SimplyBook.me + Convertri Integration
Integrate Convertri to SimplyBook.me in one click, or tell Integrately AI how you want each submission handled. Capture form entries, create clients in SimplyBook.me, update your records, and alert your team 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
Purchase is added in Convertri Instant- Form is submitted in Convertri Instant
2.
- Create client in SimplyBook.me
- Get clients custom fields values in SimplyBook.me
- Get booking by ID in SimplyBook.me
Trusted by experts at...
Ready Workflows for SimplyBook.me + Convertri Integration
Capture form submissions, create clients in SimplyBook.me, update records, alert your team, and trigger follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Convertri + SimplyBook.me flow
Pick up where your core pair finishes by sending data to your CRM, updating spreadsheets, or alerting your team instantly. Pick a combination and activate it in one click.
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Stripe (4)
Stripe (4) +
Mailchimp (4)
Mailchimp (4) +
Google Calendar (4)
Google Calendar (4) +
Slack (4)
Slack (4) +
Zoom (4)
Zoom (4) +
Google Sheets (4)
Google Sheets (4) C
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Create a SimplyBook.me client from every Convertri form submission, and create a customer in Stripe
Convertri form submissions instantly create a client in SimplyBook.me and a customer record in Stripe, eliminating manual data entry across your sales and billing tools.
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When a purchase is added in Convertri, look up the SimplyBook.me client and create a payment link in Stripe
Convertri purchases trigger a lookup in SimplyBook.me and generate a payment link in Stripe, keeping your financial workflow completely streamlined.
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If a Convertri form submission includes payment data, create a SimplyBook.me client and record the charge in Stripe
Form submissions from Convertri automatically create a SimplyBook.me client and log the confirmed transaction in Stripe based on submitted details.
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Use ChatGPT to review Convertri form submissions, create a SimplyBook.me client, and generate a Stripe invoice
ChatGPT analyzes incoming Convertri submissions before SimplyBook.me creates the client and Stripe generates an itemized invoice.
Supported triggers and actions for SimplyBook.me and Convertri
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 → What can you automate with Convertri + SimplyBook.me?
Streamline your funnel conversions and appointment scheduling by connecting Convertri and SimplyBook.me for real-time synchronization.
🚀
Sync every form submission into client profiles
Instantly turn every form submitted in Convertri into a new client profile in SimplyBook.me without manual data entry.
📋
Capture every submitted custom field accurately
Map all available form answers and custom fields from your Convertri funnel straight into SimplyBook.me client records.
🔔
Alert your team the moment a client books
Trigger instant team notifications in Slack or email whenever a new client is created from a Convertri conversion.
🔀
Route submissions based on form answers
Perform different actions in SimplyBook.me depending on the specific tier or options selected in your Convertri form.
🔄
Keep appointment records up to date
Automatically retrieve and update booking details across SimplyBook.me whenever purchase activity occurs in Convertri.
🔍
Look up existing clients before creating records
Search client custom fields and booking IDs in SimplyBook.me to prevent duplicate entries when processing funnel actions.
📅
Manage cancellation and invoice events
Handle appointment cancellations and invoice creations smoothly by keeping your SimplyBook.me and Convertri data aligned.
🌐
Extend your workflow to apps like Google Sheets
Send your synchronized Convertri and SimplyBook.me data straight into Google Sheets or Mailchimp for deeper reporting.
And much more...
Who is Convertri + SimplyBook.me integration for?
Teams managing sales funnels and client appointments rely on this integration to keep booking records accurate, eliminate manual data entry, and accelerate client onboarding.
Performance marketers
Sales managers
Client success teams
Operations leads
Appointment coordinators
Business analysts
📈
Performance marketers
You're running funnel campaigns on Convertri but your appointment tracking sheet only updates when someone manually exports submissions, so the conversion counts you're reviewing are always hours behind — this integration means every new form entry creates a client instantly and your campaign data stays current.
⚡
Sales managers
You need your sales reps to follow up on incoming funnel leads immediately, but submission details get trapped in landing page forms until someone checks the dashboard — automating both apps means every lead is registered in SimplyBook.me the moment it arrives and your team can act without delay.
🤝
Client success teams
You answer to management who want to see real-time appointment and client onboarding metrics, but manual logging leaves gaps in your weekly reports — connecting these apps means every submission and booking flows into your records automatically and your dashboards reflect true progress.
📊
Operations leads
The volume of incoming funnel submissions is too high for anyone to keep up with by hand, leading to missed client profiles and booking discrepancies — with this integration, every form entry and client record is handled instantly so your operational pipeline runs smoothly at scale.
🎯
Appointment coordinators
You own the scheduling step and depend on marketers to hand over clean lead data from Convertri pages without losing context — automating this handoff means every client profile is populated in SimplyBook.me the second the form is completed so you can schedule sessions immediately.
🗂️
Business analysts
You need a reliable history of all funnel conversions and client bookings, but manual data transfers keep leaving missing rows in your tracking sheets — this integration means every transaction and submission is logged accurately from end to end with zero data gaps.
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 + Convertri
Build and manage your SimplyBook.me + Convertri automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect SimplyBook.me + Convertri with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect SimplyBook.me + Convertri Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Convertri to SimplyBook.me?
You can connect Convertri to SimplyBook.me using 1-click automations on Integrately, or by asking Integrately AI to build the workflow for you. Simply select a ready template combining Convertri, SimplyBook.me, and popular apps like Slack, Google Sheets, or Mailchimp to get started in minutes.
Can I automatically create a SimplyBook.me client when a form is submitted in Convertri?
Can I connect Convertri, SimplyBook.me, and Slack?
What is a good Zapier alternative for Convertri and SimplyBook.me?
How does Convertri handle form submission data in this integration?
Can I retrieve client custom fields or booking IDs from SimplyBook.me?
Do I need coding skills to automate Convertri and SimplyBook.me?
Is the Convertri and SimplyBook.me integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
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