SimplyBook.me + Clientify Integration

Integrate Clientify to SimplyBook.me in one click, or tell Integrately AI how you want each booking handled. Capture client details, create contacts and deals, update your pipeline, and trigger follow-up communications 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
  • Clientify
    Contact is updated in Clientify
  • Clientify
    Contact is created in Clientify
  • Clientify
    Deal stage is updated in Clientify
  • Clientify
    Deal is created in Clientify
  • Clientify
    Task is created in Clientify
  • Clientify
    Company is created in Clientify
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
  • Clientify
    Create contact in Clientify
  • Clientify
    Search contact in Clientify
  • Clientify
    Search user in Clientify
  • Clientify
    Create deal in Clientify
  • Clientify
    Update deal in Clientify
  • Clientify
    Get deal in Clientify
  • Clientify
    Close deal in Clientify
  • Clientify
    Create task in Clientify
  • Clientify
    Create order in Clientify
  • Clientify
    Get company in Clientify
  • Clientify
    Create abandoned cart in Clientify
  • Clientify
    Search product in Clientify
  • Clientify
    Delete product in Clientify
  • Clientify
    Create product in Clientify
  • Clientify
    Search deal in Clientify

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Ready WorkflowsReady Workflows   for SimplyBook.me + Clientify Integration

Capture bookings, create contacts, organise client records, update deals, and trigger follow-up emails, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Connect more apps to your Clientify + SimplyBook.me flow

Sync client data with billing platforms, scheduling tools, marketing software, messaging channels, video conferencing, and accounting systems. Pick a combination and activate it in one click.

SimplyBook.me
Clientify
+
StripeStripe (4)
+
Google CalendarGoogle Calendar (4)
+
MailchimpMailchimp (4)
+
WhatsAppWhatsApp (4)
+
ZoomZoom (4)
+
QuickBooks OnlineQuickBooks Online (4)
S
C
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When a booking is created in SimplyBook.me, create a contact in Clientify and generate a customer in Stripe.
New SimplyBook.me bookings instantly appear in Clientify as contacts while setting up a corresponding customer record in Stripe.
S
C
S
When an invoice is created in SimplyBook.me, create a deal in Clientify and generate a payment link in Stripe.
Track SimplyBook.me invoices as deals in Clientify and automatically create payment links in Stripe.
S
C
S
When a booking is canceled in SimplyBook.me, update the deal in Clientify and issue a refund in Stripe.
Canceled SimplyBook.me bookings automatically update your Clientify deal stage and trigger a Stripe refund.
C
S
S
When a contact is created in Clientify, create a client in SimplyBook.me and add a customer in Stripe.
New Clientify contacts automatically populate SimplyBook.me and Stripe for streamlined scheduling and billing.

Supported triggers and actions for SimplyBook.me and Clientify

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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Clientify
Clientify Triggers & Actions
Contact is updated in Clientify
Triggers the automation when a contact is updated
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Contact is created in Clientify
Triggers the automation when a new contact is added
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Deal stage is updated in Clientify
Triggers the automation when a deal stage is updated
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Deal is created in Clientify
Triggers the automation when a new deal is created
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Task is created in Clientify
Triggers the automation when a new task is created
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Company is created in Clientify
Triggers the automation when a new company is created
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Create contact in Clientify
Adds a new contact to the database
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Search contact in Clientify
Finds and retrieves contact information
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Search user in Clientify
Searches for a user
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Create deal in Clientify
Generates a new deal with
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Update deal in Clientify
Updates deal information based on new criteria or changes
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Get deal in Clientify
Retrieves information about a deal
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Close deal in Clientify
Finalizes a deal
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Create task in Clientify
Creates a new task
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Create order in Clientify
Creates a new order
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Get company in Clientify
Retrieves information about a company
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Create abandoned cart in Clientify
Creates a new abandoned cart entry
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Search product in Clientify
Searches for a product
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Delete product in Clientify
Removes a product from the database
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Create product in Clientify
Creates a new workspace
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Search deal in Clientify
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What can you automate with Clientify + SimplyBook.me?

Streamline your client bookings, contact management, and deal pipelines with robust automated workflows.

What you can automate?
🔄
Sync Bookings Into CRM Contacts
Automatically create a new contact in Clientify every time a client books an appointment through SimplyBook.me, eliminating manual data entry.
📋
Capture Every Submitted Field
Map all custom appointment details and client form answers from SimplyBook.me directly into corresponding Clientify contact fields.
🔔
Alert Sales Teams Instantly
Notify your team members the moment a new booking is created or canceled so everyone stays updated on schedule changes.
🔀
Route Deals Based on Booking Type
Create different deal stages or tasks in Clientify depending on the specific service or tier selected during the SimplyBook.me checkout.
📝
Keep Client Profiles Up to Date
Automatically update existing Clientify contact records whenever client details or appointment information changes in SimplyBook.me.
🔍
Search and Prevent Duplicates
Search for existing contacts in Clientify before creating new records to maintain a clean database without duplicate entries.
💳
Handle Invoices and Payments
Create orders and update deal statuses in Clientify whenever new invoices or payments are generated in SimplyBook.me.
🌐
Extend Flows to Email Marketing
Connect your Clientify and SimplyBook.me core flow to Mailchimp to automatically subscribe new bookers to your email lists.
And much more...

Who is Clientify + SimplyBook.me integration for?

Connecting Clientify to SimplyBook.me helps sales teams, booking managers, and business owners streamline customer communications and appointment workflows effortlessly.

Sales Directors
Sales Directors
Client Success Managers
Client Success Managers
Account Executives
Account Executives
Operations Coordinators
Operations Coordinators
Sales Development Reps
Sales Development Reps
Business Owners
Business Owners
📈
Sales Directors
You're tracking booking metrics and revenue reports across your department, but your pipeline sheet only updates when someone manually exports contacts, so the deal counts you're reviewing against are always a few hours behind — with this integration, every new booking lands in your CRM instantly and your data stays current.
Client Success Managers
You need to act fast when new appointments are booked, but you find out too late because booking notifications get buried in crowded inboxes — automating both apps means every client appointment generates a task immediately and your team responds without delay.
🤝
Account Executives
You answer to clients who want to see appointment progress and meeting notes in real time, but manual status logging leaves gaps in your client history — connecting these apps means every booking update reflects in your deal pipeline automatically and your clients see accurate records.
📊
Operations Coordinators
The volume of daily appointments is too high for anyone to keep up with by hand, leading to missed client profiles and unassigned deals — with this integration, every booking and contact syncs across your systems without manual intervention.
🎯
Sales Development Reps
You own the outreach stage and depend on upstream scheduling data to hand off qualified prospects, but disconnected tools cause missed follow-up tasks — this integration means every new client profile triggers your sales sequence right away.
💼
Business Owners
You need a reliable customer history across your scheduling and sales tools, but you keep finding missing records and disconnected client interactions — automating both apps means every booking and contact record links together into a complete audit trail.
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 + Clientify

Build and manage your SimplyBook.me + Clientify 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 + Clientify 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 Clientify to SimplyBook.me?
Frequently Asked Questions
You can connect Clientify to SimplyBook.me in 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows linking Stripe, Google Calendar, and Mailchimp.
Can I automatically create a Clientify contact when a SimplyBook.me booking is created?
Frequently Asked Questions
Can I connect Clientify, SimplyBook.me, and Google Calendar?
Frequently Asked Questions
What is a good Zapier alternative for Clientify and SimplyBook.me?
Frequently Asked Questions
How does Clientify handle contact creation during bookings?
Frequently Asked Questions
Can SimplyBook.me trigger deal updates in Clientify?
Frequently Asked Questions
Do I need coding skills to automate Clientify and SimplyBook.me?
Frequently Asked Questions
Is the Clientify and SimplyBook.me integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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

Clientify
Popular Clientify Integrations
Connect Clientify to CRMs, email marketing tools, and sales engagement platforms to manage and follow up on your leads.
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SimplyBook.me
Popular SimplyBook.me Integrations
Sync SimplyBook.me with calendar tools, payment gateways, and client support software to keep appointments running smoothly.