HoneyBook + Salesmsg
Create or update Salesmsg contacts when new inquiries come in HoneyBook
Streamline your client management process with this workflow. When new inquiries arise in HoneyBook, corresponding contacts will be promptly created or updated in Salesmsg. This efficient process ensures you always stay connected with your potential clients, enhancing your customer service and engagement.
Streamline your client management process with this workflow. When new inquiries arise in HoneyBook, corresponding contacts will be promptly created or updated in Salesmsg. This efficient process ensures you always stay connected with your potential clients, enhancing your customer service and engagement.
- When this happens...New Inquiry
Triggers when a new inquiry is created.
- automatically do this!Create or Update Contact
Creates a contact. Can be used to update a contact too.
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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 Contact Opted-Out
Triggers when a contact has opted-out.
Try It
