HoneyBook + HubSpot
Create new HubSpot contacts when clients are created in HoneyBook
Elevate your customer management by linking your HoneyBook and HubSpot apps with this streamlined workflow. Whenever you add a new client on HoneyBook, it initiates the creation of a new contact in HubSpot. This swift, seamless process ensures that no potential client slips through the cracks and your HubSpot database remains up-to-date with every new connection from HoneyBook. This automatic connection simultaneously saves time, increases efficiency, and helps to nurture essential professional relationships.
Elevate your customer management by linking your HoneyBook and HubSpot apps with this streamlined workflow. Whenever you add a new client on HoneyBook, it initiates the creation of a new contact in HubSpot. This swift, seamless process ensures that no potential client slips through the cracks and your HubSpot database remains up-to-date with every new connection from HoneyBook. This automatic connection simultaneously saves time, increases efficiency, and helps to nurture essential professional relationships.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- automatically do this!Create Contact
Creates a Contact in HubSpot.
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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
Note
Additional properties to retrieve
Try It
