Create HoneyBook clients from new Popl leads for any team member
Manage your leads more efficiently with this workflow. When a new lead comes in through the Popl app, this automation will instantly turn that lead into a new client in your HoneyBook app. Increase productivity by eliminating manual data entry, while ensuring every lead is immediately captured and attended to in your CRM.
Manage your leads more efficiently with this workflow. When a new lead comes in through the Popl app, this automation will instantly turn that lead into a new client in your HoneyBook app. Increase productivity by eliminating manual data entry, while ensuring every lead is immediately captured and attended to in your CRM.
- When this happens...New Lead
Triggers when you collect a new lead via Popl
- automatically do this!Create Client
Create a new client in HoneyBook
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Lead TypeRequired
Try ItClient 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 It