When you connect your Gmail account, HoneyBook AI identifies potential leads in your inbox, including inquiries from marketplaces like The Knot, WeddingWire, Zola, and PartySlate. It automatically creates a contact and, for qualifying inquiries, a project. No separate setup is needed for marketplace leads — they're detected by sender domain through your existing Gmail connection.
Adjust Gmail lead finder settings
When you connect your Gmail account to HoneyBook, Gmail lead finder is turned on by default. You can turn it off or back on at any time from your AI preferences:
From the navigation menu, select your company logo > Company settings
Select HoneyBook AI
Under "Lead management," turn Gmail lead finder on or off
How Gmail lead finder works
When you first turn it on
HoneyBook AI looks through your past 30 days of communication history and pulls in any inquiries it identifies. You'll get a single notification summarizing everything found during this initial scan, which takes you straight to your pipeline filtered to Gmail leads.
Ongoing monitoring
Once turned on, HoneyBook AI continuously monitors for new relationship activity. It only flags net new prospects — inquiries from contacts who already have a booked project won't create a new lead. The same goes for contacts you already have an active project for from the last 30 days (for example, if they also filled out your contact form) — you won't end up with a duplicate.
When a new lead is identified, you'll be notified through:
Your notification bell and an in-app toast
An email
A notification in your notifications center
How leads are imported
The lead won't receive any communication, and won't be notified they've been identified as a lead
A new project is created and added to your pipeline's Inquiry stage. No manual step required. The project shows a "New lead" badge with a Gmail icon, which clears once you act on it (for example, by moving it to a different stage)
A contact is created as part of that project, with their email address, name, and last interaction date added to your Contacts page
The contact source is set as Gmail, so you can tell it came from the Gmail lead finder
A conversation summary generated by HoneyBook AI is added to the contact notes and the original Gmail thread (not visible to the lead)
HoneyBook AI pulls in what it can find for the project: name, project type, date, and location
If a field like event date or budget is missing, that doesn't block the project from being created — the project is created with whatever details the inquiry makes clear
Auto-created projects don't trigger automations
These projects follow the same visibility rules as any other project on your account — your team sees them exactly as they would any project you created yourself
You can find all Gmail-sourced projects at any time using the "Gmail leads" filter in your pipeline, which shows them in any stage, not just when they're new
Marketplace leads
Inquiries from The Knot, WeddingWire, Zola, and PartySlate are detected the same way by matching the sender's domain within your Gmail connection. There's no separate marketplace integration to set up, and marketplace inquiries create a project the same way a direct Gmail inquiry does. Leads aren't currently labeled by their marketplace source (there's no "from The Knot" tag).
📣 Note
If the inquiry comes through a relay address (common with The Knot), the project is still created, but you'll see a warning icon on the client's name, along with a prompt in the Edit Contact window. We recommend updating the contact with the client's personal email address so your replies go directly to them instead of through the marketplace.
If the sender address is unresolvable or too generic to attribute to a real contact, no project or contact is created at all.
Daily limits
HoneyBook AI creates up to 50 projects per member, per day, through Gmail lead finder. Any qualifying inquiries beyond that cap aren't created — they're silently dropped and logged, without a project or notification.
Dismiss or remove an auto-created lead
If a project or contact was created by mistake, you can dismiss it by deleting the project.
A few things to know:
Only the person whose Gmail account created the lead can dismiss it
You can only dismiss leads within your own pipeline.
If a contact was created as part of that same capture, it will be deleted too, but if the contact already existed beforehand, it stays.
When you delete it, you'll be asked for a reason (for example, "Irrelevant lead," "Project date passed," "Budget," or "I'm not available") to help us improve accuracy over time.
Deleting a project is permanent.
Once dismissed, HoneyBook remembers that sender for 60 days — Gmail lead finder won't create a new lead from that same sender again until that window passes.
Still have questions? Feel free to send us a message by selecting the Question Mark icon on any HoneyBook page. Our team is always happy to help!