HoneyBook + Pipedrive
Create new Pipedrive deals from incoming HoneyBook inquiries
Boost your sales process with this workflow. When you receive a new inquiry in HoneyBook, a deal is instantly created in Pipedrive. This helps accelerate your deal-making process by ensuring every inquiry is promptly attended to, thus improving customer satisfaction and potentially increasing sales conversions.
Boost your sales process with this workflow. When you receive a new inquiry in HoneyBook, a deal is instantly created in Pipedrive. This helps accelerate your deal-making process by ensuring every inquiry is promptly attended to, thus improving customer satisfaction and potentially increasing sales conversions.
- When this happens...New Inquiry
Triggers when a new inquiry is created.
- automatically do this!Create Deal
Creates a new deal.
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- 14 day trial for premium features & apps
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
New 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
Activity filterRequired
Try It
