HoneyBook + Sumo
Create new HoneyBook clients from new Sumo email subscribers
Streamline your client management process by using this workflow that gets activated whenever there is a new email subscriber in Sumo. The workflow then proceeds to create a new client in HoneyBook. This seamless method reduces data entry tasks and ensures all subscribers from Sumo are instantaneously acknowledged and added to your HoneyBook without any manual input. Make your customer data management simple and efficient with this automated process.
Streamline your client management process by using this workflow that gets activated whenever there is a new email subscriber in Sumo. The workflow then proceeds to create a new client in HoneyBook. This seamless method reduces data entry tasks and ensures all subscribers from Sumo are instantaneously acknowledged and added to your HoneyBook without any manual input. Make your customer data management simple and efficient with this automated process.
- When this happens...New Email Subscriber
Triggers when a new email subscriber is created.
- automatically do this!Create Client
Create a new client in HoneyBook
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New Email Subscriber
Triggers when a new email subscriber is created.
Try ItNew 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
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
