Bonsai + LeadConnector
Create new clients in Bonsai when pipeline stages change in LeadConnector
Enhance your sales pipeline management with this handy workflow. When a lead advances to a new stage in LeadConnector, it will immediately create a new client in Bonsai. This seamless process not only saves time but also ensures you're always ready to nurture new clients with the right tools and resources within Bonsai.
Enhance your sales pipeline management with this handy workflow. When a lead advances to a new stage in LeadConnector, it will immediately create a new client in Bonsai. This seamless process not only saves time but also ensures you're always ready to nurture new clients with the right tools and resources within Bonsai.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Client
Creates a client lead on Bonsai
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
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First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
Contract Viewed
Triggers when a contract is viewed.
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