Google Sheets + HoneyBook
Create new Google Sheets columns for new HoneyBook clients
Keep track of new clients in HoneyBook by seamlessly adding them to your Google Sheets. With this workflow, every time you have a new client in HoneyBook, a new column will be created in your chosen Google Sheets spreadsheet. This automation ensures you won't miss recording any client data, making client tracking and management efficient and effortless.
Keep track of new clients in HoneyBook by seamlessly adding them to your Google Sheets. With this workflow, every time you have a new client in HoneyBook, a new column will be created in your chosen Google Sheets spreadsheet. This automation ensures you won't miss recording any client data, making client tracking and management efficient and effortless.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- automatically do this!Create Spreadsheet Column
Create a new column in a specific spreadsheet.
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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
