Google Sheets + HoneyBook
Add new HoneyBook clients to a Google Sheets spreadsheet row instantly
With this workflow, as soon as a new client is added to your HoneyBook, a corresponding row can be instantly created in Google Sheets. This streamlines your client management process, ensuring all client information is organized and readily accessible in one simple step. Ideal for sales reps and small business owners, this automation lets you spend less time on manual data entry and more time focusing on your clients.
With this workflow, as soon as a new client is added to your HoneyBook, a corresponding row can be instantly created in Google Sheets. This streamlines your client management process, ensuring all client information is organized and readily accessible in one simple step. Ideal for sales reps and small business owners, this automation lets you spend less time on manual data entry and more time focusing on your clients.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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Client Created
Triggers when a new client is created in HoneyBook.
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
New Inquiry
Triggers when a new inquiry is created.
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
Drive
SpreadsheetRequired
WorksheetRequired
Try It
