HoneyBook + Karbon
Create new Karbon contacts from new HoneyBook clients
Streamline your contact management process with this efficient workflow. When a new client is added to your HoneyBook app, they will be instantly crafted as a Person Contact in your Karbon app. This integration will save time spent on data entry, and ensure your Karbon contacts stay up-to-date with your HoneyBook client list. It's about making your contact management smooth and error-free.
Streamline your contact management process with this efficient workflow. When a new client is added to your HoneyBook app, they will be instantly crafted as a Person Contact in your Karbon app. This integration will save time spent on data entry, and ensure your Karbon contacts stay up-to-date with your HoneyBook client list. It's about making your contact management smooth and error-free.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- automatically do this!Create Person Contact
Triggers when a new person contact is created.
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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 Person Contact
Triggers when a new person contact is created.
Try It
