Constant Contact + HoneyBook
Update contacts in Constant Contact when new inquiries arrive in HoneyBook
Streamline your customer management process with this efficient workflow. When a new inquiry arrives in HoneyBook, it leads to an immediate contact update in Constant Contact. This automation ensures your contact information stays current, saving you time and reducing the risk of errors. Benefit from a seamless information flow between your project management and email marketing platforms, enhancing your business efficiency.
Streamline your customer management process with this efficient workflow. When a new inquiry arrives in HoneyBook, it leads to an immediate contact update in Constant Contact. This automation ensures your contact information stays current, saving you time and reducing the risk of errors. Benefit from a seamless information flow between your project management and email marketing platforms, enhancing your business efficiency.
- When this happens...New Inquiry
Triggers when a new inquiry is created.
- automatically do this!Update Contact
Updates a contact in your account. Empty values will be cleared on the contact. If the contact being updated is deleted, the contact will be revived.
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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
