Google Sheets + HoneyBook
Log new HoneyBook inquiries by creating rows at top in Google Sheets
Streamline your client inquiry process between HoneyBook and Google Sheets with this workflow. As soon as you receive a new inquiry in HoneyBook, it directly creates a new row at the top of your chosen spreadsheet. No manual data entry required, keeping your business efficient while making sure all client information is organized and accessible.
Streamline your client inquiry process between HoneyBook and Google Sheets with this workflow. As soon as you receive a new inquiry in HoneyBook, it directly creates a new row at the top of your chosen spreadsheet. No manual data entry required, keeping your business efficient while making sure all client information is organized and accessible.
- When this happens...New Inquiry
Triggers when a new inquiry is created.
- automatically do this!Create Spreadsheet Row at Top
Creates a new spreadsheet row at the top of a spreadsheet (after the header row).
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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
Drive
SpreadsheetRequired
WorksheetRequired
Try It
