SimplyBook.me

Integration with Mailchimp: Difference between revisions

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|title=Integration with Mailchimp - SimplyBook.me
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|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, setup, setup help, support, help content, zapier connection, mailchimp integration, mailchimp marketing, marketing integrations
|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, setup, setup help, support, help content, zapier connection, mailchimp integration, mailchimp marketing, marketing integrations
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You can now add various functionality to the bookings that you receive in SimplyBook.me through the use of Zapier.com.<br>
You can now add various functionality to the bookings that you receive in SimplyBook.me through the use of Zapier.com.<br>
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:4. After logging into Zapier select to create a new ZAP by clicking on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Make a Zap</span> button at the top.
:4. After logging into Zapier select to create a new ZAP by clicking on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Make a Zap</span> button at the top.
[[File:Add new zap in zapier path upd.png|border|center]]
[[File:Create new zap updated.png|1200px|border| center|link=https://help.simplybook.me/images/6/60/Create_new_zap_updated.png]]
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:5. Next <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">choose a trigger app</span> - put SimplyBook in the searchbox to find and select it.
:5. Next <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">choose a trigger app</span> - put SimplyBook in the searchbox to find and select it.
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[[File:Select trigger sbm.png |border|center]]
[[File:Select trigger sbm.png |border|center]]
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:6. Now you need to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">connect your SimplyBook.me account.</span><br>
:6. Enable '''Zapier Connector''' custom feature on your custom features page.<br>
[[File:Connect to simplybook.png |border|center]]
Connect to your Zapier account using the ‘’’Quick connect’’’ option there.
[[File:Quick connect zapier.png|1200px|border | center|link=https://help.simplybook.me/images/8/84/Quick_connect_zapier.png]]
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:7. Or you can choose a manual connection by credentials.
- Go to Zapier.com -> App connections page and click on “Add connection” button<br>
[[File:Add connection zapeir side.png|1200px|border | center|link=https://help.simplybook.me/images/c/c2/Add_connection_zapeir_side.png]]
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- Select SimplyBook.me<br>
- Copy company login, user login, generate and copy API key from your SimpyBook.me account<br>
[[File:Zapier manual connection new.png|1200px|border | center|link=https://help.simplybook.me/images/c/c3/Zapier_manual_connection_new.png]]
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:7. Make sure to have your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">login information to your SimplyBook.me account</span> and insert it to the relevant boxes. Confirm the selections.
- Paste them to the corresponding fields on Zapier.com side and click on “Continue” option there. The account gets connected.
[[File:Sbm credentials to zapier.png|border|center]]
[[File:Credentials on zapier side new.png|1200px|border | center|link=https://help.simplybook.me/images/e/e9/Credentials_on_zapier_side_new.png]]
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:8. Now <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">select MailChimp as an action app</span> and select the action that will take place when the trigger works.
:8. Now <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">select MailChimp as an action app</span> and select the action that will take place when the trigger works.
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:11. Confirm your choices and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">turn the Zap on.</span>
:11. Confirm your choices and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">turn the Zap on.</span>
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