Microsoft Excel + HoneyBook
Create rows in Microsoft Excel for new inquiries in HoneyBook
Manage your sales pipeline effortlessly with this seamless workflow. When a new inquiry comes in through HoneyBook, this automation promptly adds a new row in your Microsoft Excel spreadsheet. This keeps your tracking efficient and up-to-date, allowing you to focus on lead conversion and nurturing client relationships. No need for time-consuming manual data entry, ensure timely follow-ups with this simplified solution.
Manage your sales pipeline effortlessly with this seamless workflow. When a new inquiry comes in through HoneyBook, this automation promptly adds a new row in your Microsoft Excel spreadsheet. This keeps your tracking efficient and up-to-date, allowing you to focus on lead conversion and nurturing client relationships. No need for time-consuming manual data entry, ensure timely follow-ups with this simplified solution.
- When this happens...New Inquiry
Triggers when a new inquiry is created.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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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
Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Try It
