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HoneyBook + Zoom

Create new HoneyBook clients from new Zoom meeting registrants

Get more organized with your client management by transforming new Zoom meeting registrants into clients in HoneyBook with this intuitive workflow. With each new meeting attendee in Zoom, a corresponding client profile is seamlessly created in HoneyBook, optimizing your time and ensuring your customer data is up-to-date. Streamline your administration process and enhance customer engagement without lifting a finger.

Get more organized with your client management by transforming new Zoom meeting registrants into clients in HoneyBook with this intuitive workflow. With each new meeting attendee in Zoom, a corresponding client profile is seamlessly created in HoneyBook, optimizing your time and ensuring your customer data is up-to-date. Streamline your administration process and enhance customer engagement without lifting a finger.

  1. When this happens...
    ZoomZoom
    New Meeting Registrant

    Triggers when a new registrant is added to a meeting.

    TriggerInstant
  2. automatically do this!
    HoneyBookHoneyBook
    Create Client

    Create a new client in HoneyBook

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Zoom triggers, actions, and search

    New Meeting Summary

    Triggers when a summary is available for a meeting. Note: you must be the meeting host.

    Trigger
    Instant
    Try It

    • Upcoming Meeting

    Trigger
    Instant
    Try It

    • Upcoming Webinar

    Trigger
    Instant
    Try It

    • Upcoming MeetingRequired

    • EmailRequired

    • First NameRequired

    • Last NameRequired

    • Confirmation Email

    Action
    Write

    • Meeting TypeRequired

    Trigger
    Instant
    Try It
  • Zoom triggers, actions, and search

    New Recording

    Triggers when a new Recording is completed for a Meeting or Webinar.

    Trigger
    Instant
    Try It

    • Meeting TypeRequired

    • TopicRequired

    • WhenRequired

    • Time Zone

    • Password

    • Duration (in minutes)Required

    Action
    Write

    • Upcoming WebinarRequired

    • EmailRequired

    • First NameRequired

    Action
    Write
honeybook logo
honeybook logo

About HoneyBook

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

Related categories

  • CRM (Customer Relationship Management)

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zoom logo
zoom logo

About Zoom

Zoom brings teams together to get more done in a frictionless environment. Zoom's reliable, video-first unified communications platform provides video meetings, voice, webinars, and chat across desktops, phones, mobile devices, and conference systems
Learn moreHelp

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