HoneyBook + Kajabi
Create new Kajabi form submissions from new HoneyBook clients
Simplify your client onboarding process with this easy workflow. As soon as a new client profile is generated in HoneyBook, the same client information will be created in Kajabi. This automation not only saves you from duplicating work on two different platforms but also ensures consistent and error-free client records. By streamlining your administrative tasks, you can focus more on nurturing your client relationships.
Simplify your client onboarding process with this easy workflow. As soon as a new client profile is generated in HoneyBook, the same client information will be created in Kajabi. This automation not only saves you from duplicating work on two different platforms but also ensures consistent and error-free client records. By streamlining your administrative tasks, you can focus more on nurturing your client relationships.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- automatically do this!Create Form Submission
Submits a Form on behalf of a contact. This will opt in the contact for email marketing.
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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
New 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
SiteRequired
AssessmentRequired
Try It
