BizConnect + HoneyBook
Create new HoneyBook clients from new BizConnect contacts
Streamline your client onboarding process with this workflow. Whenever a new contact is added in BizConnect, a new client is created in HoneyBook. This not only saves you from manual data entry but also ensures your client information is consistent and up-to-date across both platforms. Start leveraging your time better with this efficient process.
Streamline your client onboarding process with this workflow. Whenever a new contact is added in BizConnect, a new client is created in HoneyBook. This not only saves you from manual data entry but also ensures your client information is consistent and up-to-date across both platforms. Start leveraging your time better with this efficient process.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Client
Create a new client in HoneyBook
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New Contact
Triggers when a new contact is created.
Try ItClient 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).
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First NameRequired
Last Name
Email
Company Name
Job Title
Mobile Numbers
Phone Numbers
Fax
PO Box
Address
Postal(ZIP) Code
City
State
Country
Website
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.
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