Bonsai + OptinMonster
Create Bonsai projects from new OptinMonster leads
Effortlessly manage new leads from OptinMonster by creating projects in Bonsai with this seamless workflow. Whenever you receive a new lead in OptinMonster, a project will be instantly created in Bonsai, making sure you can quickly start working on converting leads to clients. Save time and stay organized by automating this process.
Effortlessly manage new leads from OptinMonster by creating projects in Bonsai with this seamless workflow. Whenever you receive a new lead in OptinMonster, a project will be instantly created in Bonsai, making sure you can quickly start working on converting leads to clients. Save time and stay organized by automating this process.
- When this happens...New Lead
Triggers when a new lead is added to a campaign.
- automatically do this!Create Project
Creates a project
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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
