Google Sheets + HoneyBook
Add new HoneyBook inquiries to Google Sheets as multiple rows
Effortlessly manage new inquiries from HoneyBook by adding them to a Google Sheets spreadsheet using this workflow. When a new inquiry is received in HoneyBook, multiple rows will be created in your chosen Google Sheets spreadsheet, helping you keep track of essential information and stay organized. This automation streamlines your client management process, saving time and eliminating manual data entry.
Effortlessly manage new inquiries from HoneyBook by adding them to a Google Sheets spreadsheet using this workflow. When a new inquiry is received in HoneyBook, multiple rows will be created in your chosen Google Sheets spreadsheet, helping you keep track of essential information and stay organized. This automation streamlines your client management process, saving time and eliminating manual data entry.
- When this happens...New Inquiry
Triggers when a new inquiry is created.
- automatically do this!Create Multiple Spreadsheet Rows
Create one or more new rows in a specific spreadsheet (with line item support).
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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
Dont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try It
