HoneyBook + Klaviyo

Create new Klaviyo profiles from newly created HoneyBook clients

Easily streamline your client onboarding process with this automation. With this workflow, every time a new client is added in your HoneyBook app, their profile will be included in a designated list on Klaviyo. This allows for smooth communication and effective client management, without the need for manually transferring data between the two platforms. Take advantage of this workflow to enhance client engagement and save valuable time.

Easily streamline your client onboarding process with this automation. With this workflow, every time a new client is added in your HoneyBook app, their profile will be included in a designated list on Klaviyo. This allows for smooth communication and effective client management, without the need for manually transferring data between the two platforms. Take advantage of this workflow to enhance client engagement and save valuable time.

  1. When this happens...
    HoneyBookHoneyBook
    Client Created

    Triggers when a new client is created in HoneyBook.

    TriggerInstant
  2. automatically do this!
    KlaviyoKlaviyo
    Add Profile to List

    Adds an existing profile to a list

    ActionWrite
Start free with email
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

  • HoneyBook triggers, actions, and search

    Client Created

    Triggers when a new client is created in HoneyBook.

    Trigger
    Instant
    Try It
  • HoneyBook triggers, actions, and search

    New Payment Paid

    Triggers when any payment is successfully paid by the client (including manual payments).

    Trigger
    Instant
    Try It
  • HoneyBook triggers, actions, and search

    Project Stage Changed

    Triggers when a project manually or automatically changes its stage.

    Trigger
    Instant
    Try It
    • Full NameRequired

    • EmailRequired

    • Address

    • Phone Number

    Action
    Write
  • HoneyBook triggers, actions, and search

    New Inquiry

    Triggers when a new inquiry is created.

    Trigger
    Instant
    Try It
  • HoneyBook triggers, actions, and search

    New Project Booked

    Triggers when a project is booked (an agreement/proposal signed or retainer paid).

    Trigger
    Instant
    Try It
    • Client Full NameRequired

    • Client EmailRequired

    • Phone Number

    • Project Type

    • Project Date

    • Project Details

    • Project Budget

    Action
    Write
    • Metric

    Trigger
    Scheduled
    Try It
honeybook logo
honeybook logo

About HoneyBook

HoneyBook is the leading client-flow platform independent businesses use to showcase services, book clients, manage projects, and get paid.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
klaviyo logo
klaviyo logo

About Klaviyo

Klaviyo is an email marketing platform. Powered by data, built for ecommerce and web businesses.
Learn more

Related categories

  • Marketing Automation

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier