Engage AI + SimplyBook.me Integration

Integrate Engage AI to SimplyBook.me in one click, or tell Integrately AI how you want each lead handled. Capture new leads, create client profiles, schedule appointments, and sync details automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Engage AI
    Lead is added in Engage AI
  • 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.
  • Engage AI
    Add lead to monitor in Engage AI
  • 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

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready WorkflowsReady Workflows Β  for Engage AI + SimplyBook.me Integration

Capture new leads, create clients, update appointment bookings, and track invoices, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Engage AI + SimplyBook.me flow

Connect supporting tools to notify your team, update CRM records, and track payments once your client bookings are confirmed. Pick a combination and activate it in one click.

Engage AI
SimplyBook.me
+
LinkedInLinkedIn (4)
+
HubSpotHubSpot (4)
+
Google CalendarGoogle Calendar (4)
+
SlackSlack (4)
+
StripeStripe (4)
+
GmailGmail (4)
E
S
L
Add every new Engage AI lead as a SimplyBook.me client, and send an introductory message on LinkedIn.
New Engage AI leads are added to SimplyBook.me as clients instantly while LinkedIn sends out a direct outreach message.
S
L
E
When a SimplyBook.me booking is created, get the booking details and share an update on LinkedIn.
SimplyBook.me appointment bookings trigger a lookup by ID and automatically post a milestone update on LinkedIn.
S
L
E
When a SimplyBook.me client is created, retrieve custom fields and send a welcome note on LinkedIn.
SimplyBook.me client creations trigger custom field retrieval and dispatch a welcome message on LinkedIn.
S
L
E
When a SimplyBook.me booking is canceled, get the booking record and notify the account manager on LinkedIn.
SimplyBook.me cancellations trigger a booking lookup and alert the assigned manager directly on LinkedIn.

Supported triggers and actions for Engage AI and SimplyBook.me

Mix and match to build the exact automation you need

Engage AI
Engage AI Triggers & Actions
Lead is added in Engage AI
Triggers the automation when a new lead is added
Try it β†’
Add lead to monitor in Engage AI
Assigns leads to monitor for tracking and management
Try it β†’
SimplyBook.me
SimplyBook.me Triggers & Actions
Booking is created in SimplyBook.me
Triggers the automation when a new booking is created
Try it β†’
Booking is canceled in SimplyBook.me
Triggers the automation when a booking is canceled
Try it β†’
Client is created in SimplyBook.me
Triggers the automation when a new client is created
Try it β†’
Invoice is created in SimplyBook.me
Triggers the automation when any invoice is added or modified
Try it β†’
Create client in SimplyBook.me
Generates a new client profile
Try it β†’
Get clients custom fields values in SimplyBook.me
Retrieves the custom field values associated with clients
Try it β†’
Get booking by ID in SimplyBook.me
Retrieves booking details
Try it β†’

What can you automate with Engage AI + SimplyBook.me?

Streamline lead capture, client creation, appointment bookings, and invoice management across your workflow.

What you can automate?
⚑
Create SimplyBook.me clients from Engage AI leads
Automatically generate a new SimplyBook.me client profile the moment a new lead is added in Engage AI. Eliminate manual copying and keep your scheduling database up to date.
πŸ“‹
Capture every submitted field and custom value
Map available custom field values and client details from SimplyBook.me into your workflows. Ensure your records contain complete information for every appointment.
πŸ””
Notify your team instantly on appointment creation
Send immediate alerts to your staff whenever a new booking or invoice is created in SimplyBook.me. Keep your entire team informed of scheduling updates in real time.
πŸ”€
Route records based on submitted criteria
Trigger different actions depending on specific booking details or client custom fields. Customize your downstream steps based on exact engagement data.
πŸ”„
Keep client and booking records fully synchronized
Automatically update client profiles and booking statuses across your connected tools as appointments change or progress.
πŸ›‘οΈ
Prevent duplicate records with smart matching
Check existing records before creating new clients or bookings in SimplyBook.me. Maintain a clean database without redundant entries.
πŸ“…
Handle appointment cancellations and status updates
Automate responses when a SimplyBook.me booking is canceled or an invoice is generated. Keep your scheduling and billing records accurate.
πŸ”—
Extend your workflow to Slack, HubSpot, and more
Connect your Engage AI and SimplyBook.me flow with Slack, Google Calendar, HubSpot, or Gmail to notify teams and log CRM activities.
And much more...

Who is Engage AI + SimplyBook.me integration for?

Sales teams, service providers, and appointment coordinators eliminate manual data entry between prospect tracking and scheduling platforms.

Performance Marketers
Performance Marketers
Sales Development Reps
Sales Development Reps
Appointment Coordinators
Appointment Coordinators
Agency Account Managers
Agency Account Managers
Operations Managers
Operations Managers
Client Success Leads
Client Success Leads
πŸ“ˆ
Performance Marketers
You're running LinkedIn engagement campaigns but your appointment metrics only update when someone manually exports leads, so the conversion counts you're reviewing are always hours behind β€” with this integration, every new lead creates a SimplyBook.me client instantly and your data stays current.
πŸ’Ό
Sales Development Reps
You're prospecting on LinkedIn all day and manually copying prospect names into SimplyBook.me to schedule calls, but contacts slip through the cracks during busy hours β€” automating both apps means every lead is captured instantly and your scheduling queue stays accurate.
πŸ“…
Appointment Coordinators
You manage client bookings in SimplyBook.me while tracking prospect interactions separately, leading to mismatched records and delayed confirmations β€” this integration means every new booking and client is logged automatically without manual re-typing.
🏒
Agency Account Managers
Your team handles high volumes of client engagement and appointment scheduling daily, making manual record keeping impossible to maintain cleanly β€” connecting these apps means client records and invoices flow smoothly without administrative bottlenecks.
πŸ—‚οΈ
Operations Managers
You depend on accurate client data handoffs between lead generation tools and SimplyBook.me to forecast scheduling capacity, but manual entry creates persistent gaps β€” with this integration, client creation and invoice generation happen seamlessly.
πŸ“‹
Client Success Leads
You need a reliable history of every client appointment and interaction, but manual logging often results in incomplete profiles and missed follow-ups β€” automating both apps means every client and booking is recorded reliably.
Our team

Ready Workflows 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 Engage AI + SimplyBook.me

Build and manage your Engage AI + 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 Engage AI + SimplyBook.me 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 β€” 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted byΒ 42,000+Β Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

β–² 2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Engage AI to SimplyBook.me?
Frequently Asked Questions
You can connect Engage AI to SimplyBook.me in one click using pre-built templates on Integrately. Select a ready workflow, connect your accounts, and let Integrately AI handle the setup process alongside tools like Slack, HubSpot, and Gmail.
Can I automatically create a SimplyBook.me client when a new lead is added in Engage AI?
Frequently Asked Questions
Can I connect Engage AI, SimplyBook.me, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Engage AI and SimplyBook.me?
Frequently Asked Questions
How does Engage AI handle lead data during integration?
Frequently Asked Questions
Can SimplyBook.me custom fields be retrieved in my workflow?
Frequently Asked Questions
Do I need coding skills to automate Engage AI and SimplyBook.me?
Frequently Asked Questions
Is the Engage AI and SimplyBook.me integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries β€” just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Engage AI or SimplyBook.me With 1500+ Other Apps

Engage AI
Popular Engage AI Integrations
Connect Engage AI to CRMs, messaging platforms, and spreadsheets to manage and follow up on your LinkedIn prospects.
See All
Engage AI Integrations arrow right
No popular apps found
SimplyBook.me
Popular SimplyBook.me Integrations
Sync SimplyBook.me with accounting, email marketing, and customer support tools to keep appointment data working across your stack.