CloudSpot + HoneyBook
Create new CloudSpot contacts from new HoneyBook inquiries
Easily manage your customer inquiries and contacts with this streamlined workflow. When you receive a new inquiry in HoneyBook, it instantly creates a new contact in CloudSpot. This efficient system not only saves time but also ensures every potential client is attended to promptly, enhancing your business efficiency and customer relations.
Easily manage your customer inquiries and contacts with this streamlined workflow. When you receive a new inquiry in HoneyBook, it instantly creates a new contact in CloudSpot. This efficient system not only saves time but also ensures every potential client is attended to promptly, enhancing your business efficiency and customer relations.
- When this happens...New Inquiry
Triggers when a new inquiry is created.
- automatically do this!Create New Contact
Creates a new contact.
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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
New Email Capture
Triggers when a new email was captured in web galleries.
Try It
