HoneyBook + Pipedrive
Update Pipedrive deals when HoneyBook project stages change
Easily keep your sales pipeline up-to-date with this automation that activates when there's a change in project stage inside HoneyBook. This workflow swiftly updates the corresponding deal in your Pipedrive account to reflect the current stage of your project. Benefit from streamlined productivity as this seamless integration ensures your Pipedrive deals always mirror the latest project updates in HoneyBook.
Easily keep your sales pipeline up-to-date with this automation that activates when there's a change in project stage inside HoneyBook. This workflow swiftly updates the corresponding deal in your Pipedrive account to reflect the current stage of your project. Benefit from streamlined productivity as this seamless integration ensures your Pipedrive deals always mirror the latest project updates in HoneyBook.
- When this happens...Project Stage Changed
Triggers when a project manually or automatically changes its stage.
- automatically do this!Update Deal
Updates an existing deal.
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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
