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BONZO + BrokerSpot

BONZO + BrokerSpot

BONZO + BrokerSpot integrations

Create prospects in BONZO pipeline stage from new BrokerSpot leads

Transform new leads from BrokerSpot into actionable prospects in BONZO with this efficient workflow. As soon as the BrokerSpot app identifies a new lead, it will directly create a prospect in the desired stage in your BONZO pipeline. This is an easy way to streamline your lead management system, saving you time and ensuring that no potential clients get overlooked.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a New Lead is created.
  2. automatically do this!
    Create Prospect in Pipeline Stage
    Create Prospect in Pipeline Stage
    Create Prospect in Pipeline StageCreates a prospect in a pipeline stage.
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More things you can do with BrokerSpot and BONZO

Discover other triggers and actions you can use with BrokerSpot and BONZO

  • BrokerSpot triggers, actions, and search
    New Lead

    Triggers when a New Lead is created.

    Trigger
    Instant
    Try It
    • Pipeline_stage_id
      Required
    Trigger
    Polling
    Try It
    • Pipeline_stage_id
      Required
    • Merge_duplicates
    • User_id
    • First_name
    • Last_name
    • Email
    • Phone
    • Marital_status
    • Address
    • Unit_number
    • City
    • State
    • Zip
    • Tags
    • Note
    • Field_1
    • Field_2
    • Field_3
    • Field_4
    • Field_5
    • Birthday
    • Fb_id
    • Company_name
    • Loan_amount
    • Down_payment
    • Loan_program
    • Credit_score
    • Purchase_price
    • Cash_out_amount
    • Loan_type
    • Loan_purpose
    • Property_value
    • Property_address
    • Property_unit_number
    • Property_city
    • Property_state
    • Property_zip
    • Property_county
    • Found_home
    • Bankruptcy
    • Foreclosure
    • Working_with_agent
    • Buyer Agent name
    • Buyer Agent phone
    • Buyer Agent email
    • Buyer Agent address
    • Seller Agent name
    • Seller Agent phone
    • Seller Agent email
    • Seller Agent address
    • Lead_source
    • Interest_rate
    • Requested_apr
    • Property_type
    • Property_use
    • Bankruptcy_details
    • Foreclosure_details
    • Occupation
    • Household_income
    • Current_step
    • Close_date
    • Application_date
    • Rate_lock_date
    • Monthly_income
    • Other_income
    • Lien_position
    • Amortization_type
    • Amortization_term
    • Monthly_payment
    • New_loan_amount
    • Rate_is_locked
    • Referral_source
    • Insurance_zip
    • Insurance_city
    • Insurance_state
    • Insurance_address
    • Apartment_number
    • Height
    • Weight
    • Weight_change
    • Income
    • Work_phone
    • Net_worth
    • Insurance_declined
    • Gender
    • Dependents
    • Smoker
    • Credit_standing
    • Flood_interest
    • Earthquake_interest
    • Deductible
    • Coverage_amount
    • Liability_amount
    • Co-borrower first name
    • Co-borrower last name
    • Co-borrower email
    • Co-borrower phone
    • Co-borrower address
    • Co-borrower unit number
    • Co-borrower city
    • Co-borrower ZIP
    • Co-borrower state
    • Co-borrower birthday
    • Martial status
    • Co-borrower Monthly Income
    Action
    Write
    • Prospect_id
      Required
    • User_id
      Required
    Action
    Write
    • Uuid
      Required
    • Key
      Required
    • Created_after
    Trigger
    Polling
    Try It
    • Uuid
      Required
    Trigger
    Polling
    Try It
    • Uuid
      Required
    • User_id
    • Merge_duplicates
    • Pipeline_stage_id
    • First_name
    • Last_name
    • Email
    • Phone
    • Marital_status
    • Address
    • Unit_number
    • City
    • State
    • Zip
    • Tags
    • Note
    • Field_1
    • Field_2
    • Field_3
    • Field_4
    • Field_5
    • Birthday
    • Fb_id
    • Company_name
    • Loan_amount
    • Down_payment
    • Loan_program
    • Credit_score
    • Purchase_price
    • Cash_out_amount
    • Loan_type
    • Loan_purpose
    • Property_value
    • Property_address
    • Property_unit_number
    • Property_city
    • Property_state
    • Property_zip
    • Property_county
    • Found_home
    • Bankruptcy
    • Foreclosure
    • Working_with_agent
    • Buyer Agent name
    • Buyer Agent phone
    • Buyer Agent email
    • Buyer Agent address
    • Seller Agent name
    • Seller Agent phone
    • Seller Agent email
    • Seller Agent address
    • Lead_source
    • Interest_rate
    • Requested_apr
    • Property_type
    • Property_use
    • Bankruptcy_details
    • Foreclosure_details
    • Occupation
    • Household_income
    • Current_step
    • Close_date
    • Application_date
    • Rate_lock_date
    • Referral_source
    • Insurance_zip
    • Insurance_city
    • Insurance_state
    • Insurance_address
    • Apartment_number
    • Height
    • Weight
    • Weight_change
    • Income
    • Work_phone
    • Net_worth
    • Insurance_declined
    • Gender
    • Dependents
    • Smoker
    • Credit_standing
    • Flood_interest
    • Earthquake_interest
    • Deductible
    • Coverage_amount
    • Liability_amount
    • Co-borrower first name
    • Co-borrower last name
    • Co-borrower email
    • Co-borrower phone
    • Co-borrower address
    • Co-borrower unit number
    • Co-borrower city
    • Co-borrower ZIP
    • Co-borrower state
    • Co-borrower birthday
    • Martial status
    • Co-borrower Monthly Income
    Action
    Write
    • Prospect_id
      Required
    • Campaign_id
      Required
    Action
    Write
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About BONZO
Bonzo is a multi-channel communication tool that keeps you top of mind.
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About BrokerSpot
BrokerSpot: Your ultimate real estate lead generation solution. Connect with high-quality leads and close deals faster. Maximize your success!
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