HoneyBook + Popl
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 (For Any Team Member)
Triggers when any member of your team collects a new lead.
- automatically do this!Create Client
Create a new client in HoneyBook
- Free forever for core features
- 14 day trial for premium features & apps
New Lead (For Your Individual Account)
Triggers when you collect a new contact via Popl.
Try ItNew Lead (For Your Subteam)
Triggers when any member in your subteam collects a new lead.
Try ItNew 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 It
New Lead (For Any Team Member)
Triggers when any member of your team collects a new lead.
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
