BONZO + Fello

Update BONZO prospects when new leads are added in Fello Connect

Increase your sales efficiency with this integrated workflow between Fello Connect and BONZO. For every new lead procured in Fello Connect, this process instantly updates the prospect's information in BONZO. This swift relay of information eradicates the need for manual data entry, accelerating your sales progression while reducing potential errors. This streamlined lead management system allows you to place your primary focus on converting leads to clients.

When this happens...
Form Submission
Triggers when a form is submitted
TriggerInstant
automatically do this!
Update Prospect
Update a prospect.
ActionWrite

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Supported triggers and actions

Contact DNC Verification Status Changed
Triggers when a contact's DNC verification status changes.
Trigger
Instant
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Contact Unsubscribed
Triggers when a contact unsubscribes from Fello emails
Trigger
Instant
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New Home Value View Event
Triggers when a contact views home value dashboard
Trigger
Instant
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New Tags Added to Contact
Triggers when a new tag is added for the contact
Trigger
Instant
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- UuidRequired
- KeyRequired
- Created After
Trigger
Polling
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- UuidRequired
Trigger
Polling
Try It
- UuidRequired
- 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 IdRequired
- Campaign IdRequired
Action
Write
- Prospect IdRequired
- Campaign Id
- Pipeline Stage Id
- 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
- 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

Contact Address Enriched
Triggers when a contact gets enriched with one or more properties.
Trigger
Instant
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Contact Updated
Triggers when a contact is updated by agent in Connect.
Trigger
Instant
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Form Submission
Triggers when a form is submitted
Trigger
Instant
Try It
- EmailRequired
- Full Name
- First Name
- Last Name
- Phone
- Street Address
- Apt/Unit number
- City
- State
- Zip
- Full Address
- Lead Type
- Tags
- Assigned Agent Name
- Assigned Agent Email
- Assigned Agent Id
- Record Status
- CRM Link
- CRM Name
- CRM Source
- CRM Stage
- CRM Created Date
- Additional Email 1
- Additional Email 2
- Additional Email 3
- Additional Email 4
Action
Write
- Pipeline Stage IdRequired
Trigger
Polling
Try It
- Pipeline Stage IdRequired
- 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 IdRequired
- User IdRequired
Action
Write
- Prospect IdRequired
- Pipeline Stage IdRequired
Action
Write
- Email
- Phone
Action
Search