HoneyBook + ServiceM8

HoneyBook + ServiceM8 integrations

Create new HoneyBook clients from newly added ServiceM8 clients

Streamline your client management process with this ServiceM8 and HoneyBook integration. Each time you add a new client in ServiceM8, a corresponding profile is instantly created in HoneyBook. This efficient workflow keeps your client records consistent across both platforms, sparing you the tedious task of inputting data manually. Enjoy a smooth, time-saving client onboarding experience that helps you stay organized and focused.

When this happens...
New ClientTriggers when a new Client is created.
TriggerInstant
automatically do this!
Create ClientCreate a new client in HoneyBook
ActionWrite

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More things you can do with ServiceM8 and HoneyBook

Discover other triggers and actions you can use with ServiceM8 and HoneyBook

- Job Category
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New Client
Triggers when a new Client is created.
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- Job Category
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- Customer Name
- Job Status
  Required
- Job Address
- Billing Address
- Job Description
- Purchase Order Number
- Work Completed
- Job Contact First Name
- Job Contact Last Name
- Job Contact Phone
- Job Contact Mobile
- Job Contact E-Mail Address
- Billing Contact First Name
- Billing Contact Last Name
- Billing Contact Phone
- Billing Contact Mobile
- Billing Contact E-Mail
Action
Write
Meeting Scheduled
Trigger when a meeting is scheduled or changed
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New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
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Project Stage Changed
Triggers when a project manually or automatically changes its stage.
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- Full Name
  Required
- Email
  Required
- Address
- Phone Number
Action
Write

- Queue
  Required
- Job Category
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- Completed By
- Form Type
  Required
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- Name
  Required
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
Action
Write
Client Created
Triggers when a new client is created in HoneyBook.
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- Note
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New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
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- Client Full Name
  Required
- Client Email
  Required
- Phone Number
- Project Type
- Project Date
- Project Details
- Project Budget
Action
Write

About HoneyBook

HoneyBook is the leading client-flow platform independent businesses use to showcase services, book clients, manage projects, and get paid.

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About ServiceM8

ServiceM8 is a field service app and small business management platform for your computer, iPhone and iPad. Track staff locations, navigate to jobs, and control your estimates, invoicing, scheduling, safety reports, clients & more.

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Related categories

CRM (Customer Relationship Management)

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