HoneyBook + Pipefile
Create new Pipefile contacts from newly created HoneyBook clients
Automate your client management process using this workflow. Whenever a new client is added in HoneyBook, their contact information is immediately created in Pipefile, saving you time and ensuring that all your data is held in one place. This seamless process not only streamlines your work but enhances your customer relationship management.
Automate your client management process using this workflow. Whenever a new client is added in HoneyBook, their contact information is immediately created in Pipefile, saving you time and ensuring that all your data is held in one place. This seamless process not only streamlines your work but enhances your customer relationship management.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- automatically do this!Create Contact
Add to contacts
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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
File Request Completed
Triggers when a file request is marked complete.
Try It
