Bonsai + OptinMonster
Create Bonsai clients from new OptinMonster leads
Effortlessly manage your incoming leads with this OptinMonster to Bonsai automation. When a new lead is captured in OptinMonster, this workflow will create a client in Bonsai, ensuring you have their information readily available for project management and invoicing. Streamline your lead-to-client process and focus on your business growth.
Effortlessly manage your incoming leads with this OptinMonster to Bonsai automation. When a new lead is captured in OptinMonster, this workflow will create a client in Bonsai, ensuring you have their information readily available for project management and invoicing. Streamline your lead-to-client process and focus on your business growth.
- When this happens...New Lead
Triggers when a new lead is added to a campaign.
- automatically do this!Create Client
Creates a client lead on Bonsai
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CampaignRequired
Integration Display Name
Try ItContract Viewed
Triggers when a contract is viewed.
Try ItInvoice Viewed
Triggers when an invoice is viewed by the client.
Try ItProposal Viewed
Triggers when a proposal is viewed by the client.
Try It
Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
Try ItInvoice Paid
Triggers when an invoice is paid.
Try ItProposal Accepted
Triggers when a proposal is accepted by the client.
Try ItClient NameRequired
Client EmailRequired
Company Name
Website
Phone Number
Job Title
Notes
