HoneyBook + LeadConnector
Create new HoneyBook projects when stages change in LeadConnector pipelines
Stay on top of your lead management and project creation with this LeadConnector and HoneyBook integration. Every time there's a shift in stage within LeadConnector, it triggers the initiation of a new project within HoneyBook. Now, business progress stays aligned with lead progression, eliminating the need for manual data input and allowing you to focus more on achieving your business objectives.
Stay on top of your lead management and project creation with this LeadConnector and HoneyBook integration. Every time there's a shift in stage within LeadConnector, it triggers the initiation of a new project within HoneyBook. Now, business progress stays aligned with lead progression, eliminating the need for manual data input and allowing you to focus more on achieving your business objectives.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Project
Create a new project 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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