STEP 1
Connect Close CRM and HoneyBook
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Close CRM and HoneyBook Integration
Keep Close CRM and HoneyBook in sync by integrating their events and actions. When crm events happen in Close CRM, update the HoneyBook automatically - without any line of code in visual workflow builder.
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Learn about Close CRM and HoneyBook
Detailed info you need to know about Close CRM and HoneyBook integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Close CRM to HoneyBook
Set up your Close CRM and HoneyBook integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Close CRM and HoneyBook nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Close CRM and HoneyBook. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Close CRM and HoneyBook work in WEXTL?
WEXTL exposes actions and triggers for Close CRM and HoneyBook that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Close CRM triggersHoneyBook actions
Close CRM modules
- Add Group MemberAdds group member.
- Bulk Update MembershipsPerforms bulk update memberships.
- Create CallCreates a new call.
- Create Custom ActivityCreates custom activity.
- Create EmailCreates a new email.
- Create GroupCreates a new group.
- Create Meeting IntegrationCreates meeting integration.
- Create MembershipCreates a new membership.
- Create NoteCreates a new note.
- Create SMSCreates a new SMS.
- Create Whatsapp MessageCreates whatsApp Message.
- Delete CallDeletes an existing call.
- Delete Custom ActivityDeletes custom activity.
- Delete EmailDeletes an existing email.
- Delete Email ThreadDeletes email thread.
- Delete Form SubmissionDeletes form submission.
- Delete GroupDeletes an existing group.
- Delete MeetingDeletes an existing meeting.
- Delete MembershipDeletes an existing membership.
- Delete NoteDeletes an existing note.
- Delete SMSDeletes an existing SMS.
- Delete Whatsapp MessageDeletes whatsApp Message.
- Get Activity ReportRetrieves activity report.
- Get CallReturns a single call.
- Get Current UserRetrieves current user.
- Get Custom ActivityRetrieves custom activity.
- Get Custom ReportRetrieves custom report.
- Get EmailReturns a single email.
- Get Email ThreadRetrieves email thread.
- Get Form SubmissionRetrieves form submission.
- Get GroupReturns a single group.
- Get Lead Status ReportRetrieves lead status report.
- Get MeetingReturns a single meeting.
- Get Membership Pinned ViewsRetrieves membership pinned views.
- Get NoteReturns a single note.
- Get Opportunity Funnel StagesRetrieves opportunity funnel stages.
- Get Opportunity Funnel TotalsRetrieves opportunity funnel totals.
- Get Opportunity Status ReportRetrieves opportunity status report.
- Get OrganizationReturns a single organization.
- Get Sent Emails ReportRetrieves sent emails report.
- Get SMSReturns a single SMS.
- Get UserReturns a single user.
- Get Whatsapp MessageRetrieves whatsApp Message.
- List ActivitiesRetrieves a list of activities.
- List Activity MetricsLists activity metrics.
- List CallsRetrieves a list of calls.
- List Custom ActivitiesLists custom activities.
- List EmailsRetrieves a list of emails.
- List Email ThreadsLists email threads.
- List Form SubmissionsLists form submissions.
HoneyBook modules
- Add Contact TagAdds a tag to a contact.
- Add Project DateAdds a new empty date to a project.
- Add Project Payroll EmployeeAssigns a payroll employee to a project.
- Add Project SpaceAdds one of your company's spaces to a project.
- Add Workspace MemberAdds a person to a workspace.
- Add Workspace TagAdds a tag to a workspace.
- Archive WorkspaceArchives a workspace for you and your team.
- Check for Any WorkspaceReturns whether your company has at least one workspace.
- Check If Workspace Can Be DeletedReturns whether you can delete a workspace, and why not when you cannot.
- Create ContactCreates a new client or vendor contact.
- Create ProjectCreates a new project with its first workspace.
- Create Project WorkspaceCreates an additional workspace on a project.
- Delete ContactPermanently deletes a contact.
- Delete Project DateDeletes an additional date from a project.
- Delete WorkspacePermanently deletes a workspace and its files.
- Get Payroll Employee Project CountsReturns how many projects each payroll employee is assigned to.
- Get Pipeline CountsReturns workspace totals for each pipeline stage and category.
- Get ProjectReturns a single project.
- Get Project ConflictsReturns the projects that conflict with a project's schedule.
- Get WorkspaceReturns a single workspace.
- Get Workspace CountsReturns how many workspaces your company has, split into active and archived.
- List PipelineRetrieves the workspaces in your pipeline with their current stage.
- List Project Payroll EmployeesRetrieves the payroll employees assigned to a project.
- List ProjectsRetrieves a list of your company's projects.
- List Workspace MembersRetrieves the members of a workspace.
- List WorkspacesRetrieves a list of your company's workspaces.
- Make an API CallPerforms an arbitrary authorized API call.
- Remove Contact TagRemoves a tag from a contact.
- Remove Project Payroll EmployeeRemoves a payroll employee from a project.
- Remove Project SpaceRemoves a company space from a project.
- Remove Workspace MemberRemoves a person from a workspace.
- Remove Workspace TagRemoves a tag from a workspace.
- Set Contact InteractionSets the last logged interaction on a contact.
- Set Workspace as BookedMarks a workspace's project as booked and moves it forward in the pipeline.
- Unarchive WorkspaceRestores an archived workspace for you.
- Update ContactUpdates the details of an existing contact.
- Update ProjectUpdates the details of an existing project.
- Update Project DateUpdates an additional date on a project.
- Update WorkspaceUpdates the name of a workspace.
- Watch New ProjectsTriggers when a new project is created.
- Watch New WorkspacesTriggers when a new workspace is created.
- Watch Pipeline Stage ChangesTriggers when a workspace moves to a new pipeline stage.
- Watch Updated WorkspacesTriggers when a workspace is updated.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Close CRM and HoneyBook integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Close CRM and HoneyBook.
Connect your Close CRM and HoneyBook accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Close CRM's "Watch Activities" fires, WEXTL can "Add Contact Tag" in HoneyBook. Close CRM has 9 triggers (including Watch Activities, Watch Calls, and Watch Custom Activities); HoneyBook has 39 actions (including Add Contact Tag, Add Project Date, and Add Project Payroll Employee). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Close CRM-to-HoneyBook automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Close CRM (or HoneyBook) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Close CRM + HoneyBook automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Close CRM and HoneyBook integration.
- Close CRM and HoneyBook integration source code, module specs and credentials implementation.
- Our Close CRM and HoneyBook integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Close CRM and HoneyBook — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Close CRM integration information
- HoneyBook integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library