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Zapier - how to connect with FB Ad form

  • July 11, 2024
  • 1 reply
  • 19 views
Shanna-Kaye Fancher
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I’m trying to connect Zapier to Honeybook, with a lead form from Facebook Ads. 

 

Basically have a FB form connected to an ad, that will use Zapier to feed the leads into Honeybook. 

 

I connected Zapier to Honeybook, and it will connect to create a new client, but it will NOT create a new project. 

 

Any ideas? 

Best answer by Masha Z

Hi @Shanna-Kaye Fancher,

I just mimicked that process in Zapier to see how you can resolve this - and what I’d recommend is to choose to create “New Project” instead of “New Client” in HoneyBook.

Zapier will then ask you to connect this client’s name and email, which means that it will create a new client, but this way you’re also creating a new project simultaneously.

To take it a step further, you can also link this Zap to a specific project type, connecting that to an automation in HoneyBook for anyone who comes in from your Facebook Ads.

Let me know if this helps!

 

 

This topic has been closed for replies.

1 reply

Masha Z
HoneyBook Employee
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  • Masha ZHoneyBook Employee
  • HoneyBook Employee
  • Answer
  • July 18, 2024

Hi @Shanna-Kaye Fancher,

I just mimicked that process in Zapier to see how you can resolve this - and what I’d recommend is to choose to create “New Project” instead of “New Client” in HoneyBook.

Zapier will then ask you to connect this client’s name and email, which means that it will create a new client, but this way you’re also creating a new project simultaneously.

To take it a step further, you can also link this Zap to a specific project type, connecting that to an automation in HoneyBook for anyone who comes in from your Facebook Ads.

Let me know if this helps!

 

 

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