HoneyBook Integrations

  • Add new HoneyBook inquiries to a MailChimp list

    Adding new inquiries to your email marketing list through the Zapier integration is a great way to grow your list and keep in contact without spending time manually copying/pasting their contact info. Once activated, this HoneyBook-MailChimp integration will automatically subscribe new inquiry contacts to a MailChimp list.

    Note: This will not add inquiries that you add to your HoneyBook account manually

    How this HoneyBook-MailChimp integration works

    1. A new inquiry is created from the HoneyBook contact form
    2. MailChimp adds the inquiry to your desired list

    Apps involved

    • HoneyBook
    • MailChimp
  • Create new Trello cards when HoneyBook project are booked

    Do you already use Trello to help track and manage all the little details of your projects? With this integration, you can easily create a new Trello card as soon as you book a new project on HoneyBook to kickstart your process.

    How this HoneyBook-Trello integration works

    1. A project is booked from HoneyBook
    2. Trello will create a new card for that project

    Apps involved

    • HoneyBook
    • Trello
  • Create new Google Drive folders when new HoneyBook projects are booked

    Organize your projects seamlessly on Google Drive by automatically creating a new folder, every time you book a new project in HoneyBook. That way, you can keep everything up-to-date across all of your tools.

    How this HoneyBook-Google Drive integration works

    1. A new project is booked from HoneyBook
    2. Zapier creates a new folder in Google Drive

    Apps involved

    • HoneyBook
    • Google Drive
  • Create new Asana tasks when HoneyBook projects are moved to a new stage

    Knowing what stage of a project you are in keeps you on track and organized for what comes next. Using this HoneyBook-Asana integration, you can now automatically create new tasks in your Asana account whenever a HoneyBook project is moved to a new stage of your pipeline. Never miss a beat.

    How this HoneyBook-Asana integration works

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

    Apps involved

    • HoneyBook
    • Asana
  • Create new Dropbox folders when new HoneyBook projects are booked

    Help keep your projects organized from the beginning by automatically creating a new Dropbox folder, every time you book a new project in HoneyBook. That way, you can spend less time on the tedious tasks and focus your energy on completing your projects.

    How this HoneyBook-Mailchimp integration works

    1. A new project is booked from HoneyBook
    2. Dropbox will create a new folder to keep you organized

    Apps involved

    • HoneyBook
    • Dropbox
  • Keep track of your HoneyBook payments in Google Sheets

    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
  • Send out of office emails via Gmail to new HoneyBook inquiries

    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
  • Create new tasks on Wunderlist when HoneyBook projects move to a new stage

    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
  • Create Slack channels when projects are booked on HoneyBook

    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
  • Send SMS messages to HoneyBook clients when proposals have been sent

    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
  • Send SMS updates via TextMagic to newly booked HoneyBook clients

    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
  • Send Delighted surveys for HoneyBook project stage changes

    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
  • Post Slack channel messages when you receive new HoneyBook inquiries

    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
  • Add new HoneyBook inquiries to a ConvertKit sequence

    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
  • Create or update invoices in FreshBooks anytime payments are received from HoneyBook

    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
  • Create marketing campaigns in CoSchedule when HoneyBook projects are completed

    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
  • Enroll new clients into Teachable courses once they book you on HoneyBook

    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
  • Add new emails from HoneyBook inquiries to a SendPulse list

    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
  • Add new HoneyBook inquiries to an AWeber list

    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
  • Add new Honeybook inquiries to your Bonjoro to-do list

    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

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HoneyBook Integration Details

Launched on Zapier September 13, 2017

Zapier combines Triggers (like "New Project Booked") and Actions (like "Create Campaign") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following HoneyBook Triggers, Searches, and Actions are supported by Zapier:

New Project Booked

Triggers when a project is booked (an agreement/proposal signed or retainer paid).

New Inquiry

Triggers when a new inquiry is created.

New Payment Paid

Triggers when any payment is successfully paid by the client (including manual payments).

Project Stage Changed

Triggers when a project manually or automatically changes its stage.

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HoneyBook is a proactive platform for creative small businesses to create, review, and manage their business - all in one place.