HoneyBook + Jobber
Create new Jobber clients from new HoneyBook inquiries
Turn your new inquiries in HoneyBook into clients in Jobber easily with this workflow. Whenever you receive a new inquiry in HoneyBook, this automation will immediately create a new client in Jobber. It ensures no potential client falls through the cracks, saves you manual data entry time, and allows you to act on leads faster.
Turn your new inquiries in HoneyBook into clients in Jobber easily with this workflow. Whenever you receive a new inquiry in HoneyBook, this automation will immediately create a new client in Jobber. It ensures no potential client falls through the cracks, saves you manual data entry time, and allows you to act on leads faster.
- When this happens...New Inquiry
Triggers when a new inquiry is created.
- automatically do this!Create Client
Creates a new client.
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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
New Client
Triggers when a client is created.
Try It
