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Automatically create Salesmate contacts from new Simplybook appointments, scaling lead generation without code. Latenode’s visual editor and affordable execution-based pricing make sophisticated automation accessible.
Connect Salesmate and Simplybook in minutes with Latenode.
Create Salesmate to Simplybook workflow
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Create a New Scenario to Connect Salesmate and Simplybook
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Salesmate, triggered by another scenario, or executed manually (for testing purposes). In most cases, Salesmate or Simplybook will be your first step. To do this, click "Choose an app," find Salesmate or Simplybook, and select the appropriate trigger to start the scenario.
Add the Salesmate Node
Select the Salesmate node from the app selection panel on the right.
Salesmate
Configure the Salesmate
Click on the Salesmate node to configure it. You can modify the Salesmate URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Simplybook Node
Next, click the plus (+) icon on the Salesmate node, select Simplybook from the list of available apps, and choose the action you need from the list of nodes within Simplybook.
Salesmate
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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.
Configure the Salesmate 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.
Set Up the Salesmate and Simplybook Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Simplybook
Trigger on Webhook
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Salesmate
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Salesmate, Simplybook, and any additional nodes, don’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 “Run once” and triggering an event to check if the Salesmate and Simplybook integration works as expected. Depending on your setup, data should flow between Salesmate and Simplybook (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Salesmate + Simplybook + Google Calendar: When a deal is closed in Salesmate, a new booking is automatically created in Simplybook. This new booking then triggers the creation of an event in Google Calendar.
Simplybook + Salesmate + Zoom: When a new booking is made in Simplybook, a new contact is created in Salesmate and a meeting is scheduled in Zoom.
About Salesmate
Automate Salesmate tasks within Latenode to streamline sales processes. Trigger actions like lead creation or deal updates based on events in other apps. Connect Salesmate to your marketing stack, enrich data, and manage follow-ups using visual workflows and custom logic, avoiding manual data entry. Scale your sales automation without code, paying only for execution time.
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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.
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How can I connect my Salesmate account to Simplybook using Latenode?
To connect your Salesmate account to Simplybook on Latenode, follow these steps:
Can I automatically update Salesmate deals based on Simplybook appointments?
Yes! Latenode lets you trigger Salesmate updates from Simplybook, ensuring your sales pipeline reflects real-time booking data, boosting accuracy and efficiency.
What types of tasks can I perform by integrating Salesmate with Simplybook?
Integrating Salesmate with Simplybook allows you to perform various tasks, including:
How do I handle errors in Salesmate workflows on Latenode?
Latenode’s error handling allows you to automatically retry failed tasks or send notifications, ensuring reliable Salesmate automation workflows.
Are there any limitations to the Salesmate and Simplybook integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: