Google Sheets + HoneyBook
Create multiple spreadsheet rows in Google Sheets for new clients created in HoneyBook
Maintain an organized record of your clients with this HoneyBook and Google Sheets workflow. When a new client is added in HoneyBook, corresponding rows are created in a designated Google Sheets spreadsheet. This helps to streamline client information management, ensuring all your data is promptly and precisely recorded.
Maintain an organized record of your clients with this HoneyBook and Google Sheets workflow. When a new client is added in HoneyBook, corresponding rows are created in a designated Google Sheets spreadsheet. This helps to streamline client information management, ensuring all your data is promptly and precisely recorded.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- 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
