HoneyBook + LeadConnector
Create HoneyBook clients when stages change in LeadConnector pipelines
Boost your productivity and streamline your client management process with this efficient automation. When a pipeline stage around a potential lead changes within LeadConnector, a new client will be immediately created in HoneyBook. This setup not only helps to ensure no potential client slips through the cracks, but also provides seamless transitions between marketing and client management processes.
Boost your productivity and streamline your client management process with this efficient automation. When a pipeline stage around a potential lead changes within LeadConnector, a new client will be immediately created in HoneyBook. This setup not only helps to ensure no potential client slips through the cracks, but also provides seamless transitions between marketing and client management processes.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Client
Create a new client in HoneyBook
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Client Created
Triggers when a new client is created in HoneyBook.
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First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date Of Birth
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
New Inquiry
Triggers when a new inquiry is created.
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