Create new contacts in Capsule CRM from new inquiries in HoneyBook
Save time and streamline your workflow with this automation that effortlessly connects HoneyBook to Capsule CRM. Whenever there's a new inquiry in HoneyBook, this workflow will promptly create a corresponding contact in Capsule CRM. Now you can effortlessly stay atop of all your contacts, ensuring nothing slips through the cracks.
Save time and streamline your workflow with this automation that effortlessly connects HoneyBook to Capsule CRM. Whenever there's a new inquiry in HoneyBook, this workflow will promptly create a corresponding contact in Capsule CRM. Now you can effortlessly stay atop of all your contacts, ensuring nothing slips through the cracks.
- When this happens...New Inquiry
Triggers when a new inquiry is created.
- automatically do this!Create Contact
Creates a new Person or Organisation.
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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