Connect HoneyBook and Microsoft Office 365 to unlock the power of automation
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Set up your first integration
Quickly connect HoneyBook to Microsoft Office 365 with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate HoneyBook with Microsoft Office 365 - 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 "Create Event" in Microsoft Office 365.
You’re connected!
Zapier seamlessly connects HoneyBook and Microsoft Office 365, 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 - Full NameRequired
- 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- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Try ItTriggerPolling
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Practical ways you can use HoneyBook and Microsoft Office 365
Follow up on new payments via email
When a client makes a new payment in HoneyBook, Zapier triggers an email from Microsoft Office 365 to confirm receipt or provide the next steps. This automation increases responsiveness, enhances client satisfaction, and reduces administrative overhead.
Business Owner
Track project stage changes in email
When a project's stage changes in HoneyBook, Zapier sends an email notification through Microsoft Office 365. This ensures IT teams stay updated on relevant project statuses, streamlining communication and minimizing bottlenecks.
ITAdd new inquiries to Office 365 calendar
When a new inquiry is recorded in HoneyBook, Zapier automatically creates a calendar event in Microsoft Office 365. This ensures project managers can promptly allocate time for client consultations or project discussions, improving scheduling accuracy and reducing missed opportunities.
Project ManagementLearn how to automate HoneyBook on the Zapier blog
Learn how to automate Microsoft Office 365 on the Zapier blog
Frequently Asked Questions about HoneyBook + Microsoft Office 365 integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HoneyBook and Microsoft Office 365
How do I connect HoneyBook with Microsoft Office 365?
You can connect HoneyBook with Microsoft Office 365 through our integration platform. Start by logging into your account, navigate to the integrations section, and follow the prompts to authenticate both applications.
Can I automate meeting scheduling between HoneyBook and Microsoft Office 365?
Yes, once integrated, you can set automation where a new project in HoneyBook triggers a meeting setup in your Outlook calendar.
How does email synchronization work between HoneyBook and Microsoft 365?
Email synchronization allows emails sent from your Office 365 account to be logged into HoneyBook. This means you'll have a complete email history for each client within the platform.
What happens if there's an error during integration setup?
If there's an error during setup, check your authentication credentials for both platforms. Ensure that pop-ups aren't blocked and that permissions are correctly granted in Office 365 for smooth integration. If problems persist, reach out to our support team.
Is it possible to sync contacts between HoneyBook and Office 365?
Yes, you can set up an automated process where new contacts added in HoneyBook are automatically added to your Office 365 contacts list as well, ensuring consistency across platforms.
Will changes made in Microsoft Office 365 reflect back in HoneyBook?
Currently, the integration supports one-way sync from HoneyBook to Office 365. Changes made in Office 365 will not automatically update within HoneyBook but is something we are looking into enhancing.
Are there limitations on what data can be shared between HoneyBook and Microsoft Office 365?
Currently, we focus on syncing key information such as emails and contacts. Files like documents or spreadsheets aren't directly synced but might require additional steps or tools for integration.
