Update Pipedrive deals when HoneyBook project stages change
Easily keep your sales pipeline up-to-date with this automation that activates when there's a change in project stage inside HoneyBook. This workflow swiftly updates the corresponding deal in your Pipedrive account to reflect the current stage of your project. Benefit from streamlined productivity as this seamless integration ensures your Pipedrive deals always mirror the latest project updates in HoneyBook.
- When this happens...Project Stage ChangedTriggers when a project manually or automatically changes its stage.
- automatically do this!Update DealUpdates an existing deal.
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More things you can do with HoneyBook and Pipedrive
Discover other triggers and actions you can use with HoneyBook and Pipedrive
- Client Created
Triggers when a new client is created in HoneyBook.
Try ItTriggerInstant - New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Try ItTriggerInstant - Client Full NameRequired
- Client EmailRequired
- Phone Number
- Project Type
- Project Date
- Project Details
- Project Budget
ActionWrite
- Meeting Scheduled
Trigger when a meeting is scheduled or changed
Try ItTriggerInstant - New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Try ItTriggerInstant - Project Stage Changed
Triggers when a project manually or automatically changes its stage.
Try ItTriggerInstant - Full NameRequired
- EmailRequired
- Address
- Phone Number
ActionWrite







