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ActiveCampaign + HoneyBook

Create or update ActiveCampaign contacts for new HoneyBook projects

Stay organized and nurture client relationships with this seamless workflow between HoneyBook and ActiveCampaign. When you book a new project in HoneyBook, this automation will create or update a contact in ActiveCampaign, ensuring your CRM stays up-to-date and allowing you to easily manage your client communication. Say goodbye to manual entry and enjoy a smoother, more efficient process.

Stay organized and nurture client relationships with this seamless workflow between HoneyBook and ActiveCampaign. When you book a new project in HoneyBook, this automation will create or update a contact in ActiveCampaign, ensuring your CRM stays up-to-date and allowing you to easily manage your client communication. Say goodbye to manual entry and enjoy a smoother, more efficient process.

  1. When this happens...
    HoneyBookHoneyBook
    New Project Booked

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

    TriggerInstant
  2. automatically do this!
    ActiveCampaignActiveCampaign
    Create or Update Contact

    Creates a new contact, or updates an existing contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • 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 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
    • Custom ObjectRequired

    • Trigger EventsRequired

    Trigger
    Instant
    Try It
activecampaign logo
activecampaign logo

About ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.
Help

Related categories

  • Marketing Automation

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