Bonjoro

An introduction to Zapier, and using it to create custom Bonjoro integrations for auto assigning, tracking results and more.

The magic of Zapier

Trigger and assign a message task when a customer signs up or performs a chosen action in any software

Create tasks from any CRM, Mailing list and more with Zapier

Track when your messages are sent, opened and viewed, directly in your CRM.

Add Bonjoro results to your CRM with Zapier

A list of the Triggers and Variables we offer via Zapier and how they can be used to create totally custom workflows for the pro's

All of our Zapier Triggers & Variables (Part 3)

Grant Dewar

Zapier

Go to bonjoro

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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