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 ItMeeting 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 It
