ActiveCampaign + Bonsai
Create or update ActiveCampaign contacts when new proposals are viewed in Bonsai
Manage your client engagement efficiently with this automation between Bonsai and ActiveCampaign. Whenever a proposal is viewed in Bonsai, it instantly creates or updates a contact in ActiveCampaign. With this workflow, maintain up-to-date records of your leads and save time on manual data entry.
Manage your client engagement efficiently with this automation between Bonsai and ActiveCampaign. Whenever a proposal is viewed in Bonsai, it instantly creates or updates a contact in ActiveCampaign. With this workflow, maintain up-to-date records of your leads and save time on manual data entry.
- When this happens...Proposal Viewed
Triggers when a proposal is viewed by the client.
- automatically do this!Create or Update Contact
Creates a new contact, or updates an existing contact.
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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
Contract 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 ItProject NameRequired
CurrencyRequired
Client EmailRequired
Client Name
Company Name
Project Description
Project Notes
Client Website
Client Phone Number
Client Job Title
