Create Bidsketch clients from new Ontraport contacts
Effortlessly streamline your client onboarding process with this Ontraport-Bidsketch integration. When you add a new contact in Ontraport, this workflow automatically creates a client in Bidsketch, saving you time and ensuring they're ready for proposals. Stay organized and focused on your business by automating this essential part of your sales pipeline.
Effortlessly streamline your client onboarding process with this Ontraport-Bidsketch integration. When you add a new contact in Ontraport, this workflow automatically creates a client in Bidsketch, saving you time and ensuring they're ready for proposals. Stay organized and focused on your business by automating this essential part of your sales pipeline.
- When this happens...New Contact
Triggers when a new contact is added to Ontraport.
- automatically do this!Create Client
Creates a new client
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New Contact
Triggers when a new contact is added to Ontraport.
Try ItProduct IdRequired
Try ItProduct IdRequired
Try ItEmail
Last Name
First Name
Address
City
State
Zip Code
Address Line 2
Country
Office Phone
SMS Number
Birthday
Title
Fax
Website
Company
First Campaign
First Content
First Lead Source
First Medium
First Term
Last Campaign
Last Content
Last Lead Source
Last Medium
Last Term
Facebook
Instagram
Twitter
Linkedin
Profile Image
Sequence
Tag