EmailOctopus + HoneyBook
Add new HoneyBook inquiries to EmailOctopus as updated contacts
When a new inquiry comes in via HoneyBook, this workflow ensures that you stay connected by adding or updating the contact in EmailOctopus. Perfect for efficiently maintaining your mailing list by incorporating information from your business management platform in real time, effectively optimizing your email marketing efforts. Ease your communication process and ensure no potential lead slips through the gaps.
When a new inquiry comes in via HoneyBook, this workflow ensures that you stay connected by adding or updating the contact in EmailOctopus. Perfect for efficiently maintaining your mailing list by incorporating information from your business management platform in real time, effectively optimizing your email marketing efforts. Ease your communication process and ensure no potential lead slips through the gaps.
- When this happens...New Inquiry
Triggers when a new inquiry is created.
- automatically do this!Add/Update Contact
Adds a new contact to a list or updates an existing 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
