Connecteam + HoneyBook
Create new Connecteam users from new HoneyBook inquiries
This workflow kicks into action each time a fresh inquiry surfaces in the HoneyBook app, immediately creating a new user profile in the Connecteam app. This automatic process eliminates the need for manual data entry, saving your team valuable time. It ensures that all user information is updated and consistent across both platforms, fostering smooth collaboration and improved engagement.
This workflow kicks into action each time a fresh inquiry surfaces in the HoneyBook app, immediately creating a new user profile in the Connecteam app. This automatic process eliminates the need for manual data entry, saving your team valuable time. It ensures that all user information is updated and consistent across both platforms, fostering smooth collaboration and improved engagement.
- When this happens...New Inquiry
Triggers when a new inquiry is created.
- automatically do this!Create User
Creates a new user in Connecteam
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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
