SimplyBook.me + Perspective Integration
Integrate Perspective to SimplyBook.me in one click, or tell Integrately AI how you want each lead handled. Capture submissions, create clients, fetch custom field values, and sync your appointment workflow effortlessly.
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
Lead is created in Perspective Instant- Visitor completed a funnel in Perspective 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 + Perspective Integration
Capture leads, create clients, retrieve custom field values, check booking IDs, and streamline your appointment pipeline, 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 Perspective + SimplyBook.me flow
Send lead data to CRMs, trigger email campaigns, log details in spreadsheets, and alert your team the moment a booking happens. Pick a combination and activate it in one click.
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Facebook Lead Ads (4)
Facebook Lead Ads (4) +
Google Analytics 4 (4)
Google Analytics 4 (4) +
Mailchimp (4)
Mailchimp (4) +
Stripe (4)
Stripe (4) +
Slack (4)
Slack (4) +
Google Sheets (4)
Google Sheets (4) P
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When a lead is created in Perspective, create the client in SimplyBook.me and update your Facebook Lead Ads custom audience.
Every Perspective lead instantly populates SimplyBook.me and updates Facebook Lead Ads without manual work.
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When a visitor completes a funnel in Perspective, retrieve SimplyBook.me custom fields and sync them to Facebook Lead Ads.
Funnel completions trigger SimplyBook.me lookups and update Facebook Lead Ads instantly.
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When a lead is created in Perspective, check booking details in SimplyBook.me and update Facebook Lead Ads offline conversions.
Verify SimplyBook.me bookings for Perspective leads and push conversion data to Facebook Lead Ads.
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When a visitor completes a funnel in Perspective, create a SimplyBook.me client and log the event in Facebook Lead Ads.
Turn funnel completers into SimplyBook.me clients and track them in Facebook Lead Ads automatically.
Supported triggers and actions for SimplyBook.me and Perspective
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 Perspective + SimplyBook.me?
Streamline your entire client acquisition and appointment scheduling pipeline by connecting Perspective and SimplyBook.me.
🚀
Turn funnel leads into client accounts instantly
Capture every lead from Perspective and automatically create a corresponding client profile in SimplyBook.me the moment the submission occurs.
📝
Capture every submitted funnel field accurately
Map all custom questions and answers from your Perspective mobile funnels directly into SimplyBook.me client custom fields for complete context.
🔔
Alert your team the moment a client is created
Send instant notifications to your staff whenever a new lead completes a Perspective funnel and establishes a SimplyBook.me profile.
🔀
Route clients based on submitted form answers
Apply conditional logic to your workflow so VIP leads or specific service selections trigger tailored actions in SimplyBook.me.
🔄
Keep your client database continuously updated
Ensure your SimplyBook.me records reflect the most recent data submitted across your high-converting mobile marketing funnels.
🔍
Verify booking IDs and prevent duplicate profiles
Look up existing booking references in SimplyBook.me before processing new leads from Perspective to maintain a clean database.
📅
Handle appointment status changes smoothly
Track whether clients complete their funnel journey, create bookings, or update appointment details across both connected platforms.
🌐
Extend your workflow to external apps
Push your Perspective leads and SimplyBook.me client data directly into Google Sheets, Slack, or Mailchimp in one multi-step flow.
And much more...
Who is Perspective + SimplyBook.me integration for?
Connecting Perspective and SimplyBook.me helps marketers, agencies, and service businesses eliminate manual data entry, streamline client bookings, and keep appointment pipelines perfectly synchronized.
Performance marketers
Sales development reps
Client success managers
Agency operations leads
Appointment coordinators
Business owners
📈
Performance marketers
You're running mobile marketing campaigns across multiple channels but your conversion reports only update when someone manually exports lead data, so the metrics you're optimizing against are always hours behind — this integration means every new lead creates a client instantly and your campaign data stays current.
⚡
Sales development reps
You need to follow up with high-intent prospects immediately, but delayed lead handoffs mean you find out about new funnel submissions too late in the day — automating both apps means every lead is registered instantly and your sales team can reach out while interest is peak.
🤝
Client success managers
You answer to stakeholders who want real-time visibility into incoming client appointments, but manual copy-pasting leaves frustrating gaps in your tracking sheet — with this integration, every submission populates your client database automatically and stakeholders always see accurate progress.
📊
Agency operations leads
The volume of mobile funnel submissions is too high for anyone to keep up with by hand, leading to missed client records and scheduling bottlenecks — connecting these apps means client creation happens instantly at scale and your team never falls behind.
💼
Appointment coordinators
You own the scheduling step and depend on marketing funnels to hand over clean lead data, but inconsistent records cause scheduling confusion — automating both apps means every booking profile is created accurately and your scheduling workflow runs smoothly.
🗂️
Business owners
You need a reliable history of client acquisition and appointments, but manual record-keeping keeps leaving missing entries in your system — integrating these apps means every lead and client record is captured flawlessly without manual supervision.
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 + Perspective
Build and manage your SimplyBook.me + Perspective automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect SimplyBook.me + Perspective 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 + Perspective Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Perspective to SimplyBook.me?
You can connect Perspective and SimplyBook.me using 1-click automations on Integrately. Pick a ready template, link your accounts with Facebook Lead Ads, Google Analytics 4, Mailchimp, Stripe, Slack, or Google Sheets, and let Integrately AI set up your workflow.
Can I automatically create a SimplyBook.me client when a lead is created in Perspective?
Can I connect Perspective, SimplyBook.me, and Slack?
What is a good Zapier alternative for Perspective and SimplyBook.me?
How does Perspective data sync with SimplyBook.me?
Can I retrieve custom fields from SimplyBook.me after a Perspective funnel submission?
Do I need coding skills to automate Perspective and SimplyBook.me?
Is the Perspective 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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