SimplyBook.me + Optinly Integration

Integrate Optinly to SimplyBook.me in one click, or tell Integrately AI how you want each subscriber handled. Create clients, retrieve custom field values, look up bookings, and keep your appointment pipeline running smoothly.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • SimplyBook.me
    Booking is created in SimplyBook.me
  • SimplyBook.me
    Booking is canceled in SimplyBook.me
  • SimplyBook.me
    Client is created in SimplyBook.me
  • SimplyBook.me
    Invoice is created in SimplyBook.me
  • Optinly
    Subscriber is added to a campaign in Optinly 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

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Ready WorkflowsReady Workflows   for SimplyBook.me + Optinly Integration

Capture subscribers, create clients, fetch custom fields, look up bookings, and keep schedules aligned, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

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 Optinly + SimplyBook.me flow

Send campaign subscribers to marketing platforms, schedule follow-ups, process payments, or update spreadsheets. Pick a combination and activate it in one click.

SimplyBook.me
Optinly
+
MailchimpMailchimp (4)
+
Google CalendarGoogle Calendar (4)
+
StripeStripe (4)
+
SlackSlack (4)
+
ZoomZoom (4)
+
Google SheetsGoogle Sheets (4)
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M
Add every new Optinly campaign subscriber to SimplyBook.me as a client, and subscribe them in Mailchimp.
New Optinly subscribers are instantly added as clients in SimplyBook.me and subscribed in Mailchimp without manual data entry.
S
O
M
When a booking is created in SimplyBook.me, get custom fields and add the subscriber to your Mailchimp audience.
SimplyBook.me bookings trigger custom field retrieval and update your Mailchimp audience instantly.
O
S
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If an Optinly campaign subscriber is created, retrieve booking details by ID and tag them in Mailchimp.
Optinly subscribers prompt a booking lookup in SimplyBook.me and tagging in Mailchimp.
S
O
M
When a SimplyBook.me client is created, check custom fields and send a welcome campaign via Mailchimp.
New SimplyBook.me clients trigger custom field checks and automated Mailchimp welcome emails.

Supported triggers and actions for SimplyBook.me and Optinly

Mix and match to build the exact automation you need

SimplyBook.me
SimplyBook.me Triggers & Actions
Booking is created in SimplyBook.me
Triggers the automation when a new booking is created
Try it →
Booking is canceled in SimplyBook.me
Triggers the automation when a booking is canceled
Try it →
Client is created in SimplyBook.me
Triggers the automation when a new client is created
Try it →
Invoice is created in SimplyBook.me
Triggers the automation when any invoice is added or modified
Try it →
Create client in SimplyBook.me
Generates a new client profile
Try it →
Get clients custom fields values in SimplyBook.me
Retrieves the custom field values associated with clients
Try it →
Get booking by ID in SimplyBook.me
Retrieves booking details
Try it →
Optinly
Optinly Triggers & Actions
Instant
Subscriber is added to a campaign in Optinly
Triggers the automation when a subscriber is added to a campaign
Try it →
No action is available

What can you automate with Optinly + SimplyBook.me?

Streamline your lead capture and appointment scheduling workflows with ready-made automation sequences.

What you can automate?
Create SimplyBook.me clients from Optinly subscribers
Automatically register new Optinly campaign subscribers as clients in SimplyBook.me the moment they convert. Eliminate manual data entry and speed up your client onboarding.
📋
Capture custom field values instantly
Retrieve custom field values from SimplyBook.me whenever a booking or client is created. Ensure all specialized customer data is stored correctly.
🔔
Notify your team about new bookings
Send instant alerts to your team channels whenever a booking is created or canceled in SimplyBook.me. Keep staff members informed of schedule changes.
🔍
Look up booking details by ID
Fetch complete booking records using specific booking IDs when handling cancellations or invoices. Maintain accurate records across all operational steps.
📅
Keep appointment records up to date
Synchronize status changes, cancellations, and new client registrations across your tools. Prevent scheduling conflicts and outdated records.
🔄
Handle client creation and lookups seamlessly
Manage client profiles and retrieve custom fields without creating duplicate entries. Keep your database clean and organized.
📄
Process invoices and booking events
Trigger automated workflows when new SimplyBook.me invoices are generated. Connect your billing milestones directly to client lookup data.
🔗
Extend your workflow to additional apps
Connect your Optinly and SimplyBook.me core flow to Slack, Google Sheets, or Mailchimp. Build multi-step automations that fit your exact business needs.
And much more...

Who is Optinly + SimplyBook.me integration for?

Teams managing campaign subscribers and appointment scheduling benefit from automated client creation, custom field retrieval, and real-time data synchronization.

Growth marketers
Growth marketers
Appointment coordinators
Appointment coordinators
Client success managers
Client success managers
Operations leads
Operations leads
Sales development reps
Sales development reps
Data administrators
Data administrators
📈
Growth marketers
You're capturing leads through Optinly popups, but your scheduling tool only updates when someone manually creates a client profile, so conversion reports are always delayed — with this integration, every new subscriber lands in SimplyBook.me instantly and your data stays current.
⏱️
Appointment coordinators
You need to act fast when new bookings arrive, but checking custom fields and creating profiles by hand leaves room for errors — automating both apps means every booking triggers instant client creation and field retrieval without manual delays.
🤝
Client success managers
You answer to stakeholders who want to see appointment growth, but scattered lead data makes tracking progress difficult — this integration means every campaign subscriber and booking flows directly into your records for clear reporting.
📊
Operations leads
The volume of campaign subscribers is too high for anyone to keep up by hand, leading to missed client profiles — connecting these apps means automated record creation handles peak traffic without missing a single submission.
💼
Sales development reps
You own the outreach step and depend on marketers to hand over clean contact details, but manual handoffs cause delays — automating both apps means client profiles and custom fields are ready the moment a booking occurs.
🗂️
Data administrators
You need a reliable history of all bookings and subscriber campaigns, but manual entry keeps introducing gaps — with this integration, every canceled booking, created client, and new invoice is logged accurately.
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 + Optinly

Build and manage your SimplyBook.me + Optinly 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 + Optinly 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Optinly to SimplyBook.me?
Frequently Asked Questions
You can connect Optinly to SimplyBook.me in one click using pre-built templates or ask Integrately AI to set up your workflow. Add Mailchimp, Google Calendar, or Slack for multi-step automations.
Can I automatically create a SimplyBook.me client when a new subscriber joins an Optinly campaign?
Frequently Asked Questions
Can I connect Optinly, SimplyBook.me, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Optinly and SimplyBook.me?
Frequently Asked Questions
How does Optinly handle campaign subscriber data during synchronization?
Frequently Asked Questions
How are SimplyBook.me bookings and custom fields retrieved in automations?
Frequently Asked Questions
Do I need coding skills to automate Optinly and SimplyBook.me?
Frequently Asked Questions
Is the Optinly and SimplyBook.me integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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.

Want to automate something else in your workflow?

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

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SimplyBook.me
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