Add or update Brevo contacts when new clients are created in HoneyBook
Create an efficient workflow to manage your business contacts. When a new client is added in HoneyBook, this workflow will immediately update or add their contact information in the Brevo app. Save time and prevent duplication by keeping your contact lists up-to-date between both platforms. This automation allows you to focus on more important aspects of your business while maintaining organized and updated records.
Create an efficient workflow to manage your business contacts. When a new client is added in HoneyBook, this workflow will immediately update or add their contact information in the Brevo app. Save time and prevent duplication by keeping your contact lists up-to-date between both platforms. This automation allows you to focus on more important aspects of your business while maintaining organized and updated records.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- automatically do this!Add or Update Contact
Adds or updates a 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
Campaign StatusRequired
Try It