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BONZO + Gravity Forms

BONZO + Gravity Forms

BONZO + Gravity Forms integrations

Create new BONZO prospects in pipeline stage from new Gravity Forms submissions

When a form is submitted through Gravity Forms, instantly add a new prospect to a selected stage in your BONZO pipeline with this handy workflow. Swiftly keep your sales progression up-to-date, eliminating the need for time-consuming manual data entry. Enhance your efficiency by bridging Gravity Forms and BONZO seamlessly, ensuring your sales team always has the latest prospect information at their fingertips.

  1. When this happens...
    Form Submission
    Form Submission
    Form SubmissionTriggers when the specified form is submitted.
  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 Gravity Forms and BONZO

Discover other triggers and actions you can use with Gravity Forms and BONZO

    • Form
      Required
    • Use Admin Field Labels?
    Trigger
    Instant
    Try It
    • Form
      Required
    Action
    Write
    • 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
    • Form
      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
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About BONZO
Bonzo is a multi-channel communication tool that keeps you top of mind.
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About Gravity Forms
Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
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