Cascade Strategy + HoneyBook
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.
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 Inquiry
Triggers when a new inquiry is created.
- automatically do this!Update Measure Current Value
Updates a measure current value
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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
New Inquiry
Triggers when a new inquiry is created.
Try ItNew Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Try ItClient Full NameRequired
Client EmailRequired
Phone Number
Project Type
Project Date
Project Details
Project Budget
WorkspaceRequired
PlanRequired
ActionRequired
Action ValueRequired
