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.
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 Inquiry
Triggers when a new inquiry is created.
- automatically do this!CRM - Create or Update Contact
Creates or updates a contact in the Marketing 360® CRM.
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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
