Bonsai + GoDaddy CRM

Bonsai + GoDaddy CRM integrations

Create new Bonsai clients from new GoDaddy CRM customers

Experience seamless management of your client relationships with this automation. When a new customer joins via your GoDaddy CRM app, it prompts the Bonsai app to create a new client profile instantly. This predefined workflow eliminates the hassle of manual data entry, ensuring your records are always up-to-date and giving you more time to focus on your growing customer list.

When this happens...
New CustomerTriggers when a new customer is created.
TriggerInstant
automatically do this!
Create ClientCreates a client lead on Bonsai
ActionWrite

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More things you can do with GoDaddy CRM and Bonsai

Discover other triggers and actions you can use with GoDaddy CRM and Bonsai

New Customer
Triggers when a new customer is created.
Trigger
Instant
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- Email
  Required
- Email Marketing Consent
  Required
- List
- First Name
- Last Name
- Phone
- Address
- Address Line 2
- Country
- City
- State
- Postal Code
- Organization
- Job Title
- Is Customer?
- Is Subscriber?
- Other Emails
- Other Phones
- Other Addresses
- URLs
- Social Profiles
- Instant Messages
- Notes
- Suppressed?
- Tracking Disabled?
- Has access to private pages?
- Is Blog Subscriber?
Action
Write
Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
Trigger
Instant
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Deal Updated
Triggers when a deal is updated in Bonsai.
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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Event Scheduled
Triggers when a new event is booked via Scheduling
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by the client.
Trigger
Instant
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- Client Name
  Required
- Client Email
  Required
- Company Name
- Website
- Phone Number
- Job Title
- Notes
Action
Write
- Project Name
  Required
- Currency
  Required
- Client Email
  Required
- Client Name
- Company Name
- Project Description
- Project Notes
- Client Website
- Client Phone Number
- Client Job Title
Action
Write
- Project ID
  Required
- Task Template Name
  Required
- Task List Name
Action
Write

Updated Customer
Triggers when a customer is updated.
Trigger
Instant
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- Email
  Required
- Email Marketing Consent
  Required
- List
- First Name
- Last Name
- Phone
- Address
- Address Line 2
- Country
- City
- State
- Postal Code
- Organization
- Job Title
- Is Customer?
- Is Subscriber?
- Other Emails
- Other Phones
- Other Addresses
- URLs
- Social Profiles
- Instant Messages
- Notes
- Suppressed?
- Tracking Disabled?
- Has access to private pages?
- Is Blog Subscriber?
Action
Write
Contract Viewed
Triggers when a contract is viewed.
Trigger
Instant
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Form Submitted
Triggers when a new form response is submitted.
Trigger
Instant
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Invoice Viewed
Triggers when an invoice is viewed by the client.
Trigger
Instant
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Proposal Accepted
Triggers when a proposal is accepted by the client.
Trigger
Instant
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Task Updated
Triggers when a task is updated in Bonsai.
Trigger
Instant
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- Deal Title
  Required
- Client Email
  Required
- Pipeline Stage
- Value
- Owner Email
Action
Write
- Task Title
  Required
- Task Description
- Project ID
- Creator Email
- Assignee Email
- Status
- Task List Name
- Priority
- Start Date
- Due Date
- Estimate in minutes
- Billing
- Service Name
- Tags
- Repeats Frequency
- Repeats frequency Weekly Day
- Repeats frequency Monthly Day
Action
Write

About Bonsai

Bonsai is a business management platform designed to help agencies and professional service companies deliver great client work.

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Project Management

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About GoDaddy CRM

GoDaddy CRM is a tool that allows you to manage and interact with your customers on the GoDaddy platform.

Learn moreLearn moreHelpHelp

Related categories

Contact Management