Looking to send personalized video messages right when they're needed, without babysitting every step? If you’re juggling customer onboarding, sales follow-ups, or just want to make your outreach less robotic, connecting Bonjoro with Zapier can save you hours—and make your automations feel a lot more human.
This guide is for folks who want to set up real, useful integrations—not just a “hello world” test. We’ll walk through connecting Bonjoro and Zapier, mapping out practical workflows, and pointing out what’s worth automating (and what’s a waste of time). No hype, just steps that work.
Why bother integrating Bonjoro with Zapier?
Let's be honest: Bonjoro is great for sending video messages, but manually triggering those messages gets old fast. Zapier acts like the middleman, letting your other tools (CRMs, email platforms, forms) talk to Bonjoro automatically.
Here’s what you get out of this integration: - Less repetitive work: Trigger video tasks in Bonjoro from pretty much any app Zapier supports. - Better timing: Send videos when it actually matters—like right after a lead signs up, not three days later. - Consistent follow-up: No more “oops, I forgot” moments.
But, don’t expect Zapier to make your videos for you. It’ll tee up the tasks, but you still need to record the message (unless you use templates and auto-sends, which I’ll cover later).
Step 1: Get Your Accounts Ready
Before you dive in, you’ll need: - A Bonjoro account (obviously) - A Zapier account (free is fine for simple Zaps) - Access to whatever app you want to connect (like Gmail, HubSpot, Typeform, etc.)
Pro tip: If you’re new to Zapier, poke around their help docs first. Their interface is simple, but “Triggers” and “Actions” can trip up first-timers.
Step 2: Connect Bonjoro to Zapier
-
Log in to Zapier.
Go to zapier.com and log in or sign up. -
Find Bonjoro in Zapier.
In the top search bar, type “Bonjoro.” Click on it when it pops up. -
Connect your Bonjoro account.
The first time you use Bonjoro in a Zap, you’ll need to connect your account. - Click “Connect a new account.”
- Log in with your Bonjoro credentials.
- Authorize Zapier to access your Bonjoro account.
That’s it—now you can use Bonjoro as a Trigger or Action in your Zaps.
Step 3: Choose Your Workflow (What Should You Automate?)
Before you build anything, get clear about why you’re bothering. Automate what actually helps you—don’t just build a Rube Goldberg machine because you can. Here are the most common (and honestly, most useful) workflows:
- Send a Bonjoro task when a new lead signs up.
(e.g., via Typeform, Shopify, or your CRM) - Send a Bonjoro when a payment is received.
- Trigger a Bonjoro after a support ticket is closed.
- Update your CRM when a Bonjoro is sent or watched.
Ignore anything that just creates busywork—automating every minor event will clutter your Bonjoro inbox and annoy your team.
Step 4: Build Your First Zap (Example: Send Bonjoro When You Get a New Lead)
Let’s walk through a practical example: You want a Bonjoro task to pop up every time someone fills out a lead form on your website.
1. Create a New Zap
- Click “Create Zap” in Zapier.
2. Set the Trigger (e.g., Typeform New Entry)
- App: Typeform (or whatever you use for forms)
- Trigger Event: “New Entry”
- Connect your Typeform account.
- Select the form you want to monitor.
- Test the trigger to pull in a sample lead.
3. Add the Action: Bonjoro – Create a Task
- App: Bonjoro
- Action Event: “Create Task”
- Connect your Bonjoro account (if you haven’t already).
- Now, map the data:
- Email: Use the email field from your trigger app.
- Name: (Optional) Map if you collect it.
- Message/Reason: You can set a default template here, like “New website lead—send intro video.”
- Assign to: (Optional) Choose a team member if you want to route tasks.
4. Test & Turn On
- Run a test to make sure a Bonjoro task is created.
- If it works, name your Zap and turn it on.
Now, every time someone fills out your form, a task shows up in Bonjoro ready for you (or someone on your team) to record and send a video.
Step 5: More Advanced Automations (But Don’t Go Overboard)
Once you’ve got the basics working, you might want to get fancier. Here’s what’s actually useful:
Multi-Step Zaps
- Add filters: Only trigger Bonjoro if certain fields are filled or if the lead matches your target profile.
- Delay steps: Wait a few hours or days before sending the Bonjoro task (good for post-purchase messages).
Use Bonjoro as a Trigger
Bonjoro can also start a workflow in Zapier. For example: - When a Bonjoro is sent, update your CRM or add a note to a contact. - When a Bonjoro is watched, ping your sales team or send a follow-up email.
Using Bonjoro Templates and Auto-Send
- If you send the same video over and over (not ideal, but sometimes necessary), you can set up Bonjoro templates.
- Combine this with Zapier for “auto-send” messages, but be careful: this defeats the point of personalized video for most use-cases.
Honest take: Most people get the best results with short, personal videos—not canned ones. Use auto-sends sparingly.
Step 6: Troubleshooting & Limitations
Automation is great—until it isn’t. Here’s what to watch for:
- Zapier’s free plan limits: You only get so many tasks per month. Heavy users will need to pay.
- Bonjoro’s API quirks: Sometimes, Zapier can’t pull every field you want. Check which data is available.
- Duplicate tasks: If your trigger app sends duplicate data, you’ll get multiple Bonjoro tasks. Use Zapier’s filters to cut down on noise.
- Human bottleneck: Zapier can create Bonjoro tasks instantly, but you (or your team) still have to record the videos. Don’t over-automate and bury yourself in tasks you can’t handle.
Pro tip: Start small. Automate one thing, see if it actually saves time or lands you more responses. If yes, build from there.
Step 7: Real-World Use Cases (That Aren’t a Waste of Time)
To get practical, here are a few workflows that actually deliver:
- Onboarding new customers: Send a quick “thanks for joining” video right after signup.
- Celebrating milestones: Send a Bonjoro on a customer’s anniversary or after their 10th order.
- Following up on support tickets: Add a human touch when closing out tricky issues.
- Re-engaging cold leads: Use CRM filters to trigger a Bonjoro if a prospect hasn’t replied in X days.
Skip automations that just create noise, like sending a video for every tiny action. Your recipients will tune out, and you’ll waste your own time.
The Bottom Line: Keep It Useful, Not Complicated
Integrating Bonjoro with Zapier is a smart move if you actually need it. Start with one workflow that genuinely saves you time or creates a better customer experience. Test it. See if people respond. Don’t get seduced by automating everything—most of us need fewer notifications, not more.
Simple, useful automation beats an over-engineered mess every time. Build what matters, ignore the rest, and tweak as you go. Happy automating.