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HoneyBook + Microsoft Outlook

Create new HoneyBook clients from new Microsoft Outlook contacts

With this automation, whenever you add a new contact in your Microsoft Outlook, your HoneyBook app concurrently creates a new client. It streamlines your workflow by ensuring all your contacts and clients are always up-to-date and aligned between Outlook and HoneyBook. Thus, it helps you save time and focus on more critical aspects of your business.

With this automation, whenever you add a new contact in your Microsoft Outlook, your HoneyBook app concurrently creates a new client. It streamlines your workflow by ensuring all your contacts and clients are always up-to-date and aligned between Outlook and HoneyBook. Thus, it helps you save time and focus on more critical aspects of your business.

  1. When this happens...
    Microsoft OutlookMicrosoft Outlook
    New Contact

    Triggers when a new contact is added to your account

    TriggerScheduled
  2. automatically do this!
    HoneyBookHoneyBook
    Create Client

    Create a new client in HoneyBook

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Calendar

    • Time BeforeRequired

    • Time Before (Unit)Required

    Trigger
    Scheduled
    Try It
    • Calendar

    Trigger
    Scheduled
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    • Shared Inbox

    Trigger
    Scheduled
    Try It
  • Microsoft Outlook triggers, actions, and search

    New Flagged Email

    Triggers when a new email is flagged.

    Trigger
    Scheduled
    Try It
    • Parent FolderRequired

    • Child Folder

    Trigger
    Scheduled
    Try It
    • Contact Folder

    Trigger
    Scheduled
    Try It
    • Parent Folder

    • Child Folder

    • Search termsRequired

    • Note

    Trigger
    Scheduled
    Try It
    • Parent Folder

    • Child Folder

    Trigger
    Scheduled
    Try It
honeybook logo
honeybook logo

About HoneyBook

HoneyBook is the leading client-flow platform independent businesses use to showcase services, book clients, manage projects, and get paid.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

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