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HoneyBook + HubSpot

Update HubSpot contacts when new projects are booked in HoneyBook

Keep your HubSpot contacts up-to-date with this seamless workflow between HoneyBook and HubSpot. Whenever a new project is booked in HoneyBook, this automation will update the corresponding contact in HubSpot with the latest information. No manual updating required, ensuring your HubSpot contacts are always current and accurate.

Keep your HubSpot contacts up-to-date with this seamless workflow between HoneyBook and HubSpot. Whenever a new project is booked in HoneyBook, this automation will update the corresponding contact in HubSpot with the latest information. No manual updating required, ensuring your HubSpot contacts are always current and accurate.

  1. When this happens...
    HoneyBookHoneyBook
    New Project Booked

    Triggers when a project is booked (an agreement/proposal signed or retainer paid).

    TriggerInstant
  2. automatically do this!
    HubSpotHubSpot
    Update Contact

    Update a Contact in HubSpot.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • HoneyBook triggers, actions, and search

    Client Created

    Triggers when a new client is created in HoneyBook.

    Trigger
    Instant
    Try It
  • HoneyBook triggers, actions, and search

    New Payment Paid

    Triggers when any payment is successfully paid by the client (including manual payments).

    Trigger
    Instant
    Try It
  • HoneyBook triggers, actions, and search

    Project Stage Changed

    Triggers when a project manually or automatically changes its stage.

    Trigger
    Instant
    Try It
    • Full NameRequired

    • EmailRequired

    • Address

    • Phone Number

    Action
    Write
  • HoneyBook triggers, actions, and search

    New Project Booked

    Triggers when a project is booked (an agreement/proposal signed or retainer paid).

    Trigger
    Instant
    Try It
    • Client Full NameRequired

    • Client EmailRequired

    • Phone Number

    • Project Type

    • Project Date

    • Project Details

    • Project Budget

    Action
    Write
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
honeybook logo
honeybook logo

About HoneyBook

HoneyBook is the leading client-flow platform independent businesses use to showcase services, book clients, manage projects, and get paid.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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hubspot logo
hubspot logo

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.

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