HoneyBook + Zoho Campaigns
Manage new HoneyBook inquiries by updating contacts in Zoho Campaigns
Stay on top of customer interactions with this smart workflow. Whenever a new inquiry pops up in your HoneyBook app, this setup instantly updates the corresponding contact details in your Zoho Campaigns list. This lets you cut down on manual data entry and keeps your customer engagement swift and seamless. It's an ideal solution for those seeking to manage their business relationships efficiently while keeping their contact lists current.
Stay on top of customer interactions with this smart workflow. Whenever a new inquiry pops up in your HoneyBook app, this setup instantly updates the corresponding contact details in your Zoho Campaigns list. This lets you cut down on manual data entry and keeps your customer engagement swift and seamless. It's an ideal solution for those seeking to manage their business relationships efficiently while keeping their contact lists current.
- When this happens...New Inquiry
Triggers when a new inquiry is created.
- automatically do this!Add/Update Contact
Adds a new contact or updates an existing contact in Zoho Campaigns. Contact will not get any confirmation email to join a mailing list.
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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
