HoneyBook + Klaviyo
Create new Klaviyo profiles from newly created HoneyBook clients
Easily streamline your client onboarding process with this automation. With this workflow, every time a new client is added in your HoneyBook app, their profile will be included in a designated list on Klaviyo. This allows for smooth communication and effective client management, without the need for manually transferring data between the two platforms. Take advantage of this workflow to enhance client engagement and save valuable time.
Easily streamline your client onboarding process with this automation. With this workflow, every time a new client is added in your HoneyBook app, their profile will be included in a designated list on Klaviyo. This allows for smooth communication and effective client management, without the need for manually transferring data between the two platforms. Take advantage of this workflow to enhance client engagement and save valuable time.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- automatically do this!Add Profile to List
Adds an existing profile to a list
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Client Created
Triggers when a new client is created in HoneyBook.
Try ItNote
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
Meeting Scheduled
Trigger when a meeting is scheduled or changed
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
