SimplyBook.me + BoondManager Integration

In your business, you may need to track when someone is invited to an event. You can do this by creating a opportunities in BoondManager.

But manually creating a opportunities 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 opportunities creation in BoondManager.

This makes it easy to keep track of all the interactions that person has with your company. By using opportunities, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.

If you have created a company in BoondManager, it's important to create a contact in SimplyBook.me. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.

In order to keep your accounting and customer records in sync, when you create a contact in BoondManager, this automation will automatically create a contact in SimplyBook.me.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with BoondManager and SimplyBook.me!

If you are using SimplyBook.me, then you may want to also use BoondManager to manage your customer relationships. With the help of this automation, whenever you create a contact in SimplyBook.me, a corresponding contact will be created in BoondManager.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?

If you're a small business owner who uses SimplyBook.me to manage your finances, you may be wondering if there's a way to automatically create a company profile in BoondManager whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with BoondManager and SimplyBook.me!