Google Sheets + HoneyBook
Add new HoneyBook projects to Google Sheets rows with every booking
Keep your project details organized and readily accessible with this efficient workflow. When a new project gets booked in HoneyBook, relevant details will be recorded in a new row on your Google Sheets. This not only saves you time but also ensures that important project information is captured accurately and is available for review anytime. Streamline your project management process with this smart solution.
Keep your project details organized and readily accessible with this efficient workflow. When a new project gets booked in HoneyBook, relevant details will be recorded in a new row on your Google Sheets. This not only saves you time but also ensures that important project information is captured accurately and is available for review anytime. Streamline your project management process with this smart solution.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- 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
