BONZO + kvCORE
BONZO + kvCORE
BONZO + kvCORE integrations
Create new BONZO prospects from new kvCORE leads
Stay on top of your sales pipeline with this kvCORE to BONZO workflow. Whenever a new lead is detected in kvCORE, it will create a prospect in BONZO, streamlining lead management. This automation helps you quickly convert real estate leads into promising prospects, thus enhancing your customer relationship efforts.
- When this happens...New LeadTriggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
- automatically do this!Create Prospect in CampaignTriggers when a new person is created in a campaign.
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More things you can do with kvCORE and BONZO
Discover other triggers and actions you can use with kvCORE and BONZO
- Campaign Zap IDRequired
Try ItTriggerInstant- First Name
- Lead Type
- Last Name
- Email
- Cell Phone 1
- Cell Phone 2
- Lead Status
- Form or Capture Method
- Source
- Secondary Source
- Date Registered
- Interested in City
- Interested in Price
- Interested in MLS#
- Primary Address - Street
- Primary Address - City
- Primary Address - State/Province
- Primary Address - Zip/Postal
- Assign to Agent Email
- Note
- Assign to Agent ID
- Tags (Multiple)
ActionWrite- UuidRequired
- KeyRequired
- Created_after
Try ItTriggerPolling- UuidRequired
Try ItTriggerPolling
- New Lead
Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
Try ItTriggerInstant - Email
- First Name
- Last Name
- Primary Address - Street
- Primary Address - City
- Primary Address - State/Province
- Primary Address - Zip/Postal
- Note
- Logged Call Type
- Logged Call Resoluton
- Logged Call Note
ActionWrite- Pipeline_stage_idRequired
Try ItTriggerPolling- 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
ActionWrite
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Related categories
Similar apps
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier