HoneyBook + LeadConnector
Create new LeadConnector leads from new HoneyBook clients
Simplify your client management process with this automation that connects HoneyBook and LeadConnector. As soon as a new client is created in HoneyBook, their details are immediately added to a campaign in LeadConnector. This workflow not only helps to streamline customer management, but it also saves your time and ensures speedy communication with your clients.
Simplify your client management process with this automation that connects HoneyBook and LeadConnector. As soon as a new client is created in HoneyBook, their details are immediately added to a campaign in LeadConnector. This workflow not only helps to streamline customer management, but it also saves your time and ensures speedy communication with your clients.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- automatically do this!Add Lead to Campaign
Adds a lead to an existing campaign.
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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
