HoneyBook + Poptin

Create projects in HoneyBook from new leads in Poptin

Streamline your lead management process with this workflow. Whenever a new lead is captured in Poptin, a project gets created instantly in HoneyBook. This integration helps to ensure that all your new leads are promptly handled in HoneyBook, enhancing your lead management efficiency.

When this happens...
New Lead
Triggers when a new lead is created through a Poptin conversion.
TriggerInstant
automatically do this!
Create Project
Create a new project in HoneyBook
ActionWrite

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Supported triggers and actions

- PoptinRequired
Trigger
Instant
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Meeting Scheduled
Trigger when a meeting is scheduled or changed
Trigger
Instant
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New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Trigger
Instant
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Project Stage Changed
Triggers when a project manually or automatically changes its stage.
Trigger
Instant
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- Full NameRequired
- EmailRequired
- Address
- Phone Number
Action
Write

Client Created
Triggers when a new client is created in HoneyBook.
Trigger
Instant
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- Note
Trigger
Instant
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New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Trigger
Instant
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- Client Full NameRequired
- Client EmailRequired
- Phone Number
- Project Type
- Project Date
- Project Details
- Project Budget
Action
Write