Google Sheets + HoneyBook
Create new Google Sheets columns for new HoneyBook clients
Keep track of new clients in HoneyBook by seamlessly adding them to your Google Sheets. With this workflow, every time you have a new client in HoneyBook, a new column will be created in your chosen Google Sheets spreadsheet. This automation ensures you won't miss recording any client data, making client tracking and management efficient and effortless.
Keep track of new clients in HoneyBook by seamlessly adding them to your Google Sheets. With this workflow, every time you have a new client in HoneyBook, a new column will be created in your chosen Google Sheets spreadsheet. This automation ensures you won't miss recording any client data, making client tracking and management efficient and effortless.
- When this happens...
Client CreatedTriggers when a new client is created in HoneyBook.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
ActionWriteCreate a new record or update an existing record in your app.
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Client Created
Triggers when a new client is created in HoneyBook.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Stage Changed
Triggers when a project manually or automatically changes its stage.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Full NameRequired
EmailRequired
Address
Phone Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New Inquiry
Triggers when a new inquiry is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Client Full NameRequired
Client EmailRequired
Phone Number
Project Type
Project Date
Project Details
Project Budget
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Related categories
About HoneyBook
HoneyBook is the leading client-flow platform independent businesses use to showcase services, book clients, manage projects, and get paid.
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