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HoneyBook + HubSpot

Create new HoneyBook projects from updated HubSpot deal stages

When a deal stage is updated in HubSpot, save time and reduce effort by creating a corresponding project in HoneyBook through this efficient workflow. This automation ensures your HoneyBook and HubSpot platforms stay up-to-date, enriching your customer engagement process by aligning project creation with deal progress. Stay organized and focused by leveraging this seamless connection between your customer management and project execution.

When a deal stage is updated in HubSpot, save time and reduce effort by creating a corresponding project in HoneyBook through this efficient workflow. This automation ensures your HoneyBook and HubSpot platforms stay up-to-date, enriching your customer engagement process by aligning project creation with deal progress. Stay organized and focused by leveraging this seamless connection between your customer management and project execution.

  1. When this happens...
    HubSpotHubSpot
    Updated Deal Stage

    Triggers when a deal enters a specified stage.

    TriggerScheduled
  2. automatically do this!
    HoneyBookHoneyBook
    Create Project

    Create a new project in HoneyBook

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
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    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Type of Custom ObjectRequired

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
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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

About HubSpot

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

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