HoneyBook + RocketReach

Create new HoneyBook clients from new RocketReach contacts

Initiate an efficient workflow that seamlessly transfers new RocketReach contacts to the HoneyBook app as clients. Perfect for businesses aiming to improve client management and minimize manual data entry, this automation saves you time and helps keep your client database up-to-date. Get started with a workflow that transforms your RocketReach contacts into HoneyBook clients speedily and efficiently.

When this happens...
New Contact
Triggers when a new contact is added.
TriggerInstant
automatically do this!
Create Client
Create a new client in HoneyBook
ActionWrite

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Supported triggers and actions

New Contact
Triggers when a new contact is added.
Trigger
Instant
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- Keyword
- Name
- Title
- Employer
Action
Search
Meeting Scheduled
Trigger when a meeting is scheduled or changed
Trigger
Instant
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New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Trigger
Instant
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Project Stage Changed
Triggers when a project manually or automatically changes its stage.
Trigger
Instant
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- Full NameRequired
- EmailRequired
- Address
- Phone Number
Action
Write

- Name
- Title
- Current Employer
- LinkedIn URL
Action
Write
Client Created
Triggers when a new client is created in HoneyBook.
Trigger
Instant
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- Note
Trigger
Instant
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New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Trigger
Instant
Try It
- Client Full NameRequired
- Client EmailRequired
- Phone Number
- Project Type
- Project Date
- Project Details
- Project Budget
Action
Write