Ready workflows for SimplyBook.me + Zendesk Sell Integration
Just click on the workflow you want to automate
Create note in Zendesk Sell for Booking is canceled in SimplyBook.me
Create Zendesk Sell task for new SimplyBook.me event
With the help of this integration, when an event is created, a task will be automatically created in Zendesk Sell 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 Zendesk Sell deal for new SimplyBook.me event
But manually creating a deal 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 deal creation in Zendesk Sell.
This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
Create Zendesk Sell note for new SimplyBook.me event
Update Zendesk Sell contact from new SimplyBook.me event
When Booking is created in SimplyBook.me > Check any condition > Create person in Zendesk Sell
When Booking is created in SimplyBook.me > Check any condition > Create lead in Zendesk Sell
When Booking is created in SimplyBook.me > Check any condition > Create deal in Zendesk Sell
When Booking is created in SimplyBook.me > Check any condition > Create person in Zendesk Sell
When Booking is created in SimplyBook.me > Check any condition > Create lead in Zendesk Sell
When Booking is created in SimplyBook.me > Check any condition > Create deal in Zendesk Sell
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Create Your Own SimplyBook.me & Zendesk Sell Integration Without Any Code
Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between SimplyBook.me & Zendesk Sell
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SimplyBook.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!
See SimplyBook.me IntegrationsZendesk Sell is the sales automation tool for getting more done in less time. With powerful tools to improve productivity and visibility into your pipeline, Zendesk Sell is the perfect way to take your sales processes to the next level.
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