Though the wedding industry demands a personal touch, running a successful business requires a tech savvy and creative approach to the tools at your disposal.
Today, we’re talking technology.
Specifically, we’ll be focusing on how to automate HoneyBook—my favorite program for wedding professionals—with Asana using Zapier. It sounds confusing at first, but these types of software work hand-in-hand, fitting easily together like the pieces of a puzzle.
If you’re not the best with tech, it may be difficult at first, but remember, it’s what these programs were designed to do.
Here’s everything you need to know about using Honeybook, Asana, and Zapier to ensure that your wedding business is running at peak efficiency.
As a business owner in our modern world, you’re likely overwhelmed with the number of products marketed to you on a daily basis. Many platforms claim to do it all, but very few can do so effectively.
HoneyBook is beloved by wedding professionals, and is my go-to platform for all of my client-facing business. It helps you deal with contracts, proposals, and even creates a messaging platform between you and your clients.
On the other hand, Asana is best for everything your clients don’t see. It’s a behind-the-scenes powerhouse, helping you manage your team’s goals, projects, and organization.
Zapier is the software that brings these two programs to maximum efficiency. Focused on automation, Zapier features hundreds of compatible integrations, allowing you to automate tasks and workflows on both HoneyBook and Asana.
Truly, this trio should be at the heart of every wedding professional’s arsenal. Here’s how to make them work for you.
To start, you will need to access your Zapier API Key from your HoneyBook account. An application programming interface key, or API key, is a code that is unique to your HoneyBook account, as they are used to authenticate users and build connections. This key serves as the link between Zapier and your HoneyBook account, allowing the programs to work together cohesively and ensure automated tasks are happening in the right place.
Next, it’s time to put your unique API key into Zapier. Though your ultimate goal is to automate tasks and actions across HoneyBook and Asana, most of the setup will happen within Zapier itself, as it is the program that will connect the two.
Once you have completed this process, you will be able to create Zaps with HoneyBook. Zaps are workflows that connect your apps together, allowing Zapier to automate repetitive tasks.
Each time you set up a new Zap and select HoneyBook as the trigger or action app, you won’t need to provide your API key again. Instead, your information will be stored and you will stay logged in, making the automation process as smooth as possible.
If your Asana account is not already connected to Zapier, you will need to link them. The process is similar to linking HoneyBook and Zapier.
Once your HoneyBook and Asana accounts have been fully integrated with Zapier, you will be able to create Zaps to automate a number of different tasks.
For example, you can assign a Zap to create a new project in Asana whenever you receive a new client inquiry in HoneyBook. Or perhaps you can create a Zap that adds notes in said project whenever a client poses a query or suggestion.
Creating a Zap can be somewhat repetitive and take a bit of troubleshooting, as you’ll need to test every action proposed by the Zap. Fortunately, Zapier makes it easier, as you can read a step-by-step guide here.
The sky’s the limit when it comes to creating Zaps, but it’s all done in the name of ensuring that you never miss a beat, and that every client request is seamlessly integrated into your everyday workflow.
Many of the wedding professionals I work with are often reluctant to shell out their hard-earned profits on digital platforms, thinking that they can skate by without them. However, as their business grows, their organization and time management tends to falter.
HoneyBook, Asana and Zapier have helped me and countless other wedding business owners stay organized and successful, allowing us more time to spend with our clients. By integrating these three platforms, your day-to-day tasks can be automated and streamlined.
If you are ready to take the next steps toward automation, don’t hesitate to reach out if you need help. Book a HoneyBook VIP Setup today to receive professional guidance, every step of the way.
© 2021-2024 BODA BLISS LLC. ALL RIGHTS RESERVED.
PRIVACY STATEMENT
Online business management for wedding businesses in Chicago and beyond.
Brand Photography by Lisa Kathan Photography
TERMS & CONDITIONS
Branding and Website Design by Emily Foster Creative
© 2021-2024 BODA BLISS LLC. ALL RIGHTS RESERVED.
PRIVACY STATEMENT
Online business management for wedding businesses in Chicago and beyond.
Brand Photography by Lisa Kathan Photography
TERMS & CONDITIONS
Branding and Website Design by Emily Foster Creative