Looking for more leads but tired of clunky contact forms that never seem to work as well as they should? If you’re using Honeybook or considering it, this guide will show you—step by step—how to set up its contact forms so they actually help your business, not just collect dust. No fluff, no vague strategies—just clear instructions, honest advice, and some sanity checks before you go overboard with customization.
Whether you’re a creative pro, a consultant, or running a small agency, you’ll leave knowing exactly what to do (and what to skip) to get more qualified inquiries from your website.
Step 1: Understand What Honeybook Forms Can (and Can’t) Do
Before you dive in, know this: Honeybook contact forms are solid for basic lead capture, but they’re not magic. They’ll get the job done for most small businesses, especially if you want leads to feed directly into your Honeybook pipeline. However, if you need deep integrations, conditional logic, or heavy-duty analytics, you’ll hit some limits.
What’s good: - Super easy to set up and embed. - Automatically adds leads to your Honeybook workspace. - Lets you customize look/feel to match your brand (within reason).
What’s not so good: - Limited field types and conditional logic. - Basic design customization—don’t expect pixel-perfect control. - Not as flexible as dedicated form builders like Typeform or Gravity Forms.
Bottom line: If you want a straightforward way to get leads into Honeybook, its forms are fine. If you want wild form logic, use a specialist tool and connect it to Honeybook (with Zapier or similar).
Step 2: Creating Your First Honeybook Contact Form
Let’s get rolling. Here’s the practical process:
- Log in to Honeybook
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Head to your dashboard and find the “Tools” or “Contact Form” option in the main menu.
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Click “Create Contact Form”
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If you already have a form, you’ll see it listed. If not, click the “Create New” button.
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Choose Your Template
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Honeybook offers default templates. The “Contact” template works for most folks, but you can start from scratch if you want.
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Add or Remove Fields
- Click on any field to edit. Usual suspects include:
- Name (First/Last)
- Phone (optional, unless you really need it)
- Project Type/Service
- How did you hear about us?
- Message/Details
- Don’t go crazy. Every extra field drops your submission rate. Only ask for what you need to qualify the lead or respond.
Pro tip: Think twice before adding a dozen required questions. People bail on long forms, especially on mobile.
Step 3: Customizing Look and Feel
You want the form to feel like part of your brand, not a random widget stuck on your site. Honeybook’s customization tools are simple, but don’t expect miracles.
What you can do: - Add your logo. - Choose colors to match your website. - Adjust fonts (from a limited set). - Edit button text and field labels for clarity.
What you can’t do: - Fully control spacing, padding, or advanced CSS. - Use custom fonts or layouts. - Add images or videos (beyond a logo).
How to customize: 1. In the form editor, click on the “Design” or “Customize” tab. 2. Set your accent color (use your website’s main color for consistency). 3. Upload your logo (if you want). 4. Preview on desktop and mobile—always check both. 5. Change button text to something less generic (e.g., “Send Inquiry” instead of “Submit”).
Honest take: The customization is “good enough” for most small businesses, but if you’re a design perfectionist, you’ll be annoyed by the limits.
Step 4: Optimize the Questions for Better Leads
This is where most people mess up. They either ask way too much, or not enough to weed out tire-kickers.
What to ask: - Name and email: Non-negotiable. - Project/service type: Helps you route leads internally and respond faster. - Budget: Optional, but can deter price shoppers if you frame it right (e.g., “What’s your ideal investment range?”). - How did you find us?: Great for tracking what’s working. - Message/details: Open-ended, but don’t make it required unless you need it.
What to skip or make optional: - Phone number (unless you actually call everyone). - Address or location (unless it’s relevant). - Company name (if you mostly serve individuals).
Keep it simple: The shorter and clearer your form, the more leads you’ll get. If you need more info, follow up after the initial inquiry.
Step 5: Set Up Notifications and Automations
You want to respond fast—automatically, if possible—so leads don’t go cold.
Honeybook basics: - When someone fills out your form, you’ll get an email and/or mobile app notification. - The lead appears in your Honeybook pipeline under “New Inquiry.”
Set up an auto-response:
1. In the form settings, look for “Autoresponder” or “Automations.”
2. Write a simple thank-you message. Example:
“Thanks for reaching out! I’ll respond within 24 hours. If you need to reach me sooner, call [your phone number].”
3. Don’t promise instant responses unless you actually deliver.
Optional: Kick off a workflow - You can trigger Honeybook’s automation sequences—for example, sending a welcome packet or scheduling link. - Be careful with over-automation. Too many emails right away can feel spammy.
Step 6: Embed the Form on Your Website
No one will fill out your form if they can’t find it. Honeybook makes embedding easy, but there are a couple of gotchas.
How to embed: 1. In the form editor, click “Share” or “Embed.” 2. Copy the HTML code Honeybook gives you. 3. Paste this code into your website—wherever your main contact/inquiry form should appear. - For most website builders (Wix, Squarespace, WordPress), use a “Custom HTML” or “Embed” block. - If you’re not technical, send the code to your web person.
Pro tips: - Test the form on mobile. If it’s cut off or looks weird, try adjusting your website’s container or ask support. - Don’t hide the form three clicks deep in your navigation. Put it where real people will actually see it—on your contact page, in your footer, or even as a pop-up.
What to avoid: - Don’t use more than one contact form per page. It confuses people and makes tracking a mess. - Don’t rely only on the Honeybook form if you have complex needs—supplement or replace with a more flexible tool if necessary.
Step 7: Review, Test, and Iterate
Don’t just set it and forget it. The first version of your form is probably not perfect. Here’s how to make sure it’s actually working:
- Test it yourself: Submit a few fake inquiries. Make sure notifications go to the right place and your autoresponder is correct.
- Ask a friend or colleague to try it: They’ll spot issues you miss, like confusing questions or design quirks.
- Check your inbox: If you’re not getting leads, double-check that your form is embedded correctly and isn’t buried on your site.
- Review results every month: Are you getting more leads? Are they the right kind? If not, tweak your questions or shorten the form.
Stuff to ignore: - Don’t obsess over every form field color or font. It won’t move the needle. - Don’t chase every new feature—stick with what works.
Keep It Simple and Keep Improving
Setting up a Honeybook contact form is straightforward, but getting more (and better) leads comes from keeping things simple and making small improvements over time. Don’t let perfect be the enemy of good enough—get your form up, see what happens, and tweak as you go. The best form is the one real people actually use.
If you’re stuck, cut out extra fields, make your button text friendlier, and focus on responding quickly. More leads will follow.