Add new Rally.fan customers to Honeybook as clients
Enhance your client management with this efficient integration. When a new customer signs up on Rally.fan, their client record is automatically added in HoneyBook, ensuring all essential details are readily available. This seamless process reduces manual data entry while streamlining communication between Rally.fan and HoneyBook for improved business management.
Enhance your client management with this efficient integration. When a new customer signs up on Rally.fan, their client record is automatically added in HoneyBook, ensuring all essential details are readily available. This seamless process reduces manual data entry while streamlining communication between Rally.fan and HoneyBook for improved business management.
- When this happens...New Customer
Triggers when a customer has purchased something from you signed up as a lead.
- automatically do this!Create Client
Create a new client in HoneyBook
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- 14 day trial for premium features & apps
Canceled Recurring Membership
Triggers when a customer has canceled a recurring membership.
Try ItNew Recurring Membership
Triggers when a customer has purchased a recurring membership.
Try ItNew 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).
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New Customer
Triggers when a customer has purchased something from you signed up as a lead.
Try ItClient 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.
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