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Use Gmail lead finder to capture leads and create projects with HoneyBook AI

How HoneyBook AI turns Gmail inquiries — including marketplace leads from The Knot, WeddingWire, Zola, and PartySlate — into contacts and projects automatically

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 — and 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

Turn on from your settings

  1. Make sure you've connected your Gmail account to HoneyBook

  2. From the navigation menu, select your company logo > Company settings

  3. Under "Lead management," turn on Gmail lead finder

Turn off from your AI preferences

  1. From the navigation menu, select your company logo > Company settings

  2. Under "Lead management," turn off Gmail lead finder


How Gmail lead finder works

When you first turn it on

HoneyBook AI looks through your past 3 months of communication history and pulls in any identified 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 be flagged again as a new lead. When it identifies a new lead, you'll receive:

How leads are imported

  • The lead won't receive any communication, and won't be notified they've been identified as a lead

  • Every identified lead is added to your Contacts page with their email address, name, and last interaction date

    • 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)

  • For qualifying inquiries, a project is also created automatically — added to your pipeline's Inquiry stage, no manual step required

    • HoneyBook AI pulls in what it can find: 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

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.

Marketplace inquiries that qualify create a full 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

How client email addresses are handled:

  • If the inquiry comes through a relay address (common with The Knot), the project is still created, but with a warning icon so you know the client's real email address may need a closer look

  • 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 — but a few limits apply:

  • Only the person whose Gmail account created the lead can dismiss it

  • You can only dismiss leads within your own pipeline

  • 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!