Aisle Planner + HoneyBook
Create new Aisle Planner leads from newly booked HoneyBook projects
Automate your project bookings between HoneyBook and Aisle Planner to minimize manual input and maximize productivity. When a new project gets booked via HoneyBook, the same project will also be reserved on Aisle Planner, allowing you to concentrate more on strategic planning and client interaction. With this workflow, you streamline your booking procedures and save valuable time, boosting your efficiency and alleviating the risk of data entry errors.
Automate your project bookings between HoneyBook and Aisle Planner to minimize manual input and maximize productivity. When a new project gets booked via HoneyBook, the same project will also be reserved on Aisle Planner, allowing you to concentrate more on strategic planning and client interaction. With this workflow, you streamline your booking procedures and save valuable time, boosting your efficiency and alleviating the risk of data entry errors.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create Lead
Creates a new lead.
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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
New Lead
Trigger when a new lead is created.
Try It
