Connect your booking system directly to HubSpot
A booking is the first transaction of a customer relationship. Don't leave it stranded in another system.
We connect SimplyBook.me to HubSpot so appointments, customer information and booking activity flow into your CRM automatically. Every booking becomes a trigger for personalised communication, automation and reporting, instead of a line item in a separate calendar.
Booking data inside HubSpot, plus the automation layer that turns it into customer experience and revenue.
From booking to HubSpot action, in real time
Every appointment event becomes structured data in HubSpot, ready for segmentation, reporting and automation.
SimplyBook.me booking, change or cancellation
Real-time sync
HubSpot contact, custom object and deal updated
Reminders, follow-ups and workflows triggered automatically
Everything required to make bookings a CRM-grade asset
From the foundational sync to the custom layer on top, we build the integration so HubSpot fits your business, not the other way around.
Booking synchronisation
Appointments made through SimplyBook.me sync into HubSpot automatically, so your team can manage bookings alongside the rest of the customer journey.
Contact synchronisation
Customer records are created or updated automatically, keeping your CRM current with the latest contact information and booking history.
Custom object integration
Where it makes sense, appointments are stored as custom objects in HubSpot, so you can report on bookings, associate appointments with contacts or companies and build advanced workflows around appointment data.
Real-time updates
New bookings, cancellations and changes sync in real time, so HubSpot always reflects the latest customer activity.
Automated booking journeys
Once booking data is in HubSpot, you can automate every stage of the customer journey, including appointment confirmations, SMS and WhatsApp reminders, pre-appointment information, post-appointment follow-ups, review requests, rebooking reminders, missed appointment recovery and customer satisfaction surveys.
Advanced CRM workflows
Booking activity becomes a trigger for the wider business, including creating deals from new enquiries, assigning appointments to team members, updating lifecycle stages, creating internal tasks, notifying staff of high-value bookings and triggering nurture campaigns based on appointment outcomes.
Reporting and insights
Build dashboards that give you a real picture of the business, including appointment volume, booking conversion rates, revenue by service, cancellation rates, customer retention, repeat bookings, marketing attribution and team performance.
Built around your business
Every SimplyBook.me integration is tailored to your processes. Whether you need a straightforward booking sync or a fully automated customer journey with custom workflows, reporting and integrations, we make sure your booking system works alongside HubSpot.
Built for service businesses that want booking to do more than hold appointments
We work best with service businesses running SimplyBook.me who want their booking system to do more than just hold appointments.
This is a good fit if any of these sound familiar:
- Customer data lives in SimplyBook.me and HubSpot separately and doesn't reconcile
- Appointment reminders, follow-ups and review requests are inconsistent or handled by hand
- You can't easily report on cancellation rates, repeat bookings or revenue by service in one place
- High-value bookings should trigger internal alerts, tasks or sales follow-up, but currently don't
- You want your marketing team to segment customers by appointment history and service type
Ready to connect SimplyBook.me to HubSpot?
Talk to our team about a SimplyBook.me x HubSpot integration tailored to how your business actually books.