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Capsule CRM + HoneyBook

Create new contacts in Capsule CRM from new inquiries in HoneyBook

Save time and streamline your workflow with this automation that effortlessly connects HoneyBook to Capsule CRM. Whenever there's a new inquiry in HoneyBook, this workflow will promptly create a corresponding contact in Capsule CRM. Now you can effortlessly stay atop of all your contacts, ensuring nothing slips through the cracks.

Save time and streamline your workflow with this automation that effortlessly connects HoneyBook to Capsule CRM. Whenever there's a new inquiry in HoneyBook, this workflow will promptly create a corresponding contact in Capsule CRM. Now you can effortlessly stay atop of all your contacts, ensuring nothing slips through the cracks.

  1. When this happens...
    HoneyBookHoneyBook
    New Inquiry

    Triggers when a new inquiry is created.

    TriggerInstant
  2. automatically do this!
    Capsule CRMCapsule CRM
    Create Contact

    Creates a new Person or Organisation.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • HoneyBook triggers, actions, and search

    Client Created

    Triggers when a new client is created in HoneyBook.

    Trigger
    Instant
    Try It
  • HoneyBook triggers, actions, and search

    New Payment Paid

    Triggers when any payment is successfully paid by the client (including manual payments).

    Trigger
    Instant
    Try It
  • HoneyBook triggers, actions, and search

    Project Stage Changed

    Triggers when a project manually or automatically changes its stage.

    Trigger
    Instant
    Try It
    • Full NameRequired

    • EmailRequired

    • Address

    • Phone Number

    Action
    Write
  • HoneyBook triggers, actions, and search

    New Project Booked

    Triggers when a project is booked (an agreement/proposal signed or retainer paid).

    Trigger
    Instant
    Try It
    • Client Full NameRequired

    • Client EmailRequired

    • Phone Number

    • Project Type

    • Project Date

    • Project Details

    • Project Budget

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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honeybook logo

About HoneyBook

HoneyBook is the leading client-flow platform independent businesses use to showcase services, book clients, manage projects, and get paid.

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