New Integration: Book Your Ideal Clients Faster and Stay Organized with HoneyBook
As a creative entrepreneur, running your own business is exciting, but managing the day-to-day tasks can take away from focusing on your most important work.
HoneyBook is a proactive CRM platform for creative small businesses to create, review, and manage projects—all in one place. From the first reply to the final payment, HoneyBook makes it easy for solopreneurs to book their ideal client faster, more frequently, and with less legwork. That way, you can focus your energy on the creative work that made you want to start your own business in the first place.
With their integration to Zapier, you can now initiate workflows from activity in HoneyBook to any of your team’s other tools. Keep your team informed about new client inquiries by automatically posting updates to your team chat app, sending feedback requests to clients after a project is completed, or adding to-dos to your task management app to stay organized. No matter how you’re looking to automate your creative business workflow, the Zapier-HoneyBook integration has your back.
How HoneyBook Works with Zapier
Triggers
- New Project Booked: Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- Project Stage Changed: Triggers when a project manually or automatically changes its stage.
- New Inquiry: Triggers when a new inquiry is created.
- New Payment Paid: Triggers when any payment is successfully paid by the client (including manual payments).
Automation Inspiration
Get started with these sample Zaps:
Keep Your Projects Organized
Track the Stages of Your Projects
How To Automate HoneyBook With Zapier
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Sign up for a HoneyBook account, and make sure you have a Zapier account
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Try some pre-made HoneyBook integrations and learn more about how HoneyBook works with Zapier
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Check out our HoneyBook help documentation for details on connecting your account and setting up your first Zap
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Or login and build a custom workflow with HoneyBook and Zapier