Add new HoneyBook projects to EmailOctopus as updated contacts
Keep your email marketing in sync with the progress of your business projects. With this workflow, every time a new project is booked in HoneyBook, the contact information is updated in EmailOctopus. This process ensures your EmailOctopus contact list always stays up-to-date with the latest project-related contacts from HoneyBook.
Keep your email marketing in sync with the progress of your business projects. With this workflow, every time a new project is booked in HoneyBook, the contact information is updated in EmailOctopus. This process ensures your EmailOctopus contact list always stays up-to-date with the latest project-related contacts from HoneyBook.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Add/Update Contact
Adds a new contact to a list or updates an existing contact.
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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