We Made Bonjoro's Most Powerful Feature Even Better - Workflows 2.0

Oliver Bridge

For the last few months we've been working on something special to make sending Bonjoros easier and more enjoyable than ever. Today, we're pleased and proud to unveil our new, extremely shiny, supercharged Video Workflow builder.

This update lets you integrate Bonjoro to your CRM quickly and easily to send videos at the perfect moment. We haven't timed how long it takes to set up, but it's definitely not very many minutes. Like, less than five.

Here’s a video guide, and step by step guide showing how to integrate your CRM and build your own Bonjoro Workflows.

(Psst. If you are not sure what a video workflow is, or want some inspiration on when to send videos to convert more leads and delight your customers, grab a FREE copy of our Video Funnel Playbook. No email required at all - it's completely un-gated 👐)

Step 1. Select a Service

Choose the app you want to connect to Bonjoro. Right now we link directly with ActiveCampaign, Intercom, Mailchimp, ConvertKit, Drip, Hubspot, Keap, Shopify, Patreon, Ontraport, MailerLite, and thousands more via Zapier. Tell us which other apps you’d like to see us integrate with directly by tweeting us @bonjoroapp

Step 2. Choose a “Trigger” event

A Trigger is an event that takes place in your external app. For example, something like a New website enquiry 🎯.

In this example, we're using the ConvertKit app. These are 3 different types of "Trigger" for ConvertKit (see screenshot below). Just choose the Trigger you'd like, for example “New Form Subscriber”, then hit Continue. This will tell Bonjoro to grab your new enquiry and add their contact details into Bonjoro, so you can record them a video.

Step 3. Connect your account

Connect to your third-party app so Bonjoro can do its thing! Just hit "Add an Account” and follow the instructions for your app. 

Once that’s done, click "Test" if you want to test the connection between your app and Bonjoro, or just hit "Select", and "Continue". 

Step 4. Configure your Trigger

You can now set up your configuration for the Trigger. In this different example, we have connected a Mailchimp account and we are choosing to pull all future “Verbate enquiries” into Bonjoro. 

Ps. Verbate is our sister business for gathering video surveys from your own customers or general consumers. Definitely hit them up if you need some help with market research.

Step 5. Setup your Action

An Action is an event that you want to happen in the Bonjoro app.

Once the Trigger is set up, you just need to add the Action and you’re ready to start. In the screenshot below, I’m selecting the Bonjoro app... 

...and adding the specific Action, “Create Bonjoro” 

Step 6. Configure your Action

Lastly, but most importantly you need to configure your Action. Here I’m selecting who the Bonjoro should be assigned to, and entering a “Reason” for sending this customer a Bonjoro. Adding a reason is super helpful as it allows the Bonjoro filmer (you, or a team member) to know exactly where this person came from and why you are sending them a Bonjoro.

[Check out the hot Emoji! Emojis are good - please use Emojis 🐻]

You can even select custom fields and attributes from your own CRM, to pull into your Bonjoro account, alongside each contact. This means you can just open the Bonjoro app on web or mobile, and get recording, without having to reference any external lists. Less time planning, more time sending Bonjoros to happy customers!

Step 7 - Name your Workflow and switch it on

The finishing touch is to give your Workflow a name, and turn it on! After that, you’re all set. You can come back to edit it later, or switch it off if you no longer need it running. 

From here, just open your Bonjoro app and get recording. Your new assignees will be ready and waiting in the app so you don't have to spend any time entering email addresses or remembering why you need to send someone a message.


What apps do you support now?

*Updated November 2020 - click here for a full list of our active integrations*

What apps do you plan to support?

See link above

How do I get started?

Grab yourself a free 14 day trial of Bonjoro (or log in to your account), and head over to the Integrationns tab to set up your own custom workflows today.

What if you don't support my CRM?

While we're busy building more direct integrations, you can connect most other apps to Bonjoro via Zapier. Find out more about it here.

Can I request an integration?

Sure! We’re already busy reaching out to all of our customers and totting up the most requested apps. You can tell us yours by tweeting us.

Product news
About the author
Oliver Bridge
Growth Grizzly
Subscribe to your newsletter
Receive monthly tips on how to convert more customers, tackle churn, and spark a little #CustomerDelight

Want a cookie?

Taking one of our delicious cookies helps us improve your site experience.

Click here to read our cookie policy.