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Set up your first integration
Quickly connect HoneyBook to WordPress with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate HoneyBook with WordPress - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Client Created" from HoneyBook.
Add your action
An action happens after the trigger—such as "Upload Media" in WordPress.
You’re connected!
Zapier seamlessly connects HoneyBook and WordPress, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Client Created
Triggers when a new client is created in HoneyBook.
Try ItTriggerInstant - New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Try ItTriggerInstant - Project Stage Changed
Triggers when a project manually or automatically changes its stage.
Try ItTriggerInstant - Client Full NameRequired
- Client EmailRequired
- Address
- Phone Number
ActionWrite
- New Inquiry
Triggers when a new inquiry is created.
Try ItTriggerInstant - New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Try ItTriggerInstant - Client Full NameRequired
- Client EmailRequired
- Phone Number
- Project Type
- Project Date
- Project Details
- Project Budget
ActionWrite- Status
Try ItTriggerPolling
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Practical ways you can use HoneyBook and WordPress
Sync new inquiries to WordPress blog
When a new inquiry is created in HoneyBook, Zapier can automatically create a draft blog post in WordPress. This ensures that potential customer stories or FAQs can be quickly turned into content, keeping the blog updated.
Business Owner
Create WordPress users for new HoneyBook clients
When a new client is created in HoneyBook, Zapier adds the client as a user in WordPress. This automation streamlines user setup for WordPress sites, improving operational efficiency
ITLearn how to automate HoneyBook on the Zapier blog
Learn how to automate WordPress on the Zapier blog
Frequently Asked Questions about HoneyBook + WordPress integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HoneyBook and WordPress
How do I integrate HoneyBook with WordPress?
Integrating HoneyBook with WordPress involves using third-party integration tools like Zapier. You can create Zaps that trigger on certain actions, such as form submissions on your WordPress site, to automatically create new projects or contacts in HoneyBook.
Can I automatically add new WordPress form submissions to HoneyBook?
Yes, using integration tools, you can set up a trigger for WordPress form submissions. This trigger can then perform the action of creating new leads or contacts in your HoneyBook account.
Is it possible to update a HoneyBook project when something changes on my WordPress site?
Absolutely! You can configure an automation where updates or changes made on specific areas of your WordPress site (like a certain page or post) will trigger a corresponding update in your HoneyBook project details.
How do I handle errors during the integration process?
When setting up the integration, we recommend testing each step of your process within the dashboard of your chosen integration tool. Look out for error logs and adjust triggers and actions accordingly if anything goes wrong.
Can I personalize the data sent from WordPress to HoneyBook?
Yes, you can customize the fields and exactly which data points are sent from your WordPress site to HoneyBook. During setup, map fields between both platforms to ensure accuracy in data transfer.
What triggers should I use when integrating HoneyBook and WordPress?
Common triggers include new posts or form submissions on WordPress. These triggers can initiate actions such as creating a contact or updating project information in HoneyBook.
Are there any limitations when integrating these two platforms?
While many operations are supported, some specific features may not be fully automatable due to API restrictions of either platform. It's important to review both platforms' capabilities during setup.
