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Bidsketch + Ontraport

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.

  1. When this happens...
    OntraportOntraport
    New Contact

    Triggers when a new contact is added to Ontraport.

    TriggerScheduled
  2. automatically do this!
    BidsketchBidsketch
    Create Client

    Creates a new client

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Ontraport triggers, actions, and search

    New Contact

    Triggers when a new contact is added to Ontraport.

    Trigger
    Scheduled
    Try It
    • Product IdRequired

    Trigger
    Instant
    Try It
    • Product IdRequired

    Trigger
    Instant
    Try It
    • Email

    • 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

    Action
    Write
bidsketch logo
bidsketch logo

About Bidsketch

Bidsketch helps you create professional proposals in minutes.
Help

Related categories

  • Proposal & Invoice Management

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ontraport logo
ontraport logo

About Ontraport

An all-in-one business and marketing platform designed for information marketers, experts, and coaches.

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