HoneyBook + OpenPhone
Create new HoneyBook clients from completed OpenPhone calls
Effortlessly manage your client communication with this workflow. As soon as you wrap up an incoming call in OpenPhone, a new client entry will be created in HoneyBook. This integration nips the hassle of manual data entry in the bud and ensures a seamless transition between your phone interactions and client management tasks. Streamline your processes whilst maintaining an in-depth record of your business interactions.
Effortlessly manage your client communication with this workflow. As soon as you wrap up an incoming call in OpenPhone, a new client entry will be created in HoneyBook. This integration nips the hassle of manual data entry in the bud and ensures a seamless transition between your phone interactions and client management tasks. Streamline your processes whilst maintaining an in-depth record of your business interactions.
- When this happens...Incoming Call Completed
Triggers when an incoming call is completed. If the call is not picked up by you, the answeredAt field will be null. If the user leaves a voicemail, you will get the recording and a transcription on the same object.
- automatically do this!Create Client
Create a new client in HoneyBook
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