HoneyBook + LeadConnector
Manage new HoneyBook inquiries by adding or updating opportunities in LeadConnector
Stay on top of your new inquiries with this seamless workflow. When a new inquiry arises in HoneyBook, it promptly creates or updates an opportunity in LeadConnector. This efficient process keeps your sales pipeline updated in real time, allowing you to respond more effectively to potential customers and maintain accurate lead tracking. Streamline your sales process now with this automation.
Stay on top of your new inquiries with this seamless workflow. When a new inquiry arises in HoneyBook, it promptly creates or updates an opportunity in LeadConnector. This efficient process keeps your sales pipeline updated in real time, allowing you to respond more effectively to potential customers and maintain accurate lead tracking. Streamline your sales process now with this automation.
- When this happens...New Inquiry
Triggers when a new inquiry is created.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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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
