When Booking is created in SimplyBook.me > Check any condition > Create contact in Close
SimplyBook.me + Close Integration
SimplyBook.me + Close Integration
Integrate Close to SimplyBook.me in one click, or tell Integrately AI how you want each booking handled. Capture client bookings, create leads automatically, update client details, and log tasks in your CRM.
Free forever.Use premium features free for 14 days.1.
Booking is created in SimplyBook.me- Booking is canceled in SimplyBook.me
- Client is created in SimplyBook.me
- Invoice is created in SimplyBook.me
Opportunity status change activity is updated in Close Instant- Custom activity is created or updated in Close Instant
- Lead Status change is created in Close Instant
- Export is created in Close Instant
- Membership is activated in Close Instant
- Email Sequence Subscription created or updated in Close Instant
- Lead is created using search query in Close
- Lead is created in Close Instant
- Contact is created in Close Instant
- Contact is updated in Close Instant
- Opportunity status change activity is created in Close Instant
- Opportunity is created in Close Instant
- Email is created in Close Instant
- Call record is updated in Close Instant
- Call record is created in Close Instant
- Task is created in lead in Close Instant
- SMS is created in Close Instant
- Meeting is created in Close Instant
- Note is created in Close
2.
- Create client in SimplyBook.me
- Get clients custom fields values in SimplyBook.me
- Get booking by ID in SimplyBook.me
- Search contact in Close
- Update lead in Close
- Search lead in Close
- Create lead in Close
- Update task in Close
- Create task in Close
- Search task in Close
- Search opportunity in Close
- Update opportunity in Close
- Create opportunity in Close
- Create contact in Close
- Update contact in Close
- Create note in Close
- Update note in Close
- Search note in Close
- Create email in Close
- Search user in Close
- Create SMS in Close
- Create custom activity in Close
- Run activity overview report in Close
- Delete logged call in Close
- Create export in Close
- Run sent email report in Close
- Subscribe Contact to Email Sequence in Close
- Search custom activity in Close
- Add address to lead in Close
- Delete email in Close
- Merge two leads in Close
- Create bulk email in Close
- Run opportunity report in Close
- Create smart view in Close
- Run status change report in Close
- Toggle Forwarding on Phone Number in Close
- Update custom activity in Close
- Update smart view in Close
- Update email sequence subscription in Close
- Delete email address from contact in Close
- Create bulk sequence subscription action in Close
- Search email sequence subscription in Close
- Search number of Leads in Query in Close
- Search connected account in Close
- Get activity by id in Close
- Create call in Close
- Update call in Close
- Search call in Close
Trusted by experts at...
Ready Workflows for Close + SimplyBook.me Integration
Capture new client bookings, create matching leads, update contact information, and alert your team, all in just one click.
Most popular automations
When Booking is created in SimplyBook.me > Check any condition > Create lead in Close
SimplyBook.me + Close Integration
When Booking is created in SimplyBook.me > Check any condition > Create opportunity in Close
SimplyBook.me + Close Integration
Create Close task for new SimplyBook.me event
Creating task in Close 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 Close 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!
See moreWith the help of this integration, when an event is created, a task will be automatically created in Close 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!
Create Close opportunity 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 opportunity in Close.
But manually creating a opportunity 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 opportunity creation in Close.
This makes it easy to keep track of all the interactions that person has with your company. By using opportunity, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
See moreBut manually creating a opportunity 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 opportunity creation in Close.
This makes it easy to keep track of all the interactions that person has with your company. By using opportunity, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
Create Close note for new SimplyBook.me event
SimplyBook.me + Close Integration
Create task in Close for Booking is canceled in SimplyBook.me
SimplyBook.me + Close Integration
Create note in Close for Booking is canceled in SimplyBook.me
SimplyBook.me + Close Integration
Update Close contact from new SimplyBook.me event
SimplyBook.me + Close Integration
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Close + SimplyBook.me flow
Send new booking notifications to your team, sync appointment data to spreadsheets, and update your marketing lists. Pick a combination and activate it in one click.
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Google Calendar (3)
Google Calendar (3) +
Mailchimp (3)
Mailchimp (3) +
Slack (3)
Slack (3) +
Stripe (3)
Stripe (3) +
Zoom (3)
Zoom (3) +
Google Sheets (3)
Google Sheets (3) S
G
C
Create a SimplyBook.me booking in your Google Calendar and add a matching lead in Close
SimplyBook.me bookings instantly appear in Google Calendar while creating a new lead in Close, keeping your schedule and CRM synchronized.
S
G
C
When a SimplyBook.me booking is canceled, update the Google Calendar event and update the lead status in Close
Canceled SimplyBook.me appointments update your Google Calendar and adjust the lead status in Close without manual intervention.
S
G
C
Create a Google Calendar event for every new SimplyBook.me client and log the task in Close
New SimplyBook.me clients automatically generate a Google Calendar event and a follow-up task in Close.
Supported triggers and actions for SimplyBook.me and Close
Mix and match to build the exact automation you need
SimplyBook.me Triggers & Actions
Invoice is created in SimplyBook.me
Triggers the automation when any invoice is added or modified
Try it → Close Triggers & Actions
Instant
Opportunity status change activity is updated in Close
Triggers the automation when the status of any opportunity changes
Try it → Instant
Custom activity is created or updated in Close
Triggers the automation when a custom activity is created or updated
Try it → Instant
Lead Status change is created in Close
Triggers the automation when the status of a lead changes
Try it → Instant
Membership is activated in Close
Triggers the automation when a membership is activated
Try it → Instant
Email Sequence Subscription created or updated in Close
Triggers the automation when a subscriber is added or updated
Try it → Lead is created using search query in Close
Triggers the automation when a new lead has been added based on search criteria
Try it → Instant
Opportunity status change activity is created in Close
Triggers the automation when the status of any opportunity changes
Try it → Instant
Opportunity is created in Close
Triggers the automation when any opportunity is updated
Try it → Instant
Call record is updated in Close
Triggers the automation when call details are modified
Try it → Instant
Call record is created in Close
Triggers the automation when a new call record is created
Try it → Instant
Task is created in lead in Close
Triggers the automation when a new task is created for any lead
Try it → What can you automate with Close + SimplyBook.me?
Streamline your scheduling, CRM updates, and team notifications with ready-made workflows.
🗓️
Sync every new appointment to your CRM
Turn every SimplyBook.me booking into a new lead inside Close automatically. Eliminate manual data entry and ensure every prospect is tracked from day one.
📝
Capture every submitted client field
Map custom SimplyBook.me booking questions and notes directly into Close lead fields and custom activities. Keep complete client context visible to your team.
🔔
Notify your team the moment bookings arrive
Send instant alerts to your sales channel when a client books an appointment, ensuring rapid follow-up and improved conversion rates.
🔀
Route leads based on booking criteria
Apply conditional rules to SimplyBook.me bookings so enterprise clients create priority leads in Close while standard bookings follow regular workflows.
🔄
Keep CRM pipelines updated when bookings change
Automatically update lead statuses in Close whenever a SimplyBook.me appointment is rescheduled or modified. Maintain clean pipeline data effortlessly.
🔍
Prevent duplicate records with smart matching
Search for existing contacts in Close before creating new records, ensuring repeat SimplyBook.me clients update their existing profiles cleanly.
❌
Manage cancellations and refunds seamlessly
Trigger automated status changes in Close when a SimplyBook.me booking is canceled or an invoice is refunded, keeping your active pipeline accurate.
📊
Extend your workflow to Google Sheets
Push every SimplyBook.me booking and Close lead update into Google Sheets for custom reporting and team visibility across departments.
And much more...
Who is Close + SimplyBook.me integration for?
Sales teams, business owners, and service providers who want to streamline client appointments and CRM tracking benefit by eliminating manual data entry between systems.
Performance marketers
Customer support teams
Account managers
High-volume sales reps
Operations coordinators
Finance managers
📈
Performance marketers
You're managing campaign leads and pipeline stages in Close, but appointment bookings from SimplyBook.me sit isolated in another system so your conversion metrics are always out of date — automating both apps means every booking instantly creates a lead and your reporting stays accurate.
⚡
Customer support teams
You need to answer client appointment questions in Close right away, but booking notifications arrive hours after submission so you find out too late — automating both apps means every new booking populates your CRM instantly and your support team responds faster.
📊
Account managers
You answer to external stakeholders who want to see appointment and client growth numbers, but manual reporting takes hours every week — automating both apps means every booking and client record syncs directly into your pipeline so progress is visible immediately.
🔄
High-volume sales reps
You're receiving dozens of appointment bookings every day in SimplyBook.me, but copying client details into Close by hand causes bottlenecks — automating both apps means every submission populates your CRM without manual intervention.
🎯
Operations coordinators
You own the client onboarding workflow in Close and depend on appointment schedulers to hand over bookings upstream, but missing updates stall your process — automating both apps means every new booking triggers your onboarding tasks automatically.
📋
Finance managers
You need a reliable audit history of every client invoice and booking in Close, but fragmented logs keep leaving gaps in your records — automating both apps means every financial transaction and booking creates a verified CRM entry.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate SimplyBook.me + Close
Build and manage your SimplyBook.me + Close automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect SimplyBook.me + Close with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect SimplyBook.me + Close Now 
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Frequently Asked Questions
How do I connect Close to SimplyBook.me?
You can connect Close to SimplyBook.me using 1-click automations on Integrately. Choose from ready templates or ask Integrately AI to build the integration and map the fields for your team.
Can I automatically create a lead in Close when a booking is made in SimplyBook.me?
Can I connect Close, SimplyBook.me, and Slack?
What is a good Zapier alternative for Close and SimplyBook.me?
How does Close handle lead creation during a booking?
Can I track SimplyBook.me client cancellations in Close?
Do I need coding skills to automate Close and SimplyBook.me?
Is the Close and SimplyBook.me integration free?
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