HoneyBook + Marketing 360
HoneyBook + Marketing 360
Create or update Marketing 360 contacts from new HoneyBook inquiries
Stay organized and efficient with this workflow that bridges HoneyBook and Marketing 360. Whenever a new inquiry comes into your HoneyBook app, this automation ensures that relevant contact details get added or updated directly into Marketing 360. This seamless bridge between applications helps to ensure that no lead gets overlooked and enhances your overall marketing efforts.
- When this happens...New InquiryTriggers when a new inquiry is created.
- automatically do this!CRM - Create or Update ContactCreates or updates a contact in the Marketing 360® CRM.
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More things you can do with HoneyBook and Marketing 360
Discover other triggers and actions you can use with HoneyBook and Marketing 360
- 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
