HoneyBook’s Google Chrome extension (HoneyBook Extend) lets you add leads to HoneyBook without having to leave your Gmail. If you receive emails from contacts that already have HoneyBook projects associated with them, you can quickly check the status of those projects right from Gmail.
Install HoneyBook Extend
Head to Chrome’s Extension Web Store
Search for HoneyBook Extend in the search bar
Click Add to Chrome
Click Add Extension in the pop-up that appears
Head to your Gmail, where you should now see the HoneyBook Extend icon
Click the icon to pop open the sidebar
Click Log In, then follow the steps to log in to your HoneyBook account
Add leads through HoneyBook Extend
You might run into a few different scenarios with your incoming Gmail emails. Below, we’ll cover how to handle emails where:
No matter the situation, start by clicking on an email from a lead or client you want to add to HoneyBook. If you don't see the HoneyBook sidebar, simply click the HB icon to open it.
If the sender is already a client in your HoneyBook account
For existing clients, the sidebar will display any projects connected to the client. If you’d like to create a new project for this contact:
Click Create a New Project
Enter or adjust any additional details that you have: client name and email, as well as project details
Don't worry if you don't know them all yet, or if they change later—you can always edit the project details down the line
Click Save when you’re ready
If you’d rather review the client’s existing projects, click into any of the ones listed in the sidebar. You can’t create or edit files through the extension, but you can click on any existing file to open it in a separate tab.
If the email address does not yet exist in HoneyBook
Click Create a New Project
Enter or adjust any additional details that you have: client name and email, as well as project details
Don't worry if you don't know them all yet, or if they change later—you can always edit the project details down the line
Click Save when you’re ready
📚 Tip
If you've integrated your Gmail address with your HoneyBook account, the Show this conversation in project’s activity box will automatically be checked. If you do not want this email or thread visible in the project you create, make sure to uncheck this box.
If the email thread has multiple recipients
Locate the contact that you'd like to create a project for > Click Assign Contact to Thread
Click Create a New Project
Enter or adjust any additional details that you have: client name and email, as well as project details
Don't worry if you don't know them all yet, or if they change later—you can always edit the project details down the line
Click Save
View an existing contact's details through HoneyBook Extend
If you’ve clicked into an email that already has projects associated with the contact, you should see those projects listed in the HoneyBook sidebar under Connected Projects. Just click a project to open.
Under the Details tab, you can:
Click Browse other Projects to review the full list of projects you share with this contact
Click Go to Workspace to open the full project in another tab
Review the status of the lead or client right from the extension, which will show:
Project participants
Project type
Project date
Pipeline stage
Lead source
Under the Files tab, you’ll be able to:
See a list of any files that you’ve drafted and sent
View the status of each file, including payment statuses on invoices
Click any file to open the full view in another tab
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!