Flodesk + HoneyBook
Add subscribers to Flodesk segments when new projects are booked in HoneyBook
Stay organized and engaged with your new project clients by automating your email marketing segments. With this workflow, whenever a new project is booked in HoneyBook, the client will be added to a specific segment within Flodesk. Streamline your communication process and ensure relevant content reaches the right audience without any manual efforts.
Stay organized and engaged with your new project clients by automating your email marketing segments. With this workflow, whenever a new project is booked in HoneyBook, the client will be added to a specific segment within Flodesk. Streamline your communication process and ensure relevant content reaches the right audience without any manual efforts.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Add Existing Subscriber to Segment
Adds a subscriber to a segment. Note: the email address must already exist in Flodesk, or this zap will fail.
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Client Created
Triggers when a new client is created in HoneyBook.
Try ItNote
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
Meeting Scheduled
Trigger when a meeting is scheduled or changed
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
