When you connect your Gmail account, HoneyBook AI can identify potential leads that live in your email inbox. These opportunities will be automatically imported to your Contacts list, allowing you to bring all of your relationships into HoneyBook in near real-time.
Adjust Gmail lead finder settings
You can adjust this setting either from your settings or your Integrations.
Turn ON
From your settings
First, ensure you’ve connected your Gmail account to HoneyBook
Click your company logo to the bottom left corner of your screen > Company settings
Select the HoneyBook AI tab
Ensure Gmail lead finder is toggled ON
From your Integrations
First, ensure you’ve connected your Gmail account to HoneyBook
Click your company logo to the bottom left corner of your screen > Company settings
Select the Integrations tab
Locate the email integration area and ensure Gmail lead finder is toggled ON
Turn OFF
From your AI preferences
Click your profile photo in the bottom left corner of your screen > Company settings
Select the AI preferences tab
Toggle Gmail lead finder OFF
From your Integrations
Click your profile photo in the bottom left corner of your screen > Company settings
Select the Integrations tab
Locate the Email integration area and ensure Gmail lead finder is toggled OFF
How Gmail lead finder works
When you first turn it on
When you turn Gmail lead finder ON, HoneyBook AI will look through your past 3 months of communication history and pull in any identified leads. Here’s what happens when HoneyBook AI identifies a new lead.
Ongoing monitoring
When Gmail lead finder is kept ON, HoneyBook AI will continuously monitor for new relationship activity. If it identifies a new lead, you’ll receive:
An email
A notification in your notification center
How leads are imported
The lead will not receive any communication, nor will they be notified that they’ve been identified as a lead and added to your HoneyBook Contacts list
The lead will be added to your HoneyBook Contacts list with their email address, name, and last interaction date
The contact source will be set as: Gmail
A conversation summary generated by HoneyBook AI will be added to the contact notes as well as the original Gmail thread (not visible to the lead)
From here, consider using AI-powered email drafts to quickly follow up with the lead and further nurture the relationship right from HoneyBook. When you get started working with them, be sure to create a project.
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!