BizConnect + HoneyBook
Create new HoneyBook clients from new BizConnect contacts
Streamline your client onboarding process with this workflow. Whenever a new contact is added in BizConnect, a new client is created in HoneyBook. This not only saves you from manual data entry but also ensures your client information is consistent and up-to-date across both platforms. Start leveraging your time better with this efficient process.
Streamline your client onboarding process with this workflow. Whenever a new contact is added in BizConnect, a new client is created in HoneyBook. This not only saves you from manual data entry but also ensures your client information is consistent and up-to-date across both platforms. Start leveraging your time better with this efficient process.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Client
Create a new client in HoneyBook
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New Contact
Triggers when a new contact is created.
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.
Try It
First NameRequired
Last Name
Email
Company Name
Job Title
Mobile Numbers
Phone Numbers
Fax
PO Box
Address
Postal(ZIP) Code
City
State
Country
Website
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
