Microsoft Excel + HoneyBook
Create rows in Microsoft Excel for every new inquiry in HoneyBook
Stay on top of your customer inquiries efficiently. With this handy workflow, every new inquiry you receive in HoneyBook results in a new row being added in your Microsoft Excel table. That means you can manage, track and organize your customer inquiries effortlessly and without the need to manually input data. Increase productivity, streamline your customer service, and never miss an inquiry again with this efficient operation.
Stay on top of your customer inquiries efficiently. With this handy workflow, every new inquiry you receive in HoneyBook results in a new row being added in your Microsoft Excel table. That means you can manage, track and organize your customer inquiries effortlessly and without the need to manually input data. Increase productivity, streamline your customer service, and never miss an inquiry again with this efficient operation.
- When this happens...New Inquiry
Triggers when a new inquiry is created.
- automatically do this!Add Row to Table
Adds a new row to the end of a specific table.
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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
