ActiveCampaign + HoneyBook
Create or update ActiveCampaign contacts for new HoneyBook clients
Streamline your contact management process with this workflow. Whenever a new client is added in HoneyBook, a corresponding contact is updated or created in ActiveCampaign. This ensures that your contact list in ActiveCampaign is always up to date with the latest client information from HoneyBook, saving you valuable time and eliminating manual data entry.
Streamline your contact management process with this workflow. Whenever a new client is added in HoneyBook, a corresponding contact is updated or created in ActiveCampaign. This ensures that your contact list in ActiveCampaign is always up to date with the latest client information from HoneyBook, saving you valuable time and eliminating manual data entry.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- automatically do this!Create or Update Contact
Creates a new contact, or updates an existing contact.
- Free forever for core features
- 14 day trial for premium features & apps
Client Created
Triggers when a new client is created in HoneyBook.
Try ItNote
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
Meeting Scheduled
Trigger when a meeting is scheduled or changed
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
