Copper + HoneyBook
Create new Copper leads from new HoneyBook inquiries
Stay ahead of your competition with seamless data management. Whenever a new inquiry occurs in HoneyBook, this workflow automatically creates a lead in Copper. It streamlines your process, saving time on data entry while ensuring you never miss a potential client. Get the advantage of enhanced efficiency and immediate lead creation with this workflow.
Stay ahead of your competition with seamless data management. Whenever a new inquiry occurs in HoneyBook, this workflow automatically creates a lead in Copper. It streamlines your process, saving time on data entry while ensuring you never miss a potential client. Get the advantage of enhanced efficiency and immediate lead creation with this workflow.
- When this happens...New Inquiry
Triggers when a new inquiry is created.
- automatically do this!Create Lead
Creates a new Lead.
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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
Entity TypeRequired
Activity TypeRequired
Try It
