Zapier Integration Ideas when Client Books

Thank you for sharing these automations ideas! I’m excited to get in and figure out how to set some of these up for myself.

Have you tried any automations to add the client to a Google Drive? I started keeping layout photos in Drive as a way to dynamically share with my brides (I own a Venue)

These are great! 
 

to be honest….I am considering going to another CRM because I felt a little limited from a workflow perspective with HB. I’ve recently started exploring Zapier and this has given me some ideas to try out to see if I can stick with HB. I love SO much about HB but need some more intuitive automation.

OOh I love the Flodesk one! I just moved over there. Definitely going to add this one. 

Great ideas here! Thanks for sharing!

What type of automations are missing for you? I help clients with their HB setups and automations so curious if it’s something we have a workaround for!

@Katzie Nelson These are great! I have considered creating a Zapier account for integrations, but wasn’t sure if it would be worth the time investment to set them up. 

Thanks for starting this thread! I’m excited to hear other automations others have created using Zapier.

What would more intuitive automation look like?

I use Zapier to set up my Google Docs structure and add booked clients to Monday.com.  When a new client books an event I have a zap that creates a new folder in Google Drive and then I have a checklist template that is copied into the folder.  I also have zapier create an item in my Monday board for booked projects which also adds them to my Monday.com contact board. 

Just started using Zapier with calendly.  I have stuck with calendly for now because I book multi-client venue tours and I need more than one person to sign up for the same day/time.   I kept lagging on simply transferring the client to calendly (i was manually adding), I created a zap that creates a project in HB and then triggers the appropriate automation for my wedding sales process.   I do currently have to approve the first communication but that is just a click of a button versus a copy/paste and creating a whole project. 

Going to look at other zaps with other spots that i work with soon!

I love using Zapier to automatically add tasks to my project management system! It’s a game changer!

Having an automation for client anniversaries is *genius* 👏🏼

@Cassie H of Premier Ops Spot I think MAYBE I’ve found a workaround….AND I noticed in the last few days a new action step of “move pipeline” stage was added which is amazing! My biggest draw back has always been needing to set tasks for things like moving the pipeline. The other thing I struggle with is not being able to split the automation branches. For example - If the client opens an email > go one direction. If the client doesn’t > go another direction. 

Maybe connecting with someone who has more experience would be good for me! 

Yes, Honeybook isn’t an email marketing tool, so it doesn’t necessarily have automations based on client activity in emails. However, the new pipeline stage is AMAZING!!! I’m really excited about leveraging it for offboarding and a few other things. I do offer consulting sessions - Let me know if you want to connect to review what you have so far and find optimization opportunities.

I have integration with Zapier to create a project in my Prohect Managenent system in Notion and to add the client to my email list in ConvertKit.   I use another system at client booking called Send Out Cards to get them real mailings and gifts. For example, I do a physical card with a set of brownies when clients sign.   Unfortunately Send Out Carda has no Zapier integration so I’m exploring a nice alternative if possible so I can avoid double entry.  
 

I also creat a folder structure on OneDrive witn Zapier when clients book.  

@David Smith if this is comforting, they have really been working on the automations and adding a ton of tnew things to make them better (there are work arounds I have to create all the time as well). But a couple of us on the Pro team have been putting in ideas such as the “if this/then that” logic you are referring to for branching out automations. I also want to see multiple automations running at the same time.