Integrating your HoneyBook account with Flodesk enables you to leverage this connection in your HoneyBook automations. We’ll cover how to connect with Flodesk below.

📣 Note

To integrate with Flodesk, you must be using HoneyBook's new automations feature, Automations 2.0. Automations are available to members on Essentials or Premium plans.

Haven't switched to Automations 2.0 yet? Learn more and request to switch here.

Connect your Flodesk account

From any page, click your profile photo in the top right corner of your screen > Company Settings
Select Integrations
By the Flodesk tile, select Connect > Connect in the pop-up that appears
Follow the prompts to log in to your Flodesk account and complete the connection

Your HoneyBook and Flodesk accounts will be connected. Note that at this point, nothing will be sent between HoneyBook and Flodesk. However, you can now use a special action in your HoneyBook automations: “Create/update subscriber,” which sends clients in your HoneyBook projects to your Flodesk subscriber list at a selected trigger. Learn how to configure this in your automations below.

Automatically send project contacts to Flodesk

Once you’ve integrated with Flodesk, you can leverage this connection in your HoneyBook automations. The “Create/update subscriber” automation action lets you send clients in your HoneyBook projects to your Flodesk subscriber list, supercharging your email marketing workflow. We’ll cover how to set this up below.

What this automation action will do	*What this automation action will not* do**
Will automatically send clients in your HoneyBook projects to your Flodesk subscriber list What client, and when in a project’s lifecycle they’ll be sent, are dependent on the automation trigger If the client already exists in Flodesk, will check for a matching email address and update the other fields accordingly	Will not send existing contacts to your Flodesk list Will not send any project participants to Flodesk that have the team member or collaborator roles (clients only) Will not resubscribe users that have previously unsubscribed in Flodesk

Start with the Flodesk automation preset (recommended)

First, ensure you’ve connected your Flodesk account
- If you do not yet have a paid Flodesk account, you can create one here
Access the Flodesk automation preset. Either:
1. From the top navigation bar, select Automations > click Flodesk automation (HB template)
2. Or, navigate to your Integrations page > click View Automation by the Flodesk tile
The Flodesk automation preset will open in the automations builder. Click the Create/update subscriber action to adjust the action settings
1. Flodesk action: Cannot be adjusted; must be “Create/update subscriber”
2. Subscriber full name: Must click the drop-down and select the suggestion. The suggestion will depend on the automation trigger
3. Subscriber email: Must click the drop-down and select the suggestion. The suggestion will depend on the automation trigger
4. Select segments: Select the segment(s) that will be assigned to the client in Flodesk
5. Send double opt-in email: Toggle this ON or OFF to decide if you’d like Flodesk to trigger an automatic opt-in email for the client
  - Learn more here
  - Sending an opt-in email is a best practice for email marketing
Continue building out your automation as needed
When you’re ready, toggle the Active status ON for the automation to start running in projects that meet the trigger criteria

Start with a new automation

First, ensure you’ve connected your Flodesk account
- If you do not yet have a paid Flodesk account, you can create one here
Get started creating a new automation
Select the plus (+) sign to add a new step > Action
Select Create/update subscriber
Adjust the settings for the action
1. Flodesk action: Cannot be adjusted; must be “Create/update subscriber”
2. Subscriber full name: Must click the drop-down and select the suggestion. The suggestion will depend on the automation trigger
3. Subscriber email: Must click the drops-down and select the suggestion. The suggestion will depend on the automation trigger
4. Select segments: Select the segment(s) that will be assigned to the client in Flodesk
5. Send double opt-in email: Toggle this ON or OFF to decide if you’d like Flodesk to trigger an automatic opt-in email for the client
  - Learn more here
  - Sending an opt-in email is a best practice for email marketing
Continue building out your automation as needed
When you’re ready, toggle the Active status ON for the automation to start running in projects that meet the trigger criteria

What client information will map to Flodesk

The client information that will map to Flodesk depends on the automation trigger that you select.

Automation trigger	Information that will be sent to Flodesk subscriber list
Meeting scheduled (Calendly)	The name and email address of the client who scheduled the meeting in Calendly
Contact form submitted	The name and email address of the client who submitted the contact form
Lead form submitted	The name and email address of the client who submitted the lead form
Session scheduled	If a session is scheduled by a client, through a scheduling link or a Scheduler block: That client’s name and email address If a session is scheduled by you (the business), through the project: The first client project participant’s name and email address
Session starts	If a session is scheduled by a client, through a scheduling link or a Scheduler block: That client’s name and email address If a session is scheduled by you (the business), through the project: The first client project participant’s name and email address
Session ends	If a session is scheduled by a client, through a scheduling link or a Scheduler block: That client’s name and email address If a session is scheduled by you (the business), through the project: The first client project participant’s name and email address
File is completed	The name and email address of the client who completed the file If the file is manually marked as completed by you (the business): The first client project participant’s name and email address
Questionnaire submitted	The name and email address of the client who submitted the file If the file is manually marked as completed by you (the business): The first client project participant’s name and email address
First payment paid	The name and email address of the client who submitted the payment If the payment is marked as paid by you (the business): The first client project participant’s name and email address
Invoice paid in full	The name and email address of the client who submitted the final payment If the final payment is marked as paid by you (the business): The first client project participant’s name and email address
Contract signed	The name and email address of the client who signed the contract
All signatures signed	The name and email address of the first client project participant
Project date	The name and email address of the first client project participant
Project end date	The name and email address of the first client project participant
Project moved to completed	The name and email address of the first client project participant
Manual trigger	The name and email address of the first client project participant

FAQ

Why should I integrate with Flodesk?

Integrating your HoneyBook account with Flodesk unlocks a special automation action that lets you automatically send HoneyBook project participants to your subscribers list in Flodesk. An example use case: “I want new inquiries from HoneyBook to be added automatically to a list that is managed in Flodesk.”

Setting up this integration allows you to streamline your email marketing efforts and manage your funnel without leaving HoneyBook.

Is it possible to send all of my existing contacts in HoneyBook to Flodesk?

No. This isn’t currently possible with the integration–the integration only works for new contacts. What you can do, however, is export your HoneyBook contacts list, then upload to Flodesk using their "import new subscribers" feature.

What are some example use cases?

Use case	Automation setup
If you want to send new leads to your Flodesk subscriber list	Trigger: Lead form submitted or contact form submitted Action: Create/update subscriber Plus any other waits, actions, or conditions you’d like to include
If you want to send the contact details of whoever submits a questionnaire to Flodesk	Trigger: Questionnaire submitted Action: Create/update subscriber Plus any other waits, actions, or conditions you’d like to include

These are just examples; you can leverage the Flodesk automation action in your automations in a number of ways.

Can you share more about email opt-in?

Having your clients and contacts consent to receive email marketing is a business best practice–it helps you stay compliant with regulations, protects you from spambots, and builds credibility with your contacts.

To ensure your HoneyBook clients opt-in to receive email marketing you may send through Flodesk, you have a few options:

1. Consent language: At some point prior to the Flodesk action, add consent language. If the automation trigger is "Lead form submitted," consider adding a Text approval block to the form, indicating that by submitting the form, the lead consents to be added to an email marketing list.

2. Double opt-in: By default, the Flodesk action will have Send double opt-in email ON. This will trigger an automated email from Flodesk that gets sent out to the client's inbox, asking them once more to confirm that they wish to be on your marketing email list. Double opt-in is a great way to ensure that contacts consent to receive emails, and that you are maintaining email marketing best practices. Read more about double opt-in here. If you collect consent in another way, you can set the double opt-in email to OFF.

Who is eligible to integrate with Flodesk and use the Flodesk action in automations?

To integrate with Flodesk, you must:

Be using HoneyBook’s new automations feature, Automations 2.0 (available to members on Essentials or Premium plans)
Be on a paid Flodesk account

Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!

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