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
Similar apps
Salesflare The CRM your team will love to use.
Leadberry B2B lead generation platform
Salesforce Salesforce is a leading enterprise customer relationship manager (CRM) application.
Pipedrive Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals i…
Zapier Forms Zapier Forms is an automated way to collect data and integrate your form with workflows that can…
Zoho CRM Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more d…
Not using Salesflare yet?
Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.
Try it for free