Popular Close + SimplyBook.me Workflows
Create note in Close for Booking is canceled in SimplyBook.me
Create Close task for new SimplyBook.me event
With the help of this integration, when an event is created, a task will be automatically created in Close 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 Close 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 Close.
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.
Create Close note for new SimplyBook.me event
Update Close contact from new SimplyBook.me event
When Booking is created in SimplyBook.me > Check any condition > Create contact in Close
When Booking is created in SimplyBook.me > Check any condition > Create lead in Close
When Booking is created in SimplyBook.me > Check any condition > Create opportunity in Close
When Booking is created in SimplyBook.me > Check any condition > Create contact in Close
When Booking is created in SimplyBook.me > Check any condition > Create lead in Close
When Booking is created in SimplyBook.me > Check any condition > Create opportunity in Close
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Close helps you get more deals. Whether you're inside or outside the office, Close gives you everything you need to communicate with prospects and customers—all in one place.
See Close 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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