My website builder person doesn't know how to embed the HB link on my contact website page (Snapps platform)…. Which Im realizing is causing me alot of manual work and excessive time. That is the first problem……which I planned to figure out ASAP!
In the meantime, not all my clients fill out the form. If they call, text, email or meet in me in person, then I am writing all this info down and then going into HB to create a project manually. Then I choose one of the smart file, contract, invoice templates I have already created and I edit to fit client’s specific request. Then I hit the send button.
Is there a way I can automate this process once I send out the 1st email even though it was not triggered by the automated contact form? I still have a workflow with several task that still needs to take place after I send that initial email.
Thanks. Any help on how to embed HB link into the website would also be beneficial (snapps platform)
