HoneyBook + Salesforce
Create Salesforce records for every new project booked in HoneyBook
When a new project is booked in HoneyBook, streamline your workflow by instantly creating a record in Salesforce. This smooth integration ensures on-going projects are promptly logged in Salesforce for efficient tracking and management. Keep everything coordinated, organized and up-to-date, saving your team valuable time.
When a new project is booked in HoneyBook, streamline your workflow by instantly creating a record in Salesforce. This smooth integration ensures on-going projects are promptly logged in Salesforce for efficient tracking and management. Keep everything coordinated, organized and up-to-date, saving your team valuable time.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- 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
