Integration with Mailchimp: Difference between revisions

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:2. Create an account at <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[https://zapier.com/ Zapier.com],</span> it only takes 1 minute.
:2. Create an account at <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[https://zapier.com/ Zapier.com],</span> it only takes 1 minute.
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:3. As well make sure you have <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Zapier_Connector_custom_feature|Zapier Connector]]</span> custom feature turned on in your SimplyBook.me account.
:3. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Zapier connector</span> custom feature on your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> page on SimplyBook.me side.
[[File:Zapier enable path redesigned.png|1200px|border | center|link=https://help.simplybook.me/images/b/b9/Zapier_enable_path_redesigned.png]]
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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. Connect to your Zapier account using the ‘’’Quick connect’’’ option
[[File:Create new zap updated.png|1200px|border| center|link=https://help.simplybook.me/images/6/60/Create_new_zap_updated.png]]
[[File:Quick connect zapier.png|1200px|border | center|link=https://help.simplybook.me/images/8/84/Quick_connect_zapier.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. Click on '''+ Create Zap''' button.
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[[File:Create zap path.png|1200px|border | center|link=https://help.simplybook.me/images/2/24/Create_zap_path.png]]
[[File:Select simpybook as trigger.png|border|center]]
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[[File:Select trigger sbm.png |border|center]]
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:6. Enable '''Zapier Connector''' custom feature on your custom features page.<br>
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.
:6. In the popup that appears find SimplyBook.me in the list of apps to connect to.
- Go to Zapier.com -> App connections page and click on “Add connection” button<br>
[[File:Zapier new sb as trigger.png|1200px|border | center|link=https://help.simplybook.me/images/1/13/Zapier_new_sb_as_trigger.png]]
[[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>
:7. Choose the desired trigger and the account that you have previously connected. Click "Continue".  
- Copy company login, user login, generate and copy API key from your SimpyBook.me account<br>
[[File:Zapier new choose trigger event.png|1200px|border | center|link=https://help.simplybook.me/images/4/45/Zapier_new_choose_trigger_event.png]]
[[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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- Paste them to the corresponding fields on Zapier.com side and click on “Continue” option there. The account gets connected.
:8. Test your trigger, select the sample record and proceed to the action step.  
[[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.
:9. 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.
[[File:Select mailchimp.png|border|center]]
[[File:Select mailchimp.png|border|center]]
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[[File:Select action on mailchimp side.png|border|center]]
[[File:Select action on mailchimp side.png|border|center]]
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:9. Connect <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">your MailChimp account.</span>
:10. Connect <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">your MailChimp account.</span>
[[File:Log in to mailchimp.png|border|center]]
[[File:Log in to mailchimp.png|border|center]]
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:10. <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Set the required fields</span> depending on the action you have selected.
:11. <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Set the required fields</span> depending on the action you have selected.
[[File:Mailchimp template.png|border|center]]
[[File:Mailchimp template.png|border|center]]
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:11. Confirm your choices and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">turn the Zap on.</span>
:12. Confirm your choices and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">turn the Zap on.</span>
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Latest revision as of 14:46, 17 April 2026



You can now add various functionality to the bookings that you receive in SimplyBook.me through the use of Zapier.com.
Here follows the detailed instruction on how to create a new zap that connects SimplyBook.me bookings to your email list at MailChimp.com.

1. First of all, make sure you have an account at MailChimp.com.



2. Create an account at Zapier.com, it only takes 1 minute.



3. Enable Zapier connector custom feature on your Custom features page on SimplyBook.me side.



4. Connect to your Zapier account using the ‘’’Quick connect’’’ option



5. Click on + Create Zap button.



6. In the popup that appears find SimplyBook.me in the list of apps to connect to.



7. Choose the desired trigger and the account that you have previously connected. Click "Continue".



8. Test your trigger, select the sample record and proceed to the action step.



9. Now select MailChimp as an action app and select the action that will take place when the trigger works.





10. Connect your MailChimp account.



11. Set the required fields depending on the action you have selected.



12. Confirm your choices and turn the Zap on.