SimplyBook.me + Salesmate Integration

Integrate Salesmate to SimplyBook.me in one click, or tell Integrately AI how you want each booking handled. Sync client details from bookings, create sales contacts, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • SimplyBook.me
    Booking is canceled in SimplyBook.me
  • SimplyBook.me
    Booking is created in SimplyBook.me
  • SimplyBook.me
    Client is created in SimplyBook.me
  • SimplyBook.me
    Invoice is created in SimplyBook.me
  • Salesmate
    Contact is created in Salesmate
  • Salesmate
    Contact is updated in Salesmate Instant
  • Salesmate
    Deal is created in Salesmate
  • Salesmate
    Deal is updated in Salesmate Instant
  • Salesmate
    Company is created in Salesmate
  • Salesmate
    Company is updated in Salesmate Instant
  • Salesmate
    Activity is updated in Salesmate Instant
  • Salesmate
    Activity is created in Salesmate
Arrow Right
2.
  • 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
  • Salesmate
    Create contact in Salesmate
  • Salesmate
    Search contact in Salesmate
  • Salesmate
    Update contact in Salesmate
  • Salesmate
    Get contact by id in Salesmate
  • Salesmate
    Create deal in Salesmate
  • Salesmate
    Update deal in Salesmate
  • Salesmate
    Search deal in Salesmate
  • Salesmate
    Create activity in Salesmate
  • Salesmate
    Update activity in Salesmate
  • Salesmate
    Search activity in Salesmate
  • Salesmate
    Create company in Salesmate
  • Salesmate
    Update company in Salesmate
  • Salesmate
    Search company in Salesmate
  • Salesmate
    Create note in Salesmate

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Ready Workflows Ready Workflows for Salesmate + SimplyBook.me Integration

Capture bookings, create contacts, sync client details, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
SimplyBook.me + Salesmate Integration

Create Salesmate 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 Salesmate.

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 Salesmate.

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.
See more
  • 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 Salesmate + SimplyBook.me flow

Send booking notifications, sync payment records, and trigger team alerts as soon as your core records update. Pick a combination and activate it in one click.

SimplyBook.me
Salesmate
+
Google CalendarGoogle Calendar (4)
+
ZoomZoom (4)
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
S
G
S
When a new booking is created in SimplyBook.me, create an event in Google Calendar and add a contact in Salesmate
New SimplyBook.me bookings instantly appear on your Google Calendar while creating a corresponding contact in Salesmate.
S
S
G
When a contact is created in Salesmate, get the booking details from SimplyBook.me and schedule a Google Calendar event
Salesmate contacts with linked SimplyBook.me bookings automatically generate scheduled events in Google Calendar.
S
G
S
When a SimplyBook.me booking is canceled, update the Google Calendar event and update the contact in Salesmate
Canceled SimplyBook.me bookings automatically update your Google Calendar schedule and reflect the status change in Salesmate.
S
S
G
When a Salesmate deal is updated, check the SimplyBook.me booking and schedule a Google Calendar follow-up
Updated Salesmate deals verify client booking details in SimplyBook.me and schedule follow-up meetings in Google Calendar.

Supported triggers and actions for SimplyBook.me and Salesmate

Mix and match to build the exact automation you need

SimplyBook.me
SimplyBook.me Triggers & Actions
Booking is canceled in SimplyBook.me
Triggers the automation when a booking is canceled
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Booking is created in SimplyBook.me
Triggers the automation when a new booking is created
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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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Salesmate
Salesmate Triggers & Actions
Contact is created in Salesmate
Triggers the automation when a new contact is created
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Instant
Contact is updated in Salesmate
Triggers the automation when a contact is updated
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Deal is created in Salesmate
Triggers the automation when a deal is created
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Instant
Deal is updated in Salesmate
Triggers the automation when a deal is updated
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Company is created in Salesmate
Triggers the automation when a new company is created
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Instant
Company is updated in Salesmate
Triggers the automation when a company is updated
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Instant
Activity is updated in Salesmate
Triggers the automation when an activity is updated
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Activity is created in Salesmate
Triggers the automation when a new activity is created
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Create contact in Salesmate
Adds a new contact to the database
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Search contact in Salesmate
Finds and retrieves contact information
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Update contact in Salesmate
Updates contact information with new details
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Get contact by id in Salesmate
Retrieves a contact's information based on their id
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Create deal in Salesmate
Generates a new deal with
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Update deal in Salesmate
Updates deal information based on new criteria or changes
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Search deal in Salesmate
Retrieves and find a deal
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Create activity in Salesmate
Generates a new activity or task
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Update activity in Salesmate
Updates the activity with the latest information
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Search activity in Salesmate
Retrieves search results based on particular criteria
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Create company in Salesmate
Generates a new company profile with given details
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Update company in Salesmate
Updates company information
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Search company in Salesmate
Finds information about a company
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Create note in Salesmate
Creates a new note in the particular format
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What can you automate with Salesmate + SimplyBook.me?

Connect your scheduling and CRM platforms to sync bookings, create contacts, and manage pipeline updates automatically.

What you can automate?
🔄
Sync new bookings into sales contacts
Every time a client schedules an appointment, automatically create a corresponding contact in your sales pipeline. Eliminate manual data entry and ensure every booking is tracked immediately.
📝
Capture custom booking fields and notes
Map all client custom fields and appointment answers directly into your CRM records. Ensure your sales team has complete context before every client interaction.
🔔
Alert your team instantly on updates
Send instant notifications to your team channels whenever a new booking is created or canceled. Keep everyone informed and ready to act without checking multiple dashboards.
🔀
Route records based on submitted data
Direct bookings to different sales pipelines or assign specific tags based on the services selected by your clients. Customize your workflow routing dynamically.
🔄
Keep records updated across both apps
Automatically update contact details and pipeline stages when client information changes in either platform. Maintain pristine data hygiene with zero manual effort.
🛡️
Prevent duplicate records automatically
Search existing database records before creating new entries to avoid duplicate contacts or deals. Keep your CRM clean and organized effortlessly.
Handle appointment cancellations smoothly
Update contact statuses and trigger follow-up actions immediately when a client cancels a booking. Keep your pipeline accurate and reflect real-time availability.
🌐
Extend your workflow to external tools
Connect your core scheduling and CRM data to messaging, spreadsheets, or payment gateways for multi-step automation. Build complete operational pipelines.
And much more...

Who is Salesmate + SimplyBook.me integration for?

Operations professionals, sales managers, and appointment coordinators eliminate manual data entry and keep client pipelines fully synchronized.

Sales operations managers
Sales operations managers
Appointment coordinators
Appointment coordinators
Client success executives
Client success executives
High-volume booking managers
High-volume booking managers
Account executives
Account executives
Operations specialists
Operations specialists
📈
Sales operations managers
You rely on accurate booking metrics to forecast pipeline growth, but manual appointment entry leaves your CRM records incomplete and your conversion reports outdated — with this integration, every new booking creates a contact instantly and your pipeline numbers stay current.
Appointment coordinators
You manage back-to-back client schedules while trying to log every detail in your CRM, but manual handoffs cause delayed follow-ups and missed prospect details — with this integration, client bookings flow straight into your sales pipeline without manual intervention.
🤝
Client success executives
You need a complete history of customer appointments before every consultation call, but scattered records force you to switch between apps during client meetings — with this integration, all booking history and contact details are unified in one place.
📊
High-volume booking managers
You process hundreds of client bookings every week and your team cannot keep up with manual data entry, leading to lost contacts and unrecorded revenue — with this integration, high booking volumes sync automatically across your entire tech stack.
🎯
Account executives
You depend on timely lead handoffs from initial bookings to close deals quickly, but slow manual updates leave prospects waiting hours for outreach — with this integration, new bookings trigger immediate contact creation and fast sales follow-up.
📋
Operations specialists
You audit customer records and pipeline activity daily, but missing appointment data creates frustrating gaps in your compliance and activity history — with this integration, every booking and contact update is logged reliably with zero gaps.
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 SimplyBook.me + Salesmate

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

1,500+ apps connected
1,500+ apps connected
Connect SimplyBook.me + Salesmate 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
Select Automation
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 Salesmate to SimplyBook.me?
Frequently Asked Questions
You can connect Salesmate to SimplyBook.me in one click using pre-built templates or ask Integrately AI to build the automation. It takes seconds to link your accounts along with apps like Google Calendar, Slack, and Google Sheets.
Can I automatically create a Salesmate contact when a new SimplyBook.me booking is created?
Frequently Asked Questions
Can I connect Salesmate, SimplyBook.me, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Salesmate and SimplyBook.me?
Frequently Asked Questions
How does Salesmate handle contact and deal updates in this integration?
Frequently Asked Questions
How are SimplyBook.me bookings and custom fields managed?
Frequently Asked Questions
Do I need coding skills to automate Salesmate and SimplyBook.me?
Frequently Asked Questions
Is the Salesmate and SimplyBook.me integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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

Salesmate
Popular Salesmate Integrations
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SimplyBook.me
Popular SimplyBook.me Integrations
Sync SimplyBook.me with accounting, invoicing, and reporting tools to keep client appointments and revenue data working across your stack.