Cascade Strategy + HoneyBook

Cascade Strategy + HoneyBook integrations

Update Cascade Strategy measurements when new inquiries appear in HoneyBook

Effortlessly manage your sales metrics with this handy workflow. When a new inquiry is added in HoneyBook, it seamlessly updates the current value of a measure in Cascade Strategy. Keep track of your progress in real-time and ensure that all your key performance indicators are aligned with your business objectives.

When this happens...
New InquiryTriggers when a new inquiry is created.
TriggerInstant
automatically do this!
Update Measure Current ValueUpdates a measure current value
ActionWrite

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More things you can do with HoneyBook and Cascade Strategy

Discover other triggers and actions you can use with HoneyBook and Cascade Strategy

Client Created
Triggers when a new client is created in HoneyBook.
Trigger
Instant
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- Note
Trigger
Instant
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New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Trigger
Instant
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- Client Full Name
  Required
- Client Email
  Required
- Phone Number
- Project Type
- Project Date
- Project Details
- Project Budget
Action
Write
- Workspace
  Required
- Plan
  Required
- Action
  Required
- Action Value
  Required
Action
Write

- Workspace Name
  Required
- Plan Name
  Required
- Measure Name
  Required
- date
  Required
- value
  Required
Action
Write

Meeting Scheduled
Trigger when a meeting is scheduled or changed
Trigger
Instant
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New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Trigger
Instant
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Project Stage Changed
Triggers when a project manually or automatically changes its stage.
Trigger
Instant
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- Full Name
  Required
- Email
  Required
- Address
- Phone Number
Action
Write
- Workspace Name
  Required
- Plan Name
  Required
- Measure Name
  Required
- Measure Value
  Required
Action
Write

About Cascade Strategy

Cascade helps organizations plan, execute, measure, and adapt their strategies in one place so they see business results faster.

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Related categories

Business Intelligence

About HoneyBook

HoneyBook is the leading client-flow platform independent businesses use to showcase services, book clients, manage projects, and get paid.

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Related categories

CRM (Customer Relationship Management)

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