SimplyBook.me + Apptivo Integration

Integrate Apptivo to SimplyBook.me in one click, or tell Integrately AI how you want each booking handled. Capture bookings, sync client profiles, update your CRM records, and trigger follow-ups automatically.

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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
  • Apptivo
    Case is created in Apptivo Instant
  • Apptivo
    Case is updated in Apptivo Instant
  • Apptivo
    Case is deleted in Apptivo Instant
  • Apptivo
    Contact is created in Apptivo Instant
  • Apptivo
    Contact is updated in Apptivo Instant
  • Apptivo
    Opportunity is created in Apptivo Instant
  • Apptivo
    Opportunity is updated in Apptivo Instant
  • Apptivo
    Opportunity is deleted in Apptivo Instant
  • Apptivo
    Customer is created in Apptivo Instant
  • Apptivo
    Customer is updated in Apptivo Instant
  • Apptivo
    Customer is deleted in Apptivo Instant
  • Apptivo
    Contact is deleted in Apptivo Instant
  • Apptivo
    Project is created in Apptivo Instant
  • Apptivo
    Project is updated in Apptivo Instant
  • Apptivo
    Project is deleted in Apptivo Instant
  • Apptivo
    Lead is created in Apptivo Instant
  • Apptivo
    Lead is updated in Apptivo Instant
  • Apptivo
    Lead is deleted in Apptivo Instant
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
  • Apptivo
    Create contact in Apptivo
  • Apptivo
    Search contact in Apptivo
  • Apptivo
    Create lead in Apptivo
  • Apptivo
    Search lead by email in Apptivo
  • Apptivo
    Create customer in Apptivo
  • Apptivo
    Create opportunity in Apptivo
  • Apptivo
    Search customer by customer number in Apptivo
  • Apptivo
    Search opportunity by name in Apptivo
  • Apptivo
    Search case by Email in Apptivo

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Ready Workflows Ready Workflows for Apptivo + SimplyBook.me Integration

Capture bookings, sync client details, update your CRM, notify your team, and send follow-ups, all in just one click.

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

Create SimplyBook.me contact for new Apptivo contact

In order to keep your accounting and customer records in sync, when you create a contact in Apptivo, 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 Apptivo and SimplyBook.me!
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SimplyBook.me + Apptivo Integration

Create Apptivo contact for new SimplyBook.me contact

If you are using SimplyBook.me, then you may want to also use Apptivo 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 Apptivo.

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?
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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 Apptivo + SimplyBook.me flow

Sync appointment data with your calendar, notify teams in chat, send client emails, and log invoices in your financial tools. Pick a combination and activate it in one click.

SimplyBook.me
Apptivo
+
Google CalendarGoogle Calendar (8)
+
StripeStripe (8)
+
SlackSlack (8)
+
GmailGmail (8)
+
MailchimpMailchimp (8)
+
QuickBooks OnlineQuickBooks Online (8)
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When a booking is created in SimplyBook.me, create a contact in Apptivo and schedule an event in Google Calendar.
Every SimplyBook.me booking instantly creates a contact in Apptivo and schedules the appointment in Google Calendar, eliminating manual entry.
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When a booking is canceled in SimplyBook.me, update the contact in Apptivo and update the event in Google Calendar.
Canceled SimplyBook.me appointments automatically update your contact status in Apptivo and remove the event from Google Calendar.
S
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When a client is created in SimplyBook.me, search contact in Apptivo and schedule a welcome call in Google Calendar.
New SimplyBook.me clients trigger an Apptivo contact search and automatically schedule a welcome call in Google Calendar.
S
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When an invoice is created in SimplyBook.me, update the customer in Apptivo and add a payment due date in Google Calendar.
SimplyBook.me invoices update your Apptivo customer records and add payment reminders directly into Google Calendar.
S
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If a SimplyBook.me booking is created, create a lead in Apptivo and schedule a consultation in Google Calendar.
Route new SimplyBook.me bookings as Apptivo leads and schedule consultation blocks in Google Calendar based on client type.
S
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When a booking is canceled in SimplyBook.me, update the customer in Apptivo and remove the event in Google Calendar.
Handle late-stage booking cancellations by updating customer statuses in Apptivo and clearing Google Calendar schedules.
S
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Use ChatGPT to summarize SimplyBook.me booking notes, create a contact in Apptivo, and schedule a prep meeting in Google Calendar.
ChatGPT analyzes booking notes from SimplyBook.me, generates an Apptivo contact, and schedules prep time in Google Calendar.
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Turn every SimplyBook.me booking into an Apptivo project, schedule the kickoff in Google Calendar, and notify the team in Slack.
New SimplyBook.me bookings generate Apptivo projects, calendar schedules, and instant Slack team notifications.

Supported triggers and actions for SimplyBook.me and Apptivo

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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Apptivo
Apptivo Triggers & Actions
Instant
Case is created in Apptivo
Triggers the automation when a new case is created
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Instant
Case is updated in Apptivo
Triggers the automation when any case is updated
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Instant
Case is deleted in Apptivo
Triggers the automation when any case is deleted
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Instant
Contact is created in Apptivo
Triggers the automation when a new contact is created
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Instant
Contact is updated in Apptivo
Triggers the automation when a contact is updated
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Instant
Opportunity is created in Apptivo
Triggers the automation when any opportunity is updated
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Instant
Opportunity is updated in Apptivo
Triggers the automation when any opportunity is updated
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Instant
Opportunity is deleted in Apptivo
Triggers the automation when any opportunity is deleted
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Instant
Customer is created in Apptivo
Triggers the automation when a new customer is created
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Instant
Customer is updated in Apptivo
Triggers the automation when customer details are updated
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Instant
Customer is deleted in Apptivo
Triggers the automation when a customer is removed from the database
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Instant
Contact is deleted in Apptivo
Triggers the automation when a contact is removed from the particular list
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Instant
Project is created in Apptivo
Triggers the automation when a new project is created
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Instant
Project is updated in Apptivo
Triggers the automation when a project is updated
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Instant
Project is deleted in Apptivo
Triggers the automation when a project is deleted
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Instant
Lead is created in Apptivo
Triggers the automation when a new lead is created
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Instant
Lead is updated in Apptivo
Triggers the automation when the lead information is updated
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Instant
Lead is deleted in Apptivo
Triggers the automation when a lead is removed from the system
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Create contact in Apptivo
Adds a new contact to the database
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Search contact in Apptivo
Finds and retrieves contact information
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Create lead in Apptivo
Generates new leads for potential customers
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Search lead by email in Apptivo
Retrieves information for a particular lead using their email
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Create customer in Apptivo
Adds a new customer to the database
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Create opportunity in Apptivo
Creates a new instance of the support system
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Search customer by customer number in Apptivo
Retrieves customer information based on customer number input
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Search opportunity by name in Apptivo
Searches for a opportunity by its name
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Search case by Email in Apptivo
Retrieves a case using an email address
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What can you automate with Apptivo + SimplyBook.me?

Streamline bookings, client management, and invoicing across SimplyBook.me and Apptivo with powerful automated workflows.

What you can automate?
📅
Sync bookings into Apptivo contacts automatically
Every new SimplyBook.me booking creates a contact or customer in Apptivo instantly. Eliminate manual data entry and ensure your CRM is always up to date.
📝
Capture every submitted booking field
Map all custom client details and appointment notes from SimplyBook.me directly into Apptivo fields for complete customer profiles.
🔔
Notify your team the moment a booking arrives
Send instant team alerts on Slack or via email whenever a new SimplyBook.me appointment is confirmed or updated.
🔀
Route bookings based on submitted services
Create different Apptivo opportunities or tasks depending on the specific service selected during SimplyBook.me checkout.
🔄
Keep customer records updated on rescheduling
Automatically update Apptivo contact and project statuses whenever a SimplyBook.me appointment is rescheduled or modified.
🔍
Prevent duplicates with smart contact search
Search existing Apptivo contacts by email before creating a new profile to keep your CRM clean and organized.
Handle cancellations and invoice updates seamlessly
Process SimplyBook.me booking cancellations by updating Apptivo project statuses and notifying relevant team members.
🔌
Extend your booking flow to Slack and email
Connect SimplyBook.me and Apptivo with Slack or Gmail to ensure seamless communication across your entire team.
And much more...

Who is Apptivo + SimplyBook.me integration for?

Connect SimplyBook.me appointments and invoices directly with Apptivo CRM and project suites to eliminate manual data entry across your business operations.

Performance marketers
Performance marketers
Customer success teams
Customer success teams
Operations managers
Operations managers
Sales reps
Sales reps
Account managers
Account managers
Support coordinators
Support coordinators
📈
Performance marketers
You're managing campaign conversions in Apptivo, but your booking counts from SimplyBook.me only update when someone manually reconciles records, so the pipeline reports you're reviewing are always hours behind — this integration means every new booking lands in Apptivo instantly and your reports stay current.
🤝
Customer success teams
You need to onboard clients immediately after they book in SimplyBook.me, but your team finds out too late because customer creation in Apptivo is done by hand — connecting these apps means every new client record is generated automatically so onboarding starts without delay.
📊
Operations managers
You answer to leadership who wants to track booking volume against Apptivo projects, but manual data entry leads to missing records — automating both apps means every booking and client maps directly to your projects for accurate tracking.
💼
Sales reps
The volume of incoming SimplyBook.me appointments is too high for anyone to keep up by hand, leaving leads sitting unassigned in Apptivo — with this integration, every appointment creates an active lead or contact instantly so you can follow up right away.
🗂️
Account managers
You own the client relationship after the initial SimplyBook.me appointment, but you depend on sales to manually hand over notes in Apptivo — automating both apps means client histories sync automatically without manual bottlenecks.
📋
Support coordinators
You need a reliable history of every client interaction across SimplyBook.me and Apptivo, but keep finding gaps in customer profiles — connecting these apps means every booking, invoice, and contact record stays unified and complete.
Our team

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Why choose Integrately to automate SimplyBook.me + Apptivo

Build and manage your SimplyBook.me + Apptivo 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 + Apptivo 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
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Automation is ready
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Frequently Asked Questions

How do I connect Apptivo to SimplyBook.me?
Frequently Asked Questions
You can connect Apptivo to SimplyBook.me in 1-click using ready templates on Integrately, or use Integrately AI to build custom workflows linking Apptivo, SimplyBook.me, and tools like Slack or Gmail.
Can I automatically create Apptivo contacts when a SimplyBook.me booking is created?
Frequently Asked Questions
Can I connect Apptivo, SimplyBook.me, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Apptivo and SimplyBook.me?
Frequently Asked Questions
How are SimplyBook.me client details transferred to Apptivo?
Frequently Asked Questions
What happens to Apptivo records when a SimplyBook.me booking is canceled?
Frequently Asked Questions
Do I need coding skills to set up this integration?
Frequently Asked Questions
Is the Apptivo and SimplyBook.me integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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

Apptivo
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SimplyBook.me
Popular SimplyBook.me Integrations
Sync SimplyBook.me with calendars, payment gateways, and communication tools to manage appointments effortlessly.