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.
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.
- automatically do this!Create Client
Create a new client in HoneyBook
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New Contact
Triggers when a new contact is added.
Try ItKeyword
Name
Title
Employer
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).
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Name
Title
Current Employer
LinkedIn URL
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.
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