Integrate SimplyBook with Pipedrive
Send information between SimplyBook and Pipedrive automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate SimplyBook and Pipedrive using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Booking event occurred
Triggers when a booking event, such as booking creation, booking cancellation, or booking modification, occurs in Simplybook
Booking canceled
Triggers when a booking is canceled
Client created
Triggers when a new client is created
Booking updated
Triggers when the details of an existing booking are updated
Booking created
Triggers when a new booking is created
Contact person updated
Triggers when the details of an existing contact person is updated
Pipeline stage created
Triggers when a new pipeline stage is created
Contact person created
Triggers when a new contact person is created
Lead updated
Triggers when the details of an existing lead is updated
Note updated
Triggers when an existing note is updated
Note added
Triggers when a new note is added
Deal created
Triggers when a new deal is created
Lead created
Triggers when a new lead is created
Pipeline created
Triggers when a new pipeline is created
Activity updated
Triggers when the details of an existing activity is updated
Deal updated
Triggers when the details of an existing deal is updated
Activity created
Triggers when a new activity is created
Organization created
Triggers when a new organization is created
All Actions - Actions are the automated tasks
Create booking
Creates a new booking
Create client
Creates a new client
Create note
Creates a new note
Update client
Updates the details of an existing client
Update note
Updates the details of an existing note
Update booking
Updates the details of an existing booking
Get first available slots
Returns the first available slots for the selected service, provider, and date.
Fetch service
Fetches the details of an existing service using ID
Fetch product
Fetches the details of an existing product using ID
Fetch client
Fetches the details of an existing client using ID
Fetch ticket by code
Fetches the details of an existing ticket using ticket code
Fetch booking
Fetches the details of an existing booking using ID
Fetch provider
Fetches the details of an existing provider using ID
Fetch note
Fetches the details of an existing note using ID
Search product
Searches the details of an existing product using product name
Search client
Searches the details of an existing client using client name and email address
Search service
Searches the details of an existing service using service name
Search provider
Searches the details of an existing provider using provider name
Create organization
Creates a new organization
Create product
Creates a new product
Create activity
Creates a new activity
Update deal
Updates the details of an existing deal
Create lead
Creates a new lead
Create contact person
Creates a new contact person for the selected organization
Create notes
Creates a new note for the selected lead, deal, person, or organization
Create project
Creates a new project
Create deal
Creates a new deal
Update activity
Updates the details of an existing activity
Update lead
Updates the details of an existing lead
Update product
Updates the details of an existing product
Update organization
Updates the details of an existing organization
Update notes
Updates the details of an existing note
Update contact person
Updates the details of an existing contact person
Fetch lead
Fetch the details of an existing lead by ID or title
Fetch deal by title
Fetches the details of an existing deal by title
Fetch user by name
Fetches the details of an existing user by name
Fetch organization by name
Fetches the details of an existing organization by name
Fetch person by name
Fetches the details of an existing person record by name
Fetch person by email address
Fetches the details of an existing person by email address
Fetch person by phone number
Fetches the details of an existing person by phone number
Fetch activity
Fetches the details of an existing user activity
Fetch deal by ID
Fetches the details of an existing deal by ID
Fetch organization by ID
Fetches the details of an existing organization by ID
Fetch product by name
Fetches the details of an existing product by name
Fetch person by ID
Fetches the details of an existing person record by ID
What is SimplyBook?
SimplyBook is appointment and scheduling software that allows your clients to book your services online at any place, any time (24/7), and on any device while offering a variety of flexible features.
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What is Pipedrive?
Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.
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Logic
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Custom functions
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We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
Endless integrations. End to manual work.
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