HoneyBook + SmartSuite
Create records in SmartSuite for every new project booked in HoneyBook
Efficiently manage your projects by linking HoneyBook with SmartSuite. When you book a fresh project in HoneyBook, this automation quickly generates a matching record in SmartSuite. It not only streamlines your project management aspects but also maintains data accuracy and spares you from time-consuming manual data entry.
Efficiently manage your projects by linking HoneyBook with SmartSuite. When you book a fresh project in HoneyBook, this automation quickly generates a matching record in SmartSuite. It not only streamlines your project management aspects but also maintains data accuracy and spares you from time-consuming manual data entry.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create Record
Triggers when new record is created.
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Client Created
Triggers when a new client is created in HoneyBook.
Try ItNote
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
Meeting Scheduled
Trigger when a meeting is scheduled or changed
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
