Add new HoneyBook clients to a Flodesk segment automatically
Streamline your client communication process with this workflow. When a new client is created in HoneyBook, it instantly adds that client to a specific segment in your Flodesk account. This enhances your customer relationship management by ensuring your new clients receive the right communication at the right time, improving engagement and satisfaction.
Streamline your client communication process with this workflow. When a new client is created in HoneyBook, it instantly adds that client to a specific segment in your Flodesk account. This enhances your customer relationship management by ensuring your new clients receive the right communication at the right time, improving engagement and satisfaction.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- automatically do this!Add Existing Subscriber to Segment
Adds a subscriber to a segment. Note: the email address must already exist in Flodesk, or this zap will fail.
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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