Constant Contact + HoneyBook
Create new contacts in Constant Contact when new projects are booked in HoneyBook
When a new project gets booked in HoneyBook, set an automation that results in a contact being created in Constant Contact. This systematic approach not only streamlines your work process but ensures every new client becomes part of your marketing initiatives without any extra effort. It's your ticket to seamless organization and improved efficiency.
When a new project gets booked in HoneyBook, set an automation that results in a contact being created in Constant Contact. This systematic approach not only streamlines your work process but ensures every new client becomes part of your marketing initiatives without any extra effort. It's your ticket to seamless organization and improved efficiency.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create Contact
Triggers when a new contact is added to your account.
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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
