Bonsai + HubSpot
Create new HubSpot associations when proposals are viewed in Bonsai
Stay on top of your business dealings by using this workflow. Whenever a proposal is viewed in Bonsai, a new association is instantly created in HubSpot. This keeps your records up-to-date and ensures you're always informed about proposal activity. A streamlined solution that makes managing client interactions easier and more efficient.
Stay on top of your business dealings by using this workflow. Whenever a proposal is viewed in Bonsai, a new association is instantly created in HubSpot. This keeps your records up-to-date and ensures you're always informed about proposal activity. A streamlined solution that makes managing client interactions easier and more efficient.
- When this happens...Proposal Viewed
Triggers when a proposal is viewed by the client.
- automatically do this!Create Associations
Creates associations between objects.
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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
