Popular Insightly + SimplyBook.me Workflows
Create Insightly task for new SimplyBook.me event
With the help of this integration, when an event is created, a task will be automatically created in Insightly and will include the details of the event (name, email address, etc.).
This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
Create Insightly opportunity for new SimplyBook.me event
But manually creating a opportunity 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 opportunity creation in Insightly.
This makes it easy to keep track of all the interactions that person has with your company. By using opportunity, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
When Booking is created in SimplyBook.me > Check any condition > Create contact in Insightly
When Booking is created in SimplyBook.me > Check any condition > Create lead in Insightly
When Booking is created in SimplyBook.me > Check any condition > Create opportunity in Insightly
When Booking is created in SimplyBook.me > Check any condition > Create contact in Insightly
When Booking is created in SimplyBook.me > Check any condition > Create lead in Insightly
When Booking is created in SimplyBook.me > Check any condition > Create opportunity in Insightly
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Insightly's powerful CRM and project management software solution gives small to medium sized businesses the tools they need to manage their contacts, track relationships, monitor sales pipeline, organize projects and more.
See Insightly IntegrationsSimplyBook.me helps you handle appointments and payments in a simpler way. It is simple and easy to use as possible, so your customers will be able to book an appointment online with you in no time!
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