HoneyBook + HubSpot
Create new HubSpot deals from HoneyBook inquiries
Streamline your sales process by connecting HoneyBook and HubSpot with this efficient workflow. When you receive a new inquiry in HoneyBook, a deal will be created in HubSpot, ensuring all relevant details are available for your sales team. Save time and effort by automating data transfer between the two platforms, allowing you to focus on closing deals and driving your business forward.
Streamline your sales process by connecting HoneyBook and HubSpot with this efficient workflow. When you receive a new inquiry in HoneyBook, a deal will be created in HubSpot, ensuring all relevant details are available for your sales team. Save time and effort by automating data transfer between the two platforms, allowing you to focus on closing deals and driving your business forward.
- When this happens...New Inquiry
Triggers when a new inquiry is created.
- automatically do this!Create Deal
Creates a Deal in HubSpot.
- Free forever for core features
- 14 day trial for premium features & apps
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
Note
Additional properties to retrieve
Try It
