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.
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.
- automatically do this!Create Project
Create a new project in HoneyBook
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PoptinRequired
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 ItClient Full NameRequired
Client EmailRequired
Phone Number
Project Type
Project Date
Project Details
Project Budget
Client 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 ItFull NameRequired
EmailRequired
Address
Phone Number
