Follow Up Boss + HoneyBook
Create new deals in Follow Up Boss from new inquiries in HoneyBook
Initiate a streamlined process with this workflow when a new inquiry is set in motion within HoneyBook. It promptly establishes a corresponding deal in Follow Up Boss, fostering an efficient and smooth transfer of information across platforms. This saves considerable time and resources, ensuring your client outreach is seamless and your sales pipeline is always current, accelerating your sales process. Overall, this workflow is the key to a swift and well-coordinated sales procedure.
Initiate a streamlined process with this workflow when a new inquiry is set in motion within HoneyBook. It promptly establishes a corresponding deal in Follow Up Boss, fostering an efficient and smooth transfer of information across platforms. This saves considerable time and resources, ensuring your client outreach is seamless and your sales pipeline is always current, accelerating your sales process. Overall, this workflow is the key to a swift and well-coordinated sales procedure.
- When this happens...New Inquiry
Triggers when a new inquiry is created.
- automatically do this!Create Deal
Creates a deal on a contact.
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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
New Appointment
Fires when a new appointment is created in Follow Up Boss.
Try It
