HoneyBook + Proof
Create conversions in Proof from new inquiries in HoneyBook
When a new inquiry lands in your HoneyBook app, don’t miss a beat. This workflow kick-starts the process by creating conversions in Proof, ensuring that every lead is promptly addressed and none slip through the cracks. A solid way to optimize your customer engagement and conversion rates.
When a new inquiry lands in your HoneyBook app, don’t miss a beat. This workflow kick-starts the process by creating conversions in Proof, ensuring that every lead is promptly addressed and none slip through the cracks. A solid way to optimize your customer engagement and conversion rates.
- When this happens...New Inquiry
Triggers when a new inquiry is created.
- automatically do this!Create Conversion
Creates a new conversion for a campaign.
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Client Created
Triggers when a new client is created in HoneyBook.
Try ItNote
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
Meeting Scheduled
Trigger when a meeting is scheduled or changed
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
