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HoneyBook + Microsoft Office 365

HoneyBook + Microsoft Office 365

HoneyBook + Microsoft Office 365 integrations

Create new Microsoft Office 365 contacts for every new client created in HoneyBook

Streamline your client management process with this efficient workflow. Whenever a new client is added in HoneyBook, their information is instantly transferred to Microsoft Office 365, creating a new contact. This ensures that all your customer data stays in one accessible place, saving you time and effort on data entry, and enhancing your ability to stay connected with your clients.

  1. When this happens...
    Client Created
    Client Created
    Client CreatedTriggers when a new client is created in HoneyBook.
  2. automatically do this!
    Create Contact
    Create Contact
    Create ContactCreates a new contact.
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More things you can do with HoneyBook and Microsoft Office 365

Discover other triggers and actions you can use with HoneyBook and Microsoft Office 365

  • HoneyBook triggers, actions, and search
    Client Created

    Triggers when a new client is created in HoneyBook.

    Trigger
    Instant
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    • Note
    Trigger
    Instant
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  • HoneyBook triggers, actions, and search
    New Project Booked

    Triggers when a project is booked (an agreement/proposal signed or retainer paid).

    Trigger
    Instant
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    • Client Full Name
      Required
    • Client Email
      Required
    • Phone Number
    • Project Type
    • Project Date
    • Project Details
    • Project Budget
    Action
    Write
  • HoneyBook triggers, actions, and search
    Meeting Scheduled

    Trigger when a meeting is scheduled or changed

    Trigger
    Instant
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  • HoneyBook triggers, actions, and search
    New Payment Paid

    Triggers when any payment is successfully paid by the client (including manual payments).

    Trigger
    Instant
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  • HoneyBook triggers, actions, and search
    Project Stage Changed

    Triggers when a project manually or automatically changes its stage.

    Trigger
    Instant
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    • Full Name
      Required
    • Email
      Required
    • Address
    • Phone Number
    Action
    Write
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About HoneyBook
HoneyBook is the leading client-flow platform independent businesses use to showcase services, book clients, manage projects, and get paid.
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About Microsoft Office 365
Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
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