Customer.io and Simplybook Integration

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Automatically add new Simplybook appointments to Customer.io to trigger personalized campaigns. Latenode's visual editor and affordable pay-by-execution pricing makes advanced customer journeys easier than ever.

Customer.io + Simplybook integration

Connect Customer.io and Simplybook in minutes with Latenode.

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Automate your workflow

Swap Apps

Customer.io

Simplybook

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Customer.io and Simplybook

Create a New Scenario to Connect Customer.io and Simplybook

In the workspace, click the โ€œCreate New Scenarioโ€ button.

Add the First Step

Add the first node โ€“ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Customer.io, triggered by another scenario, or executed manually (for testing purposes). In most cases, Customer.io or Simplybook will be your first step. To do this, click "Choose an app," find Customer.io or Simplybook, and select the appropriate trigger to start the scenario.

Add the Customer.io Node

Select the Customer.io node from the app selection panel on the right.

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Customer.io

Configure the Customer.io

Click on the Customer.io node to configure it. You can modify the Customer.io URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect Customer.io

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Run node once

Add the Simplybook Node

Next, click the plus (+) icon on the Customer.io node, select Simplybook from the list of available apps, and choose the action you need from the list of nodes within Simplybook.

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Customer.io

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Simplybook

Authenticate Simplybook

Now, click the Simplybook node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Simplybook settings. Authentication allows you to use Simplybook through Latenode.

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Configure the Customer.io and Simplybook Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Run node once

Set Up the Customer.io and Simplybook Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that donโ€™t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Customer.io, Simplybook, and any additional nodes, donโ€™t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking โ€œRun onceโ€ and triggering an event to check if the Customer.io and Simplybook integration works as expected. Depending on your setup, data should flow between Customer.io and Simplybook (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Customer.io and Simplybook

Simplybook + Customer.io + Slack: When a new booking is made in Simplybook, a new customer profile is created or updated in Customer.io. Then, a notification is sent to a designated Slack channel to alert the team of the new booking.

Simplybook + Google Sheets + Customer.io: Upon a new appointment being booked in Simplybook, the appointment details are added as a new row in Google Sheets. This event then triggers a personalized onboarding sequence for the client within Customer.io.

Customer.io and Simplybook integration alternatives

About Customer.io

Use Customer.io in Latenode to automate personalized messaging based on real-time user behavior. React instantly to events like purchases or sign-ups. Build flows that segment users, trigger custom emails, and update profiles automatically. Orchestrate complex campaigns and keep data consistent across platforms.

Related categories

About Simplybook

Automate booking workflows with Simplybook in Latenode. Sync schedules, manage appointments, and trigger follow-up actions without manual work. Connect booking data to CRMs, payment gateways, or marketing tools. Latenode's visual builder and flexible integrations make automating complex booking processes easy and scalable, exceeding Simplybook's built-in options.

See how Latenode works

FAQ Customer.io and Simplybook

How can I connect my Customer.io account to Simplybook using Latenode?

To connect your Customer.io account to Simplybook on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Customer.io and click on "Connect".
  • Authenticate your Customer.io and Simplybook accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I personalize customer messages after booking an appointment?

Yes, you can! Latenode allows you to trigger personalized Customer.io messages based on Simplybook appointment details, enhancing customer engagement and follow-up.

What types of tasks can I perform by integrating Customer.io with Simplybook?

Integrating Customer.io with Simplybook allows you to perform various tasks, including:

  • Add new Simplybook clients to Customer.io as new contacts.
  • Trigger Customer.io campaigns upon specific booking events.
  • Update customer attributes in Customer.io after appointment completion.
  • Send SMS reminders via Customer.io based on Simplybook appointments.
  • Segment customers in Customer.io based on their booking history.

Can I use JavaScript code to transform booking data in Latenode?

Yes! Latenode supports JavaScript, enabling you to customize and transform data between Customer.io and Simplybook for advanced workflows.

Are there any limitations to the Customer.io and Simplybook integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations may require JavaScript coding.
  • Real-time synchronization depends on API rate limits.
  • Custom fields in Simplybook need manual mapping.

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