Brevo + HoneyBook
Add or update Brevo contacts when new clients are created in HoneyBook
Ensure that you are always on top of your customer relationships as soon as they begin. With this workflow, when a new client profile is created in HoneyBook, their contact information will be added or updated seamlessly in Brevo. This simplifies your client management process by ensuring all critical client data is accurately maintained across both platforms.
Ensure that you are always on top of your customer relationships as soon as they begin. With this workflow, when a new client profile is created in HoneyBook, their contact information will be added or updated seamlessly in Brevo. This simplifies your client management process by ensuring all critical client data is accurately maintained across both platforms.
- 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
