The extension used to migrate ALL the details from my Knot, WeddingWire, and Here Comes the Guide leads.
Now, not only does it “summarize” the details and leave key info out, it records it as an “email” lead instead of the service it came from. It doesn’t move the clients phone number over either. HB response:
For the email summary, this was provided as expected. This is intended to offer a brief summary rather than covering all the details included in the email.
As far as the source, they confirmed that this is expected as well. As mentioned, it was pulled into HoneyBook through Gmail so the source is automatically added as Gmail. The system is unable to check how it originated in your external email.
Currently, the phone number is unable to be pulled in using the Gmail Lead Finder. This only pulls in the name, email, project type, date, and location depending on what's available in the email.
That being said, I have left some feedback for the team about these improvements to better match the experience you had with the Chrome extension.
So, I’m cutting-n-pasting like it’s 2019 over here! 🙁 Not efficient.
