SimplyMeet.me connector

Use your SimplyMeet.me data for reporting, automation and AI.

Data Panda brings your SimplyMeet.me booking data together with the data from the rest of your business. From one place, we turn it into dashboards, automations, AI workflows and custom apps your sales, recruiting and customer-success teams use every day.

SimplyMeet.me
 Data Panda Reporting Automation AI Apps
SimplyMeet.me
About SimplyMeet.me

A scheduling link with Harmonizely roots and a SimplyBook.me parent.

SimplyMeet.me is a meeting-scheduling tool aimed at individuals and small teams that want a free or low-cost link to share with prospects, candidates and clients. The product started life in 2016 as Harmonizely, built by Rafal Muzynski with a focus on CalDAV calendars at a time when most competitors only spoke Google and Outlook. SimplyBook.me Ltd. acquired Harmonizely in June 2021 and relaunched it under the SimplyMeet.me name, while keeping its larger SimplyBook.me booking platform as a separate product for service businesses that need full membership, classes and product sales.

The product positions itself as a free-for-individuals Calendly alternative. It connects to Google Calendar, Outlook, Office 365, Apple iCal and other CalDAV calendars, generates Zoom, Teams, Google Meet and Whereby links per booking, and accepts payments through SBpay.me with Stripe, PayPal, Square, Adyen and a few others. Round-robin, group meetings, polls, recurring meetings, routing forms, custom intake questions, embeds for WordPress, Shopify and Wix and a Zapier connection to roughly 1,500 other tools round out the surface.

What your SimplyMeet.me data is for

What you get once SimplyMeet.me is connected.

Booking-funnel reporting

Book-rate, no-show rate and time-to-meet per meeting type, source and owner.

  • Book-rate per traffic source and per landing page that hosts the link
  • No-show rate per meeting type and per attendee segment
  • Time-to-meet from first invite to confirmed slot, week over week

Booking-event automation

Let a SimplyMeet.me booking trigger the rest of the stack without a Zapier middleman per use case.

  • A new booking creates or updates the CRM contact and opens the right deal stage
  • A no-show triggers a re-engagement sequence routed to the original owner
  • An intake-form answer flips the meeting type or owner before the slot is confirmed

AI workflows

Put booking and intake data behind AI that helps the team qualify and route.

  • Lead scoring on intake-form answers, traffic source and historical close rate
  • Recommended meeting type per persona based on past book-to-close patterns
  • No-show prediction per booking, used to choose the reminder cadence

Custom apps on your data

Small internal tools on SimplyMeet.me data for sales-ops, recruiting and CS leads.

  • SDR workbench with bookings per rep, no-show rate and follow-up state
  • Recruiter view of interview bookings, stage and time-to-offer
  • CS dashboard of QBR bookings per account against renewal date
Use cases

Use cases we deliver with SimplyMeet.me data.

A list of concrete reports, automations and AI features we have built on SimplyMeet.me data. Pick the one that matches your situation.

Book-rate per sourceBookings divided by sessions or invitations on the page or sequence that hosts the link.
No-show rate per meeting typeConfirmed bookings that never happen, split by meeting type, owner and reminder variant.
Time-to-meet per segmentHours or days between first touch and confirmed slot, by persona and channel.
Routing-form drop-offWhere intake-form answers cause people to leave before booking a slot.
Round-robin load balanceBookings per team member against target capacity and live availability.
Recruiter pipelineInterview bookings per stage, time-to-offer and interviewer load.
CS QBR coverageQuarterly review bookings per account against renewal date and ARR band.
Paid-meeting collectionSBpay.me bookings, paid versus unpaid, refund rate per meeting type.
Reminder-cadence A/BNo-show rate per reminder variant, controlled for meeting type and persona.
Calendar-coverage auditHours offered through the link versus available hours per owner per week.
Value for everyone in the organisation

Where each function gets value.

For finance leaders

SBpay.me bookings reconciled against Stripe and PayPal payouts, refund rate per meeting type and unpaid-but-confirmed slots. Paid meetings stop being a side dataset and join the same revenue table as everything else.

For sales leaders

Book-rate per traffic source and per SDR, no-show rate per meeting type, time-to-meet per segment and routing-form drop-off per question. The number on the booking link is finally tied back to the deal it produced or did not produce, instead of stopping at the confirmation page.

For operations

Round-robin load per owner, calendar-coverage audit per week and intake-form completion rate. The team lead sees where one rep is buried and another is empty, and where intake questions are quietly killing the booking.

Ideas

What you can automate with SimplyMeet.me.

Pair with HubSpot

Bring SimplyMeet.me bookings into the HubSpot timeline

SimplyMeet.me bookings, intake-form answers and no-shows land on the HubSpot contact and deal as activities and custom properties. Sales sees the meeting history when they pick up a call, lifecycle stages move on real bookings instead of on form submits, and reporting can split first-time bookers from regulars without a parallel spreadsheet.

Pair with Salesforce

Sync SimplyMeet.me bookings into Salesforce

Each SimplyMeet.me booking lands as an Event or Task on the matched Lead, Contact or Opportunity in Salesforce, with intake-form answers as custom fields and the meeting type as the activity sub-type. Reps see the meeting history without leaving Salesforce, and reports can split book-to-close ratio per meeting type, owner and source.

Pair with Slack

Send SimplyMeet.me booking signals to the right Slack channel

New high-value bookings, second no-shows in a quarter and intake-form answers that flag a strategic account drop into the Slack channel of the team they touch. The owner stops refreshing the SimplyMeet.me dashboard between meetings and gets the three signals that matter, with one click back to the booking.

Pair with Intercom

Trigger Intercom flows from SimplyMeet.me bookings

SimplyMeet.me booking, no-show and completion events feed Intercom as user attributes and custom events. Pre-meeting prep, post-meeting follow-up and reschedule prompts fire on the booking itself, and Intercom audiences can target the people who never showed up separately from the people who did.

Pair with monday.com

Open monday.com items from SimplyMeet.me bookings

Each new SimplyMeet.me booking opens or updates an item on the right monday.com board, with attendee, meeting type, owner and intake answers as columns. Recruiting boards reflect actual interview slots, project boards show kickoff bookings, and the team stops maintaining the same booking list in two places.

Pair with Mailchimp

Segment Mailchimp on real SimplyMeet.me behaviour

SimplyMeet.me booking history, last meeting date, no-show count and intake answers push into Mailchimp as merge fields and tags. Reactivation goes to people who booked once and never came back, no-show offenders skip the discount campaign, and first-time attendees get a different post-meeting flow than repeat bookers.

Your existing tools

Your data lands in a warehouse. Your BI tools read from it.

You keep the reporting tool you already have. We connect it to the warehouse where your SimplyMeet.me data lives.

Power BI logo
Power BI Microsoft
Microsoft Fabric logo
Fabric Microsoft
Snowflake logo
Snowflake Data warehouse
Google BigQuery logo
BigQuery Google
Tableau logo
Tableau Visualisation
Microsoft Excel logo
Excel Sheets & pivots
Three steps

From SimplyMeet.me to answers in three steps.

01

Connect securely

OAuth authentication. Read-only by default. We sign a DPA and your admin keeps the keys.

02

Land in your warehouse

Data flows into your warehouse on your schedule. Near real time or nightly, your call. You own the data.

03

Reporting, automation, AI

We build the first dashboard, workflow or AI feature with you, then hand over the keys. Or we stay on for ongoing delivery.

Two ways to work with us

Pick the track that fits how you work.

Track 01

Self-serve

We set up the foundation. Your team builds on top.

  • SimplyMeet.me connector configured and running
  • Warehouse set up in your cloud account
  • Clean access for your Power BI, Fabric or Tableau team
  • Documentation on what's in the data model
  • Sync monitoring so you're warned before reports break

Best fit Teams that already have a BI analyst or data engineer and want to own the build.

Track 02

Done for you

We build the whole thing, end to end.

  • Everything in Self-serve
  • Dashboards built to the questions your team actually asks
  • Automations between your systems
  • AI workflows scoped to real tasks your team runs
  • Custom apps where a dashboard does not cut it
  • Ongoing delivery at a pace that fits your team

Best fit Teams without in-house BI or dev capacity. You tell us what you need and we deliver it.

Before you book

Frequently asked questions.

Who owns the data?

You do. It lands in your warehouse, on your cloud account. We don't resell or aggregate it. If you stop working with us, the warehouse stays yours and keeps running.

How fresh is the data?

Near real time for most operational systems. For heavier sources we schedule hourly or nightly. You pick based on what the reports need.

Do I need a warehouse already?

No. If you don't have one, we help you pick one and set it up as part of the first delivery. Common starting points are Snowflake, Microsoft Fabric, or a small Postgres start.

GDPR-compliant
Data stays in the EU
You own the warehouse

A first deliverable live in four to six weeks.

We review your SimplyMeet.me setup and the systems around it. Together we pick the first thing worth building.

Book a call See our other connectors