Client Dispute Manager + HoneyBook
Create new HoneyBook clients from new leads in Client Dispute Manager
Boost your productivity with this seamless workflow. When a new lead comes your way in Client Dispute Manager, it will immediately create a new client in HoneyBook. It's an efficient way to keep your client list updated and ensure smoother communications, so you can focus on nurturing your new leads rather than manual data transfer.
Boost your productivity with this seamless workflow. When a new lead comes your way in Client Dispute Manager, it will immediately create a new client in HoneyBook. It's an efficient way to keep your client list updated and ensure smoother communications, so you can focus on nurturing your new leads rather than manual data transfer.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Client
Create a new client in HoneyBook
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Affiliate Active Status
Triggers when we change affiliates from any status to active status.
Try ItArchive Lead Status
Triggers when we change the status from archive lead to other status.
Try ItCompleted Status
Triggers when we change the status from completed to other status.
Try ItLead Status
Triggers when we change the status from lead to other status.
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Active Status
Triggers when we change the status from active to other status.
Try ItCancelled Status
Triggers when we change the status from cancelled to other status.
Try ItInactive Status
Triggers when we change the status from Inactive to other status.
Try ItNew Customer
Triggers when a new customer is created.
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