When Booking is created in SimplyBook.me > Check any condition > Convert lead in Zoho CRM
SimplyBook.me + Zoho CRM Integration
SimplyBook.me + Zoho CRM Integration
Integrate SimplyBook.me to Zoho CRM in one click, or tell Integrately AI how you want each booking handled. Capture client details, create CRM contacts, alert your team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Booking is canceled in SimplyBook.me- Booking is created in SimplyBook.me
- Client is created in SimplyBook.me
- Invoice is created in SimplyBook.me
Contact is created in Zoho CRM- Contact is updated in Zoho CRM
- Module entry is created/updated in Zoho CRM Instant
- Module entry is updated in Zoho CRM Instant
- Module entry is added in Zoho CRM Instant
- Lead is created in Zoho CRM
- Lead is updated in Zoho CRM
- User is created in Zoho CRM
2.
- Create client in SimplyBook.me
- Get clients custom fields values in SimplyBook.me
- Get booking by ID in SimplyBook.me
- Create or Update Lead in Zoho CRM
- Add attachment in Zoho CRM
- Create module entry in Zoho CRM
- Create or Update Module Entry in Zoho CRM
- Update module entry in Zoho CRM
- Search module entry in Zoho CRM
- Get module entry by Id in Zoho CRM
- Create or Update Contact in Zoho CRM
- Search contact in Zoho CRM
- Convert lead in Zoho CRM
- Search lead in Zoho CRM
- Add note to module entry in Zoho CRM
- Add tag in Zoho CRM
Trusted by experts at...
Ready Workflows for SimplyBook.me + Zoho CRM Integration
Capture client bookings, create CRM records, update contacts, alert your team, and send follow-ups, all in just one click.
Most popular automations
When Booking is canceled in SimplyBook.me > Search module entry in Zoho CRM > Check any condition > Update module entry in Zoho CRM
SimplyBook.me + Zoho CRM Integration
When Booking is canceled in SimplyBook.me > Search module entry in Zoho CRM > Check any condition > Create or Update Module Entry in Zoho CRM
SimplyBook.me + Zoho CRM Integration
When Booking is canceled in SimplyBook.me > Get module entry by Id in Zoho CRM > Check any condition > Update module entry in Zoho CRM
SimplyBook.me + Zoho CRM Integration
When Booking is canceled in SimplyBook.me > Get module entry by Id in Zoho CRM > Check any condition > Create or Update Module Entry in Zoho CRM
SimplyBook.me + Zoho CRM Integration
When Booking is created in SimplyBook.me > Convert lead in Zoho CRM > Create module entry in Zoho CRM
SimplyBook.me + Zoho 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 + Zoho CRM flow
Connect scheduling, messaging, and finance tools to your core pair to run end-to-end client operations. Pick a combination and activate it in one click.
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Google Calendar (4)
Google Calendar (4) +
WhatsApp (3)
WhatsApp (3) +
Mailchimp (3)
Mailchimp (3) +
Stripe (3)
Stripe (3) +
Google Sheets (3)
Google Sheets (3) +
Zoom (3)
Zoom (3) S
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Create a Google Calendar event from every SimplyBook.me booking, and create the contact in Zoho CRM
Every SimplyBook.me booking adds an event to Google Calendar and creates a contact in Zoho CRM instantly, keeping your schedule and CRM aligned.
S
G
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Notify your team on Google Calendar when a SimplyBook.me booking is created and update Zoho CRM
Keep your team informed by adding calendar alerts for every new SimplyBook.me booking while automatically updating Zoho CRM.
S
G
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When a SimplyBook.me booking is canceled, update Google Calendar and update Zoho CRM
Canceled SimplyBook.me bookings remove calendar slots and update Zoho CRM records automatically, keeping schedules clean.
S
C
G
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Use Claude to summarize SimplyBook.me client notes, add a calendar description, and update Zoho CRM
Use Claude to format SimplyBook.me client notes before adding them to Google Calendar and updating Zoho CRM.
Supported triggers and actions for SimplyBook.me and Zoho 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 → Zoho CRM Triggers & Actions
Instant
Module entry is created/updated in Zoho CRM
Triggers the automation when a module entry is created or updated
Try it → Instant
Module entry is updated in Zoho CRM
Triggers the automation when any module entry is modified
Try it → Instant
Module entry is added in Zoho CRM
Triggers the automation when a new entry is added to a module
Try it → What can you automate with SimplyBook.me + Zoho CRM?
Streamline your booking-to-CRM workflow by automating data transfers, updates, and notifications.
🔄
Sync new bookings straight to CRM contacts
Automatically create a contact in Zoho CRM the moment a booking is created in SimplyBook.me. Eliminate manual data entry and keep client directories fully updated.
📝
Capture every submitted client field
Map custom client answers and booking notes directly into Zoho CRM fields instead of just names and emails. Your CRM records become far more detailed and actionable.
🔔
Alert your team instantly on new bookings
Notify staff members the second an appointment is booked or canceled. Ensure your team stays aligned and ready to manage client sessions.
🔀
Route records based on booking criteria
Apply different CRM routing rules depending on the service or client details submitted. Ensure high-value appointments reach the right team member immediately.
🔄
Keep destination records updated as details change
Automatically update existing Zoho CRM entries whenever client information or booking schedules are modified in SimplyBook.me.
🔍
Prevent duplicate records with smart search
Search for existing contacts in Zoho CRM before creating new entries, ensuring your database remains clean and free of redundant profiles.
⚠️
Handle cancellations and status updates
Automatically update Zoho CRM module entries when a SimplyBook.me booking is canceled, keeping your pipeline accurate and up to date.
📊
Extend your workflow to external apps
Push booking data to Google Sheets or send notifications via WhatsApp after your core Zoho CRM update completes, extending your operational reach.
And much more...
Who is SimplyBook.me + Zoho CRM integration for?
Teams managing online bookings and client relationships eliminate manual data entry, keeping calendars, customer records, and communication synchronized in real time.
Operations managers
Sales representatives
Account managers
Customer support teams
Appointment coordinators
Finance specialists
📈
Operations managers
You report on appointment metrics every week, but your CRM data is always delayed because bookings are logged by hand, so the conversion counts you present are outdated — with this integration, every new booking updates your CRM instantly and your metrics stay current.
⚡
Sales representatives
You need to reach out to new clients immediately, but appointment details sit in your booking tool until someone manually copies them over, so you find out about leads too late — with this integration, every client record lands in your CRM the moment they book.
🤝
Account managers
You answer to clients who expect their appointment history and preferences to be instantly reflected across all company tools, but manual record-keeping leaves gaps — with this integration, every booking detail syncs automatically to provide a complete client picture.
📞
Customer support teams
The volume of daily online appointments is too high for your staff to keep up with manual CRM updates, leading to missed follow-ups — with this integration, every client and booking is automatically logged so your team can focus on service.
🔄
Appointment coordinators
You own the scheduling workflow and depend on upstream booking data to prepare resources, but delayed handoffs slow you down — with this integration, every booking triggers instant contact creation and notification without manual delays.
📋
Finance specialists
You need a reliable history of client transactions and bookings, but manual data transfers keep leaving gaps in your records — with this integration, every invoice and booking creates accurate CRM entries without missing data.
Did you know?
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Why choose Integrately to automate SimplyBook.me + Zoho CRM
Build and manage your SimplyBook.me + Zoho CRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect SimplyBook.me + Zoho CRM with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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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.
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?
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Frequently Asked Questions
How do I connect SimplyBook.me to Zoho CRM?
You can connect SimplyBook.me to Zoho CRM in 1-click using ready-made templates on Integrately. With 42,000+ active users, you can also use Integrately AI to set up custom workflows across Google Calendar, WhatsApp, and 1,500+ other apps.
Can I automatically create Zoho CRM contacts from SimplyBook.me bookings?
Can I connect SimplyBook.me, Zoho CRM, and Google Sheets?
What is a good Zapier alternative for SimplyBook.me and Zoho CRM?
How are SimplyBook.me bookings and clients handled in Zoho CRM?
Can I update Zoho CRM records when a SimplyBook.me booking is canceled?
Do I need coding skills to connect SimplyBook.me and Zoho CRM?
Is the SimplyBook.me and Zoho CRM integration free?
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