Hi All—I don’t know if this is possible but I’m giving myself an ulcer trying to figure this out.
sCONTEXT] I’m a wedding vendor who often has to CC a full service wedding planner on every email I send our clients. I like using Honeybook as our CRM but its a horrible email experience as it sends individual emails to every person involved—meaning, you can’t CC anyone on an email.
So if Beth is my client and Sally is the wedding planner, instead of having Sally having an email trail to see if Beth’s project has any communication errors… Sally will get every email sent to her as if she is the person I’m addressing. At best it’s not helpful, at worst it’s confusing and the planner doesn’t want to work with us ever again.
gWHAT’S NEEDED] I’m looking for a way to bypass sending emails through honeybook while still keeping it as our CRM where the contracts, proposals, scheduling, inquiries (along with potential date conflicts), and payments are all located. I’m not looking to change Honeybook as the CRM—for the purposes I’ve just listed, this one works the best for me and I’ve spent the past 4 months trying dozens of others.
It’s the year-long pre-scheduled workflow with variable input fields that are critical that need to CC other contacts involved in the project that is my biggest problem right now. I’d prefer to use my Gmail as it’s my business account and I would also like to track my emails. (It’s also a tool I’m already paying for.)
I’m a solopreneur so I’d like it to be as automated as possible so I don’t have to spend hours emailing clients as I have so many other things to do.
I don’t know if I need to create a Zapier Table and that’s the best way. Or use Google Sheets with all the variables filled in for each client that the email drafts will refer back to. I’ve looking into AirTable but I don’t believe that will give me tracking capabilities.
Apologies for the long message, I wanted to make it detailed as possible.
Thank you!
