Create new Bonsai clients from new Harvest contacts
Effortlessly manage your new contacts with this automated workflow. When a new contact is added in Harvest, it will instantly create a client in Bonsai, saving you valuable time and ensuring all your data is organized and consistent across both platforms. Enhance your productivity by reducing manual data entry and always stay on top of your client updates.
Effortlessly manage your new contacts with this automated workflow. When a new contact is added in Harvest, it will instantly create a client in Bonsai, saving you valuable time and ensuring all your data is organized and consistent across both platforms. Enhance your productivity by reducing manual data entry and always stay on top of your client updates.
- When this happens...New Contact
Triggers when new contact is added.
- automatically do this!Create Client
Creates a client lead on Bonsai
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