CRM Specialist: HoneyBook & Connecteam Integration via Zapier
UpworkUSNot specifiedintermediateScore: 57
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I’m Leslie from Organizing for Life, a professional organizing company. We are scaling fast and need an expert to help us streamline our backend operations so we can focus on our clients.
The Project
We currently use HoneyBook as our primary CRM and Connecteam for staff scheduling and communication. We need a Zapier expert to build a robust bridge between these platforms to automate our workflow.
Primary Goals:
Sync Contacts: Automatically create/update users or clients in Connecteam when a lead or project is created in HoneyBook.
Automate Scheduling: Ensure that booked sessions or "shifts" in HoneyBook flow directly into the Connecteam Team Calendar.
Workflow Optimization: Audit our current HoneyBook "Smart Files" and Automations to ensure there are no data gaps before they hit the Zapier pipeline.
Who You Are
Zapier Master: You understand multi-step Zaps, filters, and pathing.
HoneyBook Power User: You know how to trigger actions based on project status changes.
Connecteam Savvy: You’ve worked with their API or Zapier integration to manage shifts and directories.
Detail Oriented: You don't just "plug it in"; you test it to make sure the team calendar is 100% accurate.
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Spent: $432.11Rating: 0.0Verified