CloudSpot + HoneyBook
Create new CloudSpot contacts for every new HoneyBook project booked
Effortlessly manage your client database by integrating HoneyBook and CloudSpot. When a new project is booked on HoneyBook, this workflow will create a new contact in CloudSpot, ensuring your client information is always up-to-date and organized. Save time and enhance your business efficiency with this seamless automation.
Effortlessly manage your client database by integrating HoneyBook and CloudSpot. When a new project is booked on HoneyBook, this workflow will create a new contact in CloudSpot, ensuring your client information is always up-to-date and organized. Save time and enhance your business efficiency with this seamless automation.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create New Contact
Creates a new 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
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
New Email Capture
Triggers when a new email was captured in web galleries.
Try It
