Bonsai + Calendly
Create new Bonsai clients from new Calendly invitees
Improve your client management process with this efficient workflow. When a new invitee is added in Calendly, a corresponding client profile is instantly created in Bonsai. This seamless process saves time, cuts repetitious tasks, and ensures a smooth introduction for new clients as all their information will be at your fingertips in Bonsai. Try this automation today to focus more on personal interaction and less on data entry.
Improve your client management process with this efficient workflow. When a new invitee is added in Calendly, a corresponding client profile is instantly created in Bonsai. This seamless process saves time, cuts repetitious tasks, and ensures a smooth introduction for new clients as all their information will be at your fingertips in Bonsai. Try this automation today to focus more on personal interaction and less on data entry.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Client
Creates a client lead on Bonsai
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