HoneyBook + Microsoft Outlook
Create contacts in Microsoft Outlook when new clients are created in HoneyBook
When a new client is added in HoneyBook, this workflow seamlessly carries over their details to create a contact in Microsoft Outlook. Perfect for those who have to juggle client management and communication tools, this automation helps ensure your contact list is always up-to-date. Use this to save time and maintain consistent client information across your outreach platforms.
When a new client is added in HoneyBook, this workflow seamlessly carries over their details to create a contact in Microsoft Outlook. Perfect for those who have to juggle client management and communication tools, this automation helps ensure your contact list is always up-to-date. Use this to save time and maintain consistent client information across your outreach platforms.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- 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 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
New Inquiry
Triggers when a new inquiry is created.
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
Calendar
Time BeforeRequired
Time Before (Unit)Required
Try It
