Basin + HoneyBook
Create new HoneyBook clients from new Basin submissions
When a new submission occurs in Basin, this workflow instantly establishes a client profile in HoneyBook. It aids in streamlining your client onboarding process, ensuring no lead information is lost as it translates directly from your forms in Basin to your client management system in HoneyBook. Enhance your productivity with this seamless, automated process.
When a new submission occurs in Basin, this workflow instantly establishes a client profile in HoneyBook. It aids in streamlining your client onboarding process, ensuring no lead information is lost as it translates directly from your forms in Basin to your client management system in HoneyBook. Enhance your productivity with this seamless, automated process.
- When this happens...New Submission
Triggers when your form receives a submission.
- automatically do this!Create Client
Create a new client in HoneyBook
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New Submission
Triggers when your form receives a submission.
Try ItNew 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
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
