Did you know HoneyBook offers integrations with some of the most important tools for small businesses? Learn how to sync your QuickBooks, Zoom, email accounts, and more.
The business landscape is becoming increasingly advanced. The incredible pace at which technology has transformed all types of businesses continues to evolve.
For independent businesses in particular, there are so many ways to leverage technology to manage your business, helping you work more efficiently.
HoneyBook is the CRM platform that puts entrepreneurs in control of their workflow, empowering them to run their businesses the way that works best for them and their clients. Integrations take the platform capabilities one step further by bringing business owners’ favorite tools right into their HoneyBook workspace where they can organize and automate more of their essential business tasks. Now that’s what we call working smarter, not harder. Â
Explore these nine HoneyBook integrations to start enabling your business for more growth!
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1. QuickBooks
For many independent businesses, QuickBooks is the go-to platform for all accounting and financial management. While HoneyBook does offer invoicing, payment processing, and cash flow tracking, it doesn’t offer the full scope of accounting tools that QuickBooks has to offer.
Especially if your revenue comes from many different places, QuickBooks can be your single source of truth for your business’s financial health.
What’s great is that QuickBooks integrates with HoneyBook, so they can complement each other perfectly. If you have a HoneyBook Essentials or Premium plan, all you have to do is go to the Integrations section in your HoneyBook Company Settings. From there, just log into your QuickBooks account and adjust your settings to start pulling in your HoneyBook payment information.
Once you have QuickBooks integrated with your HoneyBook account, you can view all your HoneyBook invoices and payments, including customer information, taxes, discounts, and gratuity. The integration also accounts for your transaction fees, and you can view them in your QuickBooks Expenses.
2. Google (and more)
HoneyBook offers a seamless Google integration so you can sync your Gmail account and Google Calendar. Once you’ve synced your email, any file or message you send through HoneyBook will appear to your client as coming from your integrated email address.
Though Google is one of the most popular platforms for small business email and calendar management, HoneyBook also offers email integration with Outlook, iCloud, Yahoo, Aol, and more.
By integrating your email, you don’t need to sift through your inbox full of messages from all your clients just to find the right email thread. With everything organized by project in HoneyBook, it’s easy to see which messages and files have been sent to each client. HoneyBook also includes read receipts for your sent messages so you can see when clients have opened your emails.
HoneyBook has a calendar that you can start populating manually with meetings and sessions. However, you can also sync with your Google Calendar or other external calendar to pull in all of your booked time.
You can choose to sync your HoneyBook calendar to your external calendar, your external calendar to HoneyBook, or both. With two-way syncing, you’ll be able to see all your external calendar meetings, HoneyBook meetings, tentative projects, and booked projects. All in one place!
Pro tip
HoneyBook also offers a Chrome extension called HoneyBook Extend that you can use to move leads from your Gmail directly into your HoneyBook account. It removes the need to copy/paste new lead information, handling it all for you instead.
3. Meta Lead Ads
Do you spend a lot of your marketing budget and efforts on Meta ads? If so, you’ll benefit from the Facebook and Instagram Lead Ads integration for HoneyBook.
Within your Integrations settings in your HoneyBook account, just log into your Facebook business account. Once you’ve synced your account, HoneyBook will start pulling in the contact information from any new leads captured in your lead ads.
Exporting spreadsheets and copy/pasting customer information isn’t necessary when HoneyBook handles it for you.
4. Zoom
If you handle most of your client or vendor meetings via Zoom, you can integrate your account into HoneyBook to make it your default for meetings.
Once your Zoom account is connected via your account Integrations, you can select Zoom for any video call or make it the default method for new sessions in your HoneyBook Scheduler.
5. Canva
Exciting news for all Canva users: We’ve launched a new integration with Canva that brings your designs into HoneyBook, effortlessly. Now you can add your designs directly into your business workflow without the hassle of downloading and re-uploading files.
Simply connect your Canva account to HoneyBook, and import your visual assets to the HoneyBook Library. From there you can effortlessly incorporate them into any HoneyBook file.
*Note: This is currently only available to members on Essential and Premium plans.
6. Zapier
The last HoneyBook integration we recommend is Zapier. Zapier lets you automate actions in your HoneyBook account with hundreds of other applications, so you can customize your processes.
One great example is using Zapier to connect HoneyBook with your project management software of choice, like Asana. Your Zapier integration can enable you to create a new task in Asana every time someone inquires, books with you, or moves to the next step in your pipeline. Other Zapier ideas include syncing with Slack, Mailchimp, Trello, and ClickUp.
You can also use Zapier to trigger actions in HoneyBook from other software you use. For example, you can create a new client in HoneyBook when someone signs up to your newsletter via HubSpot. Or, let Zapier create a new project for you if you collect inquiries through a specific marketing tool.
7. Pic-Time
This one is specifically for photographers, but it’s a powerful integration that enables you to see your clients all the way through booking to gallery delivery within HoneyBook.
With the Pic-Time integration, you can create new galleries, connect existing ones, and view the status of connected galleries within your HoneyBook projects. To save more time, you can also set the integration to automatically create a new gallery in Pic-Time when you book a new project.
The HoneyBook + Pic-Time integration helps you reduce time-consuming, manual data entry between each platform and ensures that gallery delivery is part of your clientflow inside HoneyBook.
8. Prismm
Event professionals rejoice, HoneyBook integrates with industry-leading 2D and 3D event space planning and spacial design platform Prismm.
This exciting integration puts professional floor plans and immersive 3D renderings right where you need them—in your CRM. The result is a single powerful platform that handles your essential event management needs.Â
By connecting your Prismm account with HoneyBook, you can manage events more easily, get approvals faster, and provide a premium venue and floor plan experience that will wow your clients.
9. Flodesk
With the Flodesk integration, you can automatically add a new HoneyBook lead to a Flodesk email list. From the moment a lead arrives, you can drop them into a branded email nurture automatically.Â
Better yet, you’ll be able to nurture relationships in Flodesk at every stage of the client journey—making client management seamless and effortless.
Leverage HoneyBook integrations to customize your clientflow
HoneyBook is a powerful client-centric CRM platform for entrepreneurs and independent businesses, and with new integrations being added all the time, you can reliably run your most important business asks all from one place. To ensure you’re making the most of your account, check out the integrations mentioned and stay tuned for new ongoing updates.Â
Easily keep track of all your clients and projects using HoneyBook.
