HoneyBook Integrations

Keeping track of all payments received has never been easier. You can easily send all HoneyBook payments to any Google Sheet automatically with this Zapier integration. That way, you can share and update the sheets with payment information to share with your company.

Note: This zap will track all payments recorded through HoneyBook including manual entries of cash or check payments.

How this HoneyBook-Google Sheets integration works

1. When a client makes a payment on a HoneyBook project
2. A new row is created in a Google Sheets spreadsheet

Apps involved

• HoneyBook
• Google Sheets

While HoneyBook allows you to take your office with you anywhere, we understand that you need to take a day or two off, or that weekends are packed with projects. You probably still want to let new inquiries know that they are top of mind and that you will respond to them as soon as possible. With an integration between HoneyBook and Gmail, you can send an out-of-office reply to new inquiries when they fill out your HoneyBook contact form.

Note: You can have this zap set up and easily toggle it on and off when needed

How this HoneyBook-Gmail integration works

1. New inquiry is added through HoneyBook contact form
2. Gmail will send a customized response to inquiry

Apps involved

• HoneyBook
• Gmail

Staying organized is the key to efficient project management. Using this HoneyBook-Wunderlist integration, you can now create new tasks in your Wunderlist app whenever a HoneyBook project is moved to a new stage of your pipeline. Always be on task.

How this HoneyBook-Wunderlist integration works

1. A HoneyBook project is moved to a new stage of your pipeline
2. Zapier will automatically create a new Wunderlist task for that project, based off the stage it moves into

Apps involved

• HoneyBook
• Wunderlist

Communicating with your team on a specific project has never been easier with this HoneyBook and Slack integration. When a project is booked, a designated Slack channel will be created for you to manage all communications about that project in a centralized place.

How this HoneyBook-Slack integration works

1. A HoneyBook project is booked
2. Slack will create a channel specifically for that project

Apps involved

• HoneyBook
• Slack

Give your files a personal follow-up by automatically sending your clients a personalized text message letting them know you have just sent a proposal over, for them to review. Once set up, whenever a project stage status has changed in HoneyBook, TextMagic will send an SMS message to your client automatically.

Note: Adding a phone number field to your HoneyBook contact form will help ensure you can do text message follow up with your inquiries

How this HoneyBook-TextMagic integration works

1. A new proposal is moved to the Proposal Sent stage on the HoneyBook pipeline (this is an automated auction in HoneyBook)
2. TextMagic sends a customized text message to the client letting them know the proposal has been sent

Apps involved

• HoneyBook
• TextMagic

Let your new clients know how excited you are to work with them by sending a personalized thank you text when they book you for a project. Once activated, this Zapier automation will automatically send a text message via TextMagic to clients who book a project with your through HoneyBook.

Note: Adding a phone number field to your HoneyBook contact form will help ensure you can do text message follow up with your inquiries

How this HoneyBook-TextMagic

1. When a client books you from HoneyBook
2. TextMagic will send an automatic SMS message to your new client

Apps involved

• HoneyBook
• TextMagic

Feedback is an essential part of growth form many creative entrepreneurs, but making sure to ask for it can sometimes get overlooked. You can now send your clients an automated Delighted survey to capture valuable insights as soon as you complete the HoneyBook project and see what you are doing well in your business and where improvements can be made.

Note: Delighted will allow you to add a delay, so that the survey won't be sent right away.

How this HoneyBook-Delighted integration works

1. When a HoneyBook project is moved to the completed stage in the pipeline
2. Delighted will send out a survey to your client

Apps involved

• HoneyBook
• Delighted

Keep your team informed and easily communicate about new inquiries. Once activated, this integration will allow you to automatically post new HoneyBook inquiries to Slack.

Note: This will not add inquiries to your HoneyBook account manually, they must be added to HoneyBook from the contact form.

How this HoneyBook-Slack integration works

1. A new inquiry is created from the HoneyBook contact form
2. Slack will send a message with project details to a preselected channel

Apps involved

• HoneyBook
• Slack

Connect to new inquiries instantly by adding them to your monthly newsletter or sending them weekly email updates. This HoneyBook-ConvertKit integration will automatically add all new HoneyBook inquires to a ConvertKit sequence. Save time and stay connected to people who matter.

How this HoneyBook-ConvertKit integration works

1. A new inquiry is created from the HoneyBook contact form
2. Zapier adds the inquiry to your desired sequence in ConvertKit

Apps involved

• HoneyBook
• ConvertKit

Updating invoices every time you receive a payment can be painful. This HoneyBook-FreshBooks integration will automatically create or update a FreshBooks invoice anytime a payment is received in HoneyBook. Seamlessly manage your bookkeeping so you can focus on the more important things.

Note: This zap will track all payments recorded through HoneyBook including manual entries of cash or check payments.

How this HoneyBook-FreshBooks integration works

1. A new payment is received in HoneyBook
2. FreshBooks will either create a new or update an existing invoice to track the payment

Apps involved

• HoneyBook
• FreshBooks

For many creative entrepreneurs, the work does not end when a project is complete. Showcasing that project for your clients and potential clients will need a marketing plan. Using this HoneyBook-CoSchedule integration, you can now automatically create a new marketing campaign in your CoSchedule account when your HoneyBook project is completed.

Note: You can also update this zap to create a marketing campaign at any stage on your HoneyBook pipeline.

How this HoneyBook-CoSchedule integration works

1. A project is moved to the completed stage (or another specified stage) on your HoneyBook pipeline
2. CoSchedule will create a new marketing campaign for that project

Apps involved

• HoneyBook
• CoSchedule

Do you have knowledge that you want to share? Using this HoneyBook-Teachable integration, you can now automatically enroll clients into a teachable course once they have booked you on HoneyBook. Now you can quickly send clients any information you need!

How this HoneyBook-Teachable integration works

1. A project is booked on HoneyBook
2. Zapier will automatically enroll your client in your Teachable course

Apps involved

• HoneyBook
• Teachable

New inbound inquiries deserve a fast follow-up. This HoneyBook-SendPulse integration will automatically add all new emails from HoneyBook inquires to a SendPulse mailing list. That way, your sales team can jump on the prospect, without having to switch back and forth between apps.

How this HoneyBook-SendPulse integration works

1. A new inquiry is created from the HoneyBook contact form
2. SendPulse adds the email to your selected list

Apps involved

• HoneyBook
• SendPulse

Automatically grow your email marketing list by sending your HoneyBook inquiries to your AWeber email list. This Zapier integration will create a new AWeber subscriber whenever an inquiry is received in HoneyBook.

How it works

1. A new inquiry is received in HoneyBook.
2. Zapier creates a new AWeber subscriber based on the inquiry.

What you need

• HoneyBook account
• AWeber account

Engage with inquiries in the most personal way possible. This Zapier integration takes your latest Honeybook inquiries and adds them to your Bonjoro account. Record them a personal video to show that you’ll take care of them at each and every step of their journey with you.

How this Honeybook-Bonjoro integration works:

1. You receive a new inquiry via Honeybook
2. Zapier adds their details to your Bonjoro To-Do list

Apps involved:

• Honeybook
• Bonjoro