Create new contacts in Simply.Coach for every new project booked in HoneyBook
Boost your task management by instantly adding new clients from HoneyBook to your Simply.Coach platform. With this streamlined workflow, whenever a new project is booked on HoneyBook, the client details will be immediately captured and a new contact is created in Simply.Coach. Make the most out of every booking by keeping your coaching records updated and ready to handle new projects right away.
- When this happens...New Project BookedTriggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create ContactCreates a Contact in your simply.Coach account
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More things you can do with HoneyBook and Simply.Coach
Discover other triggers and actions you can use with HoneyBook and Simply.Coach
- Client Created
Triggers when a new client is created in HoneyBook.
Try ItTriggerInstant - New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Try ItTriggerInstant - Client Full NameRequired
- Client EmailRequired
- Phone Number
- Project Type
- Project Date
- Project Details
- Project Budget
ActionWrite
- Meeting Scheduled
Trigger when a meeting is scheduled or changed
Try ItTriggerInstant - New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Try ItTriggerInstant - Project Stage Changed
Triggers when a project manually or automatically changes its stage.
Try ItTriggerInstant - Full NameRequired
- EmailRequired
- Address
- Phone Number
ActionWrite




