HoneyBook + Hunter

HoneyBook + Hunter integrations

Create new HoneyBook clients from new Hunter leads

With this workflow, when you acquire a new lead in Hunter, it will instantly create a new client in HoneyBook. This process ensures your leads are effectively managed and customer data is quickly organized in HoneyBook. Save time on data entry and focus more on nurturing your clients and growing your business.

When this happens...
New LeadTriggers when a new lead is created.
TriggerInstant
automatically do this!
Create ClientCreate a new client in HoneyBook
ActionWrite

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More things you can do with Hunter and HoneyBook

Discover other triggers and actions you can use with Hunter and HoneyBook

- Campaign
Trigger
Instant
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New Campaign
Triggers when a new campaign is available to your account.
Trigger
Polling
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- Email
  Required
- First Name
- Last Name
- Company
- Position
- Twitter
- Phone Number
- LinkedIn URL
- Company Industry
- Company Size
- Confidence Score
- Website
- Country Code
- Source
- Notes
- List
Action
Write
- Domain or Company
  Required
Action
Search
- Email
  Required
Action
Search

Meeting Scheduled
Trigger when a meeting is scheduled or changed
Trigger
Instant
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New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Trigger
Instant
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Project Stage Changed
Triggers when a project manually or automatically changes its stage.
Trigger
Instant
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- Full Name
  Required
- Email
  Required
- Address
- Phone Number
Action
Write

- Campaign
Trigger
Instant
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New Lead
Triggers when a new lead is created.
Trigger
Instant
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- Campaign
  Required
- Email
  Required
Action
Write
- Domain or Company
  Required
- First Name
  Required
- Last Name
  Required
- Max duration
Action
Search
Client Created
Triggers when a new client is created in HoneyBook.
Trigger
Instant
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- Note
Trigger
Instant
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New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Trigger
Instant
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- Client Full Name
  Required
- Client Email
  Required
- Phone Number
- Project Type
- Project Date
- Project Details
- Project Budget
Action
Write

About HoneyBook

HoneyBook is the leading client-flow platform independent businesses use to showcase services, book clients, manage projects, and get paid.

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CRM (Customer Relationship Management)

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About Hunter

Hunter lets you find professional email addresses in seconds and connect with the people that matter for your business.

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Related categories

Contact Management