HoneyBook + Microsoft Outlook
Create new Microsoft Outlook contacts from HoneyBook inquiries
Efficiently manage new inquiries from HoneyBook by effortlessly adding them as contacts in Microsoft Outlook. With this workflow, each time a new inquiry is submitted in HoneyBook, a new contact will be created in your Outlook address book, keeping your connections organized and up-to-date. Save time and stay connected with your clients using this seamless automation.
Efficiently manage new inquiries from HoneyBook by effortlessly adding them as contacts in Microsoft Outlook. With this workflow, each time a new inquiry is submitted in HoneyBook, a new contact will be created in your Outlook address book, keeping your connections organized and up-to-date. Save time and stay connected with your clients using this seamless automation.
- When this happens...New Inquiry
Triggers when a new inquiry is created.
- automatically do this!Create Contact
Creates a new contact.
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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
