Can SimplyBook.me and Salesforce talk in both directions?

Yes. Build one flow that starts in SimplyBook.me and acts in Salesforce, and a second that runs the other way, in the same project.

On our EU cloud in Frankfurt, or self-hosted on your own infrastructure with Docker or Kubernetes. The MIT-licensed core means there is always an exit.

Connect SimplyBook.me to Salesforce

Move data between SimplyBook.me and Salesforce the moment it happens. Build the flow visually, or let AI write it for you, then run it on our cloud or your own infrastructure.

Start building Explore SimplyBook.me Explore Salesforce

SimplyBook.me triggers: 6
SimplyBook.me actions: 10
Salesforce triggers: 9
Salesforce actions: 27

Automation ideas

What you can build with SimplyBook.me and Salesforce

A few flows teams run between SimplyBook.me and Salesforce. Use one as a starting point, or build your own from scratch.

New Booking in SimplyBook.me creates Add Contact to Campaign in Salesforce
Triggers when a new booking is created in SimplyBook.me
New Case Attachment in Salesforce creates Create Booking in SimplyBook.me
Fires when a new Attachment or File is added to any Case record.
New Booking in SimplyBook.me creates Add File to Record in Salesforce
Triggers when a new booking is created in SimplyBook.me
New Case Attachment in Salesforce creates Set Booking Comment in SimplyBook.me
Fires when a new Attachment or File is added to any Case record.
New Booking in SimplyBook.me creates Add Lead to Campaign in Salesforce
Triggers when a new booking is created in SimplyBook.me
New Case Attachment in Salesforce creates Add Client in SimplyBook.me
Fires when a new Attachment or File is added to any Case record.

Questions, answered

No. Pick a trigger on either piece and an action on the other, map the fields, and turn the flow on. Add a code step later only if you want to.

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