BONZO + Fello

Get new general people in BONZO and add or update contacts in Fello Connect

Stay organized and efficient with this BONZO and Fello Connect workflow, designed to streamline your contact management process. Upon gathering general information about people in BONZO, this workflow updates Fello Connect by adding or updating their contact details. It's a simple and straightforward way to ensure your Fello Connect contact list stays current with the latest from BONZO.

Stay organized and efficient with this BONZO and Fello Connect workflow, designed to streamline your contact management process. Upon gathering general information about people in BONZO, this workflow updates Fello Connect by adding or updating their contact details. It's a simple and straightforward way to ensure your Fello Connect contact list stays current with the latest from BONZO.

  1. When this happens...
    BONZOBONZO
    Get General People

    Triggers when a new prospect is created in your account.

    TriggerPolling
  2. automatically do this!
    FelloFello
    Add or Update Contact

    Add or Update Contact from Fello Connect

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • 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
bonzo logo
bonzo logo

About BONZO

Bonzo is a multi-channel communication tool that keeps you top of mind.

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
fello logo
fello logo

About Fello

Fello is a marketing automation platform that helps you engage consumers, optimize outreach, and convert more opportunities using AI-driven insights.
Learn more

Related categories

  • Marketing Automation