HoneyBook + HubSpot

Create new HubSpot engagements when new projects are booked in HoneyBook

When a new project is booked in HoneyBook, this workflow will simultaneously create an engagement in HubSpot. This seamless process allows you to keep your engagement tracking up-to-date without manual input. By bridging HoneyBook and HubSpot, you can save time and maintain organized and efficient client management.

When a new project is booked in HoneyBook, this workflow will simultaneously create an engagement in HubSpot. This seamless process allows you to keep your engagement tracking up-to-date without manual input. By bridging HoneyBook and HubSpot, you can save time and maintain organized and efficient client management.

  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
    Create Engagement

    Creates a new Engagement for a contact, in HubSpot.

    ActionWrite
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Supported triggers and actions

  • 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
    Polling
    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 more

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.
Learn more

Related categories

  • Marketing Automation

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