RD Station + SimplyBook.me Integration

Integrate RD Station to SimplyBook.me in one click, or tell Integrately AI how you want each lead handled. Create bookings, update client records, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • RD Station
    Lead is converted in RD Station Instant
  • RD Station
    Lead is marked as opportunity in RD Station Instant
  • 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
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2.
  • RD Station
    Conversion Event in RD Station
  • RD Station
    Deal won in RD Station
  • RD Station
    Deal lost in RD Station
  • 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 Workflows Ready Workflows for RD Station + SimplyBook.me Integration

Capture leads, create bookings, organise clients, keep invoices updated, and send follow-ups, all in just one click.

Most popular automationmost-popular-automations
SimplyBook.me + RD Station Integration

Create RD Station conversion event for new SimplyBook.me event

To best take advantage of every new SimplyBook.me event, it is essential to have a strong marketing campaign in RD Station in place. This will help ensure that potential customers are aware of the event and can easily find information about it.

By taking the time to create a robust RD Station conversion event list, businesses can maximize their chances of success with SimplyBook.me event.
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your RD Station + SimplyBook.me flow

Sync your marketing leads and appointments with CRM, email, messaging, and finance tools to keep your entire business aligned. Pick a combination and activate it in one click.

RD Station
SimplyBook.me
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HubspotHubspot (4)
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MailchimpMailchimp (3)
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WhatsAppWhatsApp (3)
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Google SheetsGoogle Sheets (3)
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StripeStripe (3)
+
AsanaAsana (3)
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Create an RD Station conversion and a HubSpot contact whenever a new booking is created in SimplyBook.me
New SimplyBook.me bookings instantly log a conversion in RD Station and add a contact in HubSpot without manual re-entry.
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When a lead is converted in RD Station, get the booking details from SimplyBook.me and create a deal in HubSpot
Converted RD Station leads pull appointment details from SimplyBook.me and create a fresh deal in HubSpot automatically.
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When a booking is canceled in SimplyBook.me, trigger an RD Station event and update the contact in HubSpot
Canceled SimplyBook.me appointments record an event in RD Station and update your HubSpot contact status instantly.
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S
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Use Claude to evaluate RD Station leads, create a SimplyBook.me client, and log a contact in HubSpot
Claude analyzes converted RD Station leads before creating a SimplyBook.me client and saving a contact in HubSpot.

Supported triggers and actions for RD Station and SimplyBook.me

Mix and match to build the exact automation you need

RD Station
RD Station Triggers & Actions
Instant
Lead is converted in RD Station
Triggers the automation when a lead is successfully converted
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Instant
Lead is marked as opportunity in RD Station
Triggers the automation when a lead is marked as an opportunity
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Conversion Event in RD Station
Creates a conversion event
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Deal won in RD Station
Marks the deal as won
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Deal lost in RD Station
Marks the deal as lost
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SimplyBook.me
SimplyBook.me Triggers & Actions
Booking is created in SimplyBook.me
Triggers the automation when a new booking is created
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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
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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
Try it →

What can you automate with RD Station + SimplyBook.me?

Streamline lead conversion, booking management, and client updates across your marketing and scheduling workflows.

What you can automate?
📅
Create a SimplyBook.me booking from every converted RD Station lead
Automatically generate scheduling appointments whenever a new lead is converted in RD Station. Eliminate manual booking entry and speed up client onboarding.
📝
Capture every submitted client field and custom question
Map all custom client questionnaire answers from SimplyBook.me straight into your RD Station records. Keep your database thorough and ready for review.
🔔
Notify your team instantly when a new client books
Trigger instant team alerts across messaging channels the moment a booking is created in SimplyBook.me. Ensure fast follow-up times for high-value prospects.
🔀
Route bookings and leads based on submitted criteria
Branch your automation paths depending on specific lead properties or service types selected in SimplyBook.me. Send high-tier clients to dedicated sales queues.
🔄
Keep your records updated when bookings are canceled
Update deal stages in RD Station automatically whenever a booking is canceled in SimplyBook.me. Prevent wasted outreach on inactive schedules.
🔍
Find and update existing clients instead of creating duplicates
Search for existing records before creating new entries in RD Station or SimplyBook.me. Maintain clean databases without redundant profiles.
💳
Trigger workflows when invoices are created or paid
Capture invoice events in SimplyBook.me to log deal wins and revenue milestones in RD Station. Align financial milestones with marketing performance.
📊
Connect your core pair to Google Sheets for reporting
Extend your RD Station and SimplyBook.me automation to Google Sheets for centralized reporting. Give stakeholders live visibility into lead and appointment metrics.
And much more...

Who is RD Station + SimplyBook.me integration for?

Connecting marketing campaigns and client scheduling helps sales, operations, and support teams eliminate manual data entry and keep client data accurate.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Client success managers
Client success managers
Booking coordinators
Booking coordinators
Operations specialists
Operations specialists
Finance and audit teams
Finance and audit teams
📈
Performance marketers
You're reviewing marketing performance in RD Station but scheduling data lives in SimplyBook.me, so your conversion reports are always missing booking revenue — automating both apps means every scheduled appointment updates your marketing records instantly.
Sales representatives
You rely on RD Station leads to close deals, but booking updates in SimplyBook.me sit unnoticed until days later — with this integration, every new booking triggers immediate alerts so you can engage clients while they are active.
📋
Client success managers
You need to show clients how their appointments map to marketing campaigns, but manual exports leave gaps in your reports — automating both apps means your reports reflect real-time booking and lead milestones accurately.
🔄
Booking coordinators
You're manually transferring client details from SimplyBook.me into RD Station all day, but high appointment volumes lead to missed entries and duplicate records — with this integration, every client record syncs automatically.
🛠️
Operations specialists
You prepare resources after a booking is confirmed in SimplyBook.me, but delayed lead data from RD Station stalls your preparation — automating both apps means your workflow triggers the moment a lead converts.
💼
Finance and audit teams
You audit client payments and marketing conversions, but disjointed records make reconciling invoices and deals painful — automating both apps means your audit trail remains complete and error-free.
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 RD Station + SimplyBook.me

Build and manage your RD Station + SimplyBook.me automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect RD Station + SimplyBook.me 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 RD Station to SimplyBook.me?
Frequently Asked Questions
You can connect RD Station to SimplyBook.me in one click using pre-built workflows on Integrately. Choose a ready template, connect your accounts, and sync your leads and bookings instantly.
Can I automatically create a SimplyBook.me booking when an RD Station lead converts?
Frequently Asked Questions
Can I connect RD Station, SimplyBook.me, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for RD Station and SimplyBook.me?
Frequently Asked Questions
How does RD Station handle converted lead data in automations?
Frequently Asked Questions
How are SimplyBook.me bookings and clients synced to other apps?
Frequently Asked Questions
Do I need coding skills to automate RD Station and SimplyBook.me?
Frequently Asked Questions
Is the RD Station and SimplyBook.me integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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

RD Station
Popular RD Station Integrations
Connect RD Station with CRMs, email tools, and analytics platforms to manage and follow up on your leads.
SimplyBook.me
Popular SimplyBook.me Integrations
Sync SimplyBook.me with accounting, project management, and payment tools to keep bookings working across your stack.