HoneyBook + OpenPhone
Create or update OpenPhone contacts when new projects are booked in HoneyBook
Track your new HoneyBook project bookings efficiently with this workflow. When a new project booking happens in your HoneyBook platform, it will generate or update the corresponding contact in your OpenPhone app. This automation helps you stay organized and saves you the need to manually input contact details.
Track your new HoneyBook project bookings efficiently with this workflow. When a new project booking happens in your HoneyBook platform, it will generate or update the corresponding contact in your OpenPhone app. This automation helps you stay organized and saves you the need to manually input contact details.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create or Update Contact
Creates a contact or updates an existing 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
Select Phone NumbersRequired
Try It
