HoneyBook + Pumble
Create channels in Pumble from new inquiries in HoneyBook
Easily manage your client inquiries with this efficient workflow. When you receive a new inquiry in HoneyBook, it will instantly start a new channel in Pumble, helping you keep everything organized and in one place. Streamline your customer interaction process and enhance your team's communication, making it simpler to address client questions or concerns.
Easily manage your client inquiries with this efficient workflow. When you receive a new inquiry in HoneyBook, it will instantly start a new channel in Pumble, helping you keep everything organized and in one place. Streamline your customer interaction process and enhance your team's communication, making it simpler to address client questions or concerns.
- When this happens...New Inquiry
Triggers when a new inquiry is created.
- automatically do this!Create Channel
Creates a channel in the Workspace
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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
