HoneyBook + Salesforce
Create records in Salesforce for new payments paid in HoneyBook
Streamline your sales process with this efficient workflow. When a new payment is received in HoneyBook, a corresponding record is created in Salesforce without any manual input. This automation not only saves valuable time, but it also ensures data consistency across your business platforms. Perfect for financial tracking and accurate record-keeping in customer relations management.
Streamline your sales process with this efficient workflow. When a new payment is received in HoneyBook, a corresponding record is created in Salesforce without any manual input. This automation not only saves valuable time, but it also ensures data consistency across your business platforms. Perfect for financial tracking and accurate record-keeping in customer relations management.
- When this happens...New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
- automatically do this!Create Record
Creates a new record of a specified Salesforce object.
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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
New Case Attachment
Triggers when a new Attachment is added to a case.
Try It
