HoneyBook + HubSpot
Create a new contact in HubSpot every time a client is created in HoneyBook
Streamline your client management process with this efficient workflow. When a new client is added in HoneyBook, their contact information immediately gets added to a specified list in your HubSpot account. Ideal for businesses, this solution ensures that all client details are consistently updated across platforms, removing the need for manual data entry and giving you more time to focus on client relationships and growth strategies.
Streamline your client management process with this efficient workflow. When a new client is added in HoneyBook, their contact information immediately gets added to a specified list in your HubSpot account. Ideal for businesses, this solution ensures that all client details are consistently updated across platforms, removing the need for manual data entry and giving you more time to focus on client relationships and growth strategies.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- automatically do this!Add Contact to List
Adds a contact to a specific static list. (Marketing Hub Starter plans and above)
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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
Note
Additional properties to retrieve
Try It
