Brevo + HoneyBook
Create and update Brevo contacts for every new client in HoneyBook
Streamline your customer management process with this seamless workflow. When you add a new client in HoneyBook, their information is immediately transferred to Brevo, where a new contact is created or an existing one is updated. This efficient process keeps your client files in order, ensuring accurate and up-to-date information across platforms. Be ahead in customer relationship management with this effortless integration between HoneyBook and Brevo.
Streamline your customer management process with this seamless workflow. When you add a new client in HoneyBook, their information is immediately transferred to Brevo, where a new contact is created or an existing one is updated. This efficient process keeps your client files in order, ensuring accurate and up-to-date information across platforms. Be ahead in customer relationship management with this effortless integration between HoneyBook and Brevo.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- automatically do this!Add or Update Contact
Adds or updates a contact.
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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
