ActiveCampaign + HoneyBook
Update ActiveCampaign contacts when HoneyBook project stages change
Stay ahead with your engagement strategy by using this workflow. When a project stage changes in HoneyBook, an update is initiated in ActiveCampaign to create or modify a contact. This reduces manual data entry, ensuring you always have the most recent contact information. Keep your contacts looped in at every stage of a project, aiding in more seamless communication and effective project management.
Stay ahead with your engagement strategy by using this workflow. When a project stage changes in HoneyBook, an update is initiated in ActiveCampaign to create or modify a contact. This reduces manual data entry, ensuring you always have the most recent contact information. Keep your contacts looped in at every stage of a project, aiding in more seamless communication and effective project management.
- When this happens...Project Stage Changed
Triggers when a project manually or automatically changes its stage.
- automatically do this!Create or Update Contact
Creates a new contact, or updates an existing contact.
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Client Created
Triggers when a new client is created in HoneyBook.
Try ItNew Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Try ItProject Stage Changed
Triggers when a project manually or automatically changes its stage.
Try ItFull NameRequired
EmailRequired
Address
Phone Number
New Inquiry
Triggers when a new inquiry is created.
Try ItNew Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Try ItClient Full NameRequired
Client EmailRequired
Phone Number
Project Type
Project Date
Project Details
Project Budget
Custom ObjectRequired
Trigger EventsRequired
Try It
