How to Connect Bonsai with ClickDimensions (2026)

Bonsai

★★★★ 4.4

Finance Accounting Freelance Finance

An all-in-one business management platform for freelancers and agencies with proposals, contracts, invoicing, and accounting.

Full Review

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ClickDimensions

★★★ 3.8

Email Automation Email Marketing

Marketing automation platform built natively inside Microsoft Dynamics 365 for email marketing, web tracking, and forms.

Full Review

About These Tools

Bonsai: An all-in-one business management platform for freelancers and agencies with proposals, contracts, invoicing, and accounting.

ClickDimensions: Marketing automation platform built natively inside Microsoft Dynamics 365 for email marketing, web tracking, and forms.

Key Features

Bonsai

Proposals
Contracts
Invoicing
Accounting
Tax prep
Time tracking

ClickDimensions

Dynamics 365 native
Email marketing
Web tracking
Forms
Surveys
Nurture campaigns

Pricing

Bonsai

Subscription $21-$52/month

ClickDimensions

Subscription Custom

Detailed integration guide coming soon. We're researching the specific ways Bonsai and ClickDimensions work together — including native integrations, third-party connectors, and API options. Check back for a complete step-by-step guide.

Connect via Integration Platform

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