HoneyBook and Salesflare
How to connect HoneyBook
- Via Zapier — 8 operations available. Set it up ↗
What you can automate
- When client Created in HoneyBook, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Payment Paid in HoneyBook, create opportunity, then find or create contact in Salesflare.
About HoneyBook
HoneyBook is the leading client-flow platform independent businesses use to showcase services, book clients, manage projects, and get paid.
HoneyBook operations on Zapier
Triggers (6)
Start a workflow when this happens
- Client Created — Triggers when a new client is created in HoneyBook.
- Meeting Scheduled — Trigger when a meeting is scheduled or changed
- New Inquiry — Triggers when a new inquiry is created.
- New Payment Paid — Triggers when any payment is successfully paid by the client (including manual payments).
- New Project Booked — Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Show 1 more triggers
- Project Stage Changed — Triggers when a project manually or automatically changes its stage.
Actions (2)
Things Salesflare can make it do
- Create Client — Create a new client in HoneyBook
- Create Project — Create a new project in HoneyBook
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