HoneyBook + Microsoft Office 365
Create new Microsoft Office 365 contacts for every new client created in HoneyBook
Streamline your client management process with this efficient workflow. Whenever a new client is added in HoneyBook, their information is instantly transferred to Microsoft Office 365, creating a new contact. This ensures that all your customer data stays in one accessible place, saving you time and effort on data entry, and enhancing your ability to stay connected with your clients.
Streamline your client management process with this efficient workflow. Whenever a new client is added in HoneyBook, their information is instantly transferred to Microsoft Office 365, creating a new contact. This ensures that all your customer data stays in one accessible place, saving you time and effort on data entry, and enhancing your ability to stay connected with your clients.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- automatically do this!Create Contact
Creates a new contact.
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- 14 day trial for premium features & apps
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
Calendar
Time BeforeRequired
Time Before (Unit)Required
Try It
