Google Sheets + HoneyBook
Create new Google Sheets rows for every new client created in HoneyBook
Keep track of every new client in an organized fashion with this workflow. When a new client is added in HoneyBook, a row will be created in your selected Google Sheets spreadsheet. It's a convenient way to maintain records of your client database and see all your client information at a glance. This streamlines your workflow and ensures every client detail is documented.
Keep track of every new client in an organized fashion with this workflow. When a new client is added in HoneyBook, a row will be created in your selected Google Sheets spreadsheet. It's a convenient way to maintain records of your client database and see all your client information at a glance. This streamlines your workflow and ensures every client detail is documented.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- automatically do this!Create Spreadsheet Row
Create a new row 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
