HoneyBook + LeadConnector
Add/update LeadConnector contacts for new HoneyBook payments
Efficiently manage your contacts after every successful transaction in HoneyBook with this time-saving workflow. When a new payment is marked as paid in HoneyBook, it will instantly add or update the contact in LeadConnector, ensuring your contact database stays up-to-date and organized. Streamline your finances and client relationships for optimal results.
Efficiently manage your contacts after every successful transaction in HoneyBook with this time-saving workflow. When a new payment is marked as paid in HoneyBook, it will instantly add or update the contact in LeadConnector, ensuring your contact database stays up-to-date and organized. Streamline your finances and client relationships for optimal results.
- When this happens...New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
- automatically do this!Add/Update Contact
Adds or updates an existing 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
In PipelineRequired
Moved to Stage
Try It
