Bonsai + HubSpot
Create new HubSpot deals when proposals are viewed in Bonsai
Stay on top of your business opportunities the moment they arise with this time-saving workflow. When a proposal is viewed in Bonsai, a corresponding deal is instantly created in HubSpot. This helps you to quickly respond to your prospects, streamline your sales process and stay aligned with your client's journey.
Stay on top of your business opportunities the moment they arise with this time-saving workflow. When a proposal is viewed in Bonsai, a corresponding deal is instantly created in HubSpot. This helps you to quickly respond to your prospects, streamline your sales process and stay aligned with your client's journey.
- When this happens...Proposal Viewed
Triggers when a proposal is viewed by the client.
- automatically do this!Create Deal
Creates a Deal in HubSpot.
- Free forever for core features
- 14 day trial for premium features & apps
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
