HoneyBook + Popl
Create new HoneyBook clients from new Popl leads for your individual account
When a new lead emerges in your Popl app, this workflow promptly generates a new client in your HoneyBook app. It helps to streamline your lead management, ensuring potential customers are promptly added to HoneyBook for efficient tracking and follow-ups. This seamless workflow saves time and enhances your customer relationship management process, giving you more space to focus on building client relationships.
When a new lead emerges in your Popl app, this workflow promptly generates a new client in your HoneyBook app. It helps to streamline your lead management, ensuring potential customers are promptly added to HoneyBook for efficient tracking and follow-ups. This seamless workflow saves time and enhances your customer relationship management process, giving you more space to focus on building client relationships.
- When this happens...New Lead (For Your Individual Account)
Triggers when you collect a new contact via Popl.
- automatically do this!Create Client
Create a new client in HoneyBook
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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).
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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.
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