BONZO + Kixie

Remove people from Kixie powerlists when new pipeline stages are updated in BONZO

Streamline your sales operations and enhance your productivity with this seamless workflow. When a new individual enters a specific stage in your BONZO pipeline, any existing records of them will be instantly removed from all Powerlists in your Kixie system. This helps to keep your lists accurate and clutter-free, ultimately saving valuable time on unnecessary manual cleanup. Experience the convenience of this effective BONZO to Kixie automation today.

Streamline your sales operations and enhance your productivity with this seamless workflow. When a new individual enters a specific stage in your BONZO pipeline, any existing records of them will be instantly removed from all Powerlists in your Kixie system. This helps to keep your lists accurate and clutter-free, ultimately saving valuable time on unnecessary manual cleanup. Experience the convenience of this effective BONZO to Kixie automation today.

  1. When this happens...
    BONZOBONZO
    Get People From Pipeline Stage

    Triggers when a new person is added to a pipeline stage.

    TriggerPolling
  2. automatically do this!
    KixieKixie
    Remove From All Powerlists

    Removes a phone number from every Powerlist in your Kixie account. Use this to make sure you're not Powerdialing a phone number across your entire business.

    ActionWrite
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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
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About BONZO

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

Related categories

  • CRM (Customer Relationship Management)

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About Kixie

Seamless Integrated Voice Powerful voice and software tools for sales and customer service teams.
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Related categories

  • Phone & SMS