When Booking is created in SimplyBook.me > Check any condition > Create contact in Vtiger CRM
SimplyBook.me + Vtiger CRM Integration
SimplyBook.me + Vtiger CRM Integration
Integrate SimplyBook.me to Vtiger CRM in one click, or tell Integrately AI how you want each booking handled. Create contacts, schedule follow-ups, update accounts, and sync invoices automatically.
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
Lead is created or updated in Vtiger CRM- Contact is created/updated in Vtiger CRM
- To Do is created/updated in Vtiger CRM
- Account is created/updated in Vtiger CRM
- Ticket is created/updated in Vtiger CRM
- Opportunity is created/updated in Vtiger CRM
- Case is created/updated in Vtiger CRM
- Service is created/updated in Vtiger CRM
- Event is created/updated in Vtiger CRM
- Product is created/updated in Vtiger CRM
- Invoice is created/updated in Vtiger CRM
- Quote is created/updated in Vtiger CRM
- Sales Order is created/updated in Vtiger CRM
- PurchaseOrder is created/updated in Vtiger CRM
2.
- Create client in SimplyBook.me
- Get clients custom fields values in SimplyBook.me
- Get booking by ID in SimplyBook.me
- Update contact in Vtiger CRM
- Search opportunity in Vtiger CRM
- Update account in Vtiger CRM
- Search account in Vtiger CRM
- Update opportunity in Vtiger CRM
- Create contact in Vtiger CRM
- Search contact by phone in Vtiger CRM
- Create todo in Vtiger CRM
- Create account in Vtiger CRM
- Create product in Vtiger CRM
- Create opportunity in Vtiger CRM
- Search contact by email in Vtiger CRM
- Create case in Vtiger CRM
- Create service in Vtiger CRM
- Create module record in Vtiger CRM
- Create event in Vtiger CRM
- Create ticket in Vtiger CRM
Trusted by experts at...
Ready Workflows for SimplyBook.me + Vtiger CRM Integration
Create contacts from bookings, log invoices, update accounts, and schedule follow-ups, all in just one click.
Most popular automations
Create Vtiger CRM to do for new SimplyBook.me event
Creating to do in Vtiger CRM is a great way to keep track of to do 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 to do will be automatically created in Vtiger CRM and will include the details of the event (name, email address, etc.).
This makes it easy to keep track of any to do that need to be completed related to the new event. You can then simply assign the to do to someone on your team and they can get started!
See moreWith the help of this integration, when an event is created, a to do will be automatically created in Vtiger CRM and will include the details of the event (name, email address, etc.).
This makes it easy to keep track of any to do that need to be completed related to the new event. You can then simply assign the to do to someone on your team and they can get started!
Create todo in Vtiger CRM for Booking is canceled in SimplyBook.me
SimplyBook.me + Vtiger CRM 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 SimplyBook.me + Vtiger CRM flow
Keep marketing lists updated, alert your team on messaging apps, and log financial details after every booking. Pick a combination and activate it in one click.
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Google Calendar (3)
Google Calendar (3) +
Mailchimp (3)
Mailchimp (3) +
Stripe (3)
Stripe (3) +
Slack (3)
Slack (3) +
Zoom (3)
Zoom (3) +
Google Sheets (3)
Google Sheets (3) S
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When a booking is created in SimplyBook.me, create a contact in Vtiger CRM and add an event in Google Calendar.
New SimplyBook.me bookings instantly create a Vtiger CRM contact and schedule a corresponding event in Google Calendar, eliminating manual entry.
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When an invoice is created in SimplyBook.me, update the Vtiger CRM account and update the event in Google Calendar.
Keep financial records aligned and calendar schedules accurate whenever a SimplyBook.me invoice is generated.
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When a client is created in SimplyBook.me, create a Vtiger CRM contact and add a follow-up reminder in Google Calendar.
Every new SimplyBook.me client populates Vtiger CRM while setting an automatic follow-up reminder in Google Calendar.
Supported triggers and actions for SimplyBook.me and Vtiger CRM
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 → Vtiger CRM Triggers & Actions
Lead is created or updated in Vtiger CRM
Triggers the automation when a new lead is created or an existing lead is updated
Try it → Contact is created/updated in Vtiger CRM
Triggers the automation when a contact is created or updated
Try it → To Do is created/updated in Vtiger CRM
Triggers the automation when a To Do is created or updated
Try it → Account is created/updated in Vtiger CRM
Triggers the automation when an account is created or updated
Try it → Ticket is created/updated in Vtiger CRM
Triggers the automation when a ticket is created or modified
Try it → Opportunity is created/updated in Vtiger CRM
Triggers the automation when any opportunity is created or updated
Try it → Case is created/updated in Vtiger CRM
Triggers the automation when any account is created or updated
Try it → Service is created/updated in Vtiger CRM
Triggers the automation when a service is created or updated
Try it → Event is created/updated in Vtiger CRM
Triggers the automation when any event is created or updated
Try it → Product is created/updated in Vtiger CRM
Triggers the automation when a product is created or updated
Try it → Invoice is created/updated in Vtiger CRM
Triggers the automation when any invoice is added or modified
Try it → Quote is created/updated in Vtiger CRM
Triggers the automation when a quote is created or updated
Try it → Sales Order is created/updated in Vtiger CRM
Triggers the automation when a new sales order is created or updated
Try it → PurchaseOrder is created/updated in Vtiger CRM
Triggers the automation when a purchase order is created or updated
Try it → What can you automate with SimplyBook.me + Vtiger CRM?
Streamline your scheduling and CRM workflows by automating client data syncs, booking updates, and multi-step follow-ups across your entire stack.
📅
Create CRM contacts from new bookings
Automatically generate a new contact in Vtiger CRM the moment a booking is created in SimplyBook.me. Eliminate manual data entry and ensure every client is logged instantly.
📋
Capture every submitted client field
Map custom booking fields and client details from SimplyBook.me directly into corresponding Vtiger CRM contact and account records without missing information.
🔔
Alert your team instantly on messaging apps
Notify your sales or support team in Slack or email the moment a high-value client books an appointment, ensuring rapid internal communication.
🔀
Route records based on appointment type
Perform different CRM actions depending on the specific service or tier selected during the SimplyBook.me booking process.
🔄
Keep CRM records updated as schedules change
Automatically update Vtiger CRM opportunities, accounts, and contact statuses whenever a SimplyBook.me booking is modified or rescheduled.
🔍
Search and update instead of creating duplicates
Check if a contact or account already exists in Vtiger CRM before creating a new record, keeping your database clean and organized.
💳
Handle invoices and payment updates
Sync SimplyBook.me invoices and payment statuses directly into Vtiger CRM modules to maintain accurate financial records.
📈
Extend workflows to marketing and spreadsheets
Connect your core scheduling and CRM data to Google Sheets, Mailchimp, or Stripe for comprehensive reporting and campaign management.
And much more...
Who is SimplyBook.me + Vtiger CRM integration for?
This integration helps appointment-driven teams, sales reps, and customer success managers eliminate manual data entry and keep their client schedules and CRM records perfectly aligned.
Sales operations managers
Appointment coordinators
Account executives
Customer support leads
Sales development reps
Practice managers
📈
Sales operations managers
You're tracking booking volume and revenue across platforms, but your reporting sheets only update when someone manually exports client records, so the metrics you review are always outdated — connecting these apps means every new booking lands in your CRM instantly and your performance data stays current.
⚡
Appointment coordinators
You need to confirm schedules and reach out to leads immediately, but you find out about new bookings hours after they occur because scheduling data sits in a separate tool — automating both apps means every client appointment triggers instant CRM updates so you can act without delay.
📊
Account executives
You answer to clients who expect their bookings and account histories to be logged accurately in your CRM, but manual copy-pasting leaves gaps in their profiles — integrating these apps means client profiles update automatically every time a session is booked or canceled.
📦
Customer support leads
The volume of client bookings and support inquiries is too high for your team to keep up with by hand, leading to missed client notes and unassigned tickets — with this integration, customer interactions and bookings flow seamlessly into your CRM without manual intervention.
🔄
Sales development reps
You own the outreach step and depend on booking submissions to trigger your follow-up sequence, but manual handoffs cause frustrating delays in reaching prospects — automating both apps means new leads are created in your CRM the second a booking is confirmed.
🗂️
Practice managers
You need a reliable history of client appointments and invoices, but you keep finding missing entries and mismatched records between your scheduler and CRM — this integration means every invoice and booking is logged accurately and permanently in your system of record.
Did you know?
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Why choose Integrately to automate SimplyBook.me + Vtiger CRM
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1,500+ apps connected
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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.
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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.
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Frequently Asked Questions
How do I connect SimplyBook.me to Vtiger CRM?
You can connect SimplyBook.me to Vtiger CRM in 1-click using ready workflows on Integrately. Use 1-click setup or ask Integrately AI to build the automation and map the fields.
Can I automatically create Vtiger CRM contacts from SimplyBook.me bookings?
Can I connect SimplyBook.me, Vtiger CRM, and Google Calendar?
What is a good Zapier alternative for SimplyBook.me and Vtiger CRM?
How does SimplyBook.me data sync with Vtiger CRM?
Can I update Vtiger CRM records when a SimplyBook.me booking is canceled?
Do I need coding skills to automate SimplyBook.me and Vtiger CRM?
Is the SimplyBook.me and Vtiger CRM integration free?
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