to clients who expect prompt communication after quotes and invoices are generated, but manual handoffs between systems cause frustrating delays — with this integration, transaction updates flow seamlessly between your email platform and job management software.
📊
Operations leads
The volume of new subscriber sign-ups and job requests is too high for anyone to keep up by hand, leading to missed customer profiles and scattered records — connecting these apps means your database scales effortlessly without adding administrative overhead.
🔧
Service dispatchers
You own the job scheduling step and depend on marketing campaigns to hand over clean contact details, but mismatched records stall your workflow — automating both apps means every subscriber detail populates your Simpro contacts accurately.
📁
Finance supervisors
You need a reliable history of customer invoices and subscriber statuses, but keep finding gaps where manual data entry was missed — this integration means every billing event updates your records reliably and maintains a complete audit trail.
Our team

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Why choose Integrately to automate Campaign Monitor + Simpro

Build and manage your Campaign Monitor + Simpro automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Campaign Monitor + Simpro with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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?

1
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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Campaign Monitor to Simpro?
Frequently Asked Questions
You can connect Campaign Monitor to Simpro in just 1 click using ready workflows on Integrately, or use Integrately AI to build custom pipelines with tools like Xero, Google Calendar, and Slack.
Can I automatically create Simpro contacts when new subscribers join Campaign Monitor?
Frequently Asked Questions
Can I connect Campaign Monitor, Simpro, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Campaign Monitor and Simpro?
Frequently Asked Questions
How does Campaign Monitor handle subscriber data in this integration?
Frequently Asked Questions
Can Simpro trigger email campaigns in Campaign Monitor?
Frequently Asked Questions
Do I need coding skills to automate Campaign Monitor and Simpro?
Frequently Asked Questions
Is the Campaign Monitor and Simpro integration free?
Frequently Asked Questions
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You Can Also Connect Campaign Monitor or Simpro With 1500+ Other Apps

Campaign Monitor
Popular Campaign Monitor Integrations
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Simpro
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