HoneyBook + HubSpot
Update HubSpot contacts when project stages change in HoneyBook
Streamline your customer management by having HoneyBook and HubSpot work in harmony. With this workflow, whenever there's a change in a project stage on HoneyBook, a corresponding contact will be created or updated in HubSpot. This seamless data flow not only saves time but also ensures accuracy in managing client information across platforms. Enjoy consistent and efficient customer service by having your apps take care of the behind-the-scenes administration.
Streamline your customer management by having HoneyBook and HubSpot work in harmony. With this workflow, whenever there's a change in a project stage on HoneyBook, a corresponding contact will be created or updated in HubSpot. This seamless data flow not only saves time but also ensures accuracy in managing client information across platforms. Enjoy consistent and efficient customer service by having your apps take care of the behind-the-scenes administration.
- When this happens...Project Stage Changed
Triggers when a project manually or automatically changes its stage.
- automatically do this!Create or Update Contact
Creates a new contact or updates an existing contact based on email address.
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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
