Whether you have a cluttered inbox or a squeaky clean one, it can be difficult to keep track of your communications with clients when they're all over your email. But, friends: there is another way!
There are lots of options when you communicate through HoneyBook, and one of the best is the ability to set up a Gmail integration right in the platform. Once that's in place, HoneyBook can automatically pull any communications with your client — as long as they originate from emails associated with the Project — into one place.
Once you’ve synced your account, any file or activity message you send through HoneyBook will appear to your client as coming from your Gmail account. You'll also be able to view the emails in your Sent Mail folder within Google.
To connect your Gmail account:
1. Click your profile photo in the top right corner of your screen.
2. Select Company Settings.
3. Click the Integrations tab.
4. In the Email Integration section, click the Connect Google Account button.
5. Follow the onscreen instructions to select the account you'll be connecting and complete the sync.
You'll know that the integration was successful when your chosen email is listed in the Email Integration section of your personal settings.
PLEASE NOTE: At the moment, we're only able to sync with accounts that are hosted through Gmail. We're hoping to expand this to other email servers in the future!
Want to learn more?
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!