HoneyBook + Kajabi
HoneyBook + Kajabi
Create new Kajabi form submissions from new HoneyBook clients
Simplify your client onboarding process with this easy workflow. As soon as a new client profile is generated in HoneyBook, the same client information will be created in Kajabi. This automation not only saves you from duplicating work on two different platforms but also ensures consistent and error-free client records. By streamlining your administrative tasks, you can focus more on nurturing your client relationships.
- When this happens...Client CreatedTriggers when a new client is created in HoneyBook.
- automatically do this!Create Form SubmissionSubmits a Form on behalf of a contact. This will opt in the contact for email marketing.
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More things you can do with HoneyBook and Kajabi
Discover other triggers and actions you can use with HoneyBook and Kajabi
- Client Created
Triggers when a new client is created in HoneyBook.
Try ItTriggerInstant - New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Try ItTriggerInstant - Client Full NameRequired
- Client EmailRequired
- Phone Number
- Project Type
- Project Date
- Project Details
- Project Budget
ActionWrite
- Meeting Scheduled
Trigger when a meeting is scheduled or changed
Try ItTriggerInstant - New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Try ItTriggerInstant - Project Stage Changed
Triggers when a project manually or automatically changes its stage.
Try ItTriggerInstant - Full NameRequired
- EmailRequired
- Address
- Phone Number
ActionWrite
