BONZO + Loanzify integrations
Create new BONZO prospects from new Loanzify leads
Any time there's a new lead in your Loanzify app, this workflow springs into action, swiftly setting up a new prospect in your BONZO app. This smooth connection keeps your lead management process streamlined, ensuring no potential customer slips through the cracks. You can focus less on manual data transfer and more on turning those leads into loyal customers.
- When this happens...New LeadTriggers when a form is submitted from LHP3
- automatically do this!Create Prospect in CampaignTriggers when a new person is created in a campaign.
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- 14 day trial for premium features & apps
More things you can do with Loanzify and BONZO
Discover other triggers and actions you can use with Loanzify and BONZO
- Form Id
Try ItTriggerPolling- Email Address
- Last Name
- First Name
- IP Address
ActionWrite- UuidRequired
- KeyRequired
- Created_after
Try ItTriggerPolling- UuidRequired
Try ItTriggerPolling
- Status
Try ItTriggerPolling- Loan Officer ID
- Loan Type
- Loan Amount
- Property Type
- Property Use
- Property Down Payment Amount
- Property Down Payment Gift Amount
- Property Address
- Property City
- Property State
- Property Zipcode
- Borrower EmailRequired
- Borrower First Name
- Borrower Middle Name
- Borrower Last Name
- Borrower Suffix
- Borrower Phone Home
- Borrower Phone Cell
- Borrower Birth Date
- Borrower Education
- Borrower Marital Status
- Borrower Dependents Count
- Borrower Intend To Occupy
- Borrower Citizenship Status
- Borrower Gender
- Borrower Primary Address - Street
- Borrower Primary Address - City
- Borrower Primary Address - State
- Borrower Primary Address - Years
- Borrower Primary Address - Ownership
- Borrower Mailing Address - Street
- Borrower Mailing Address - City
- Borrower Mailing Address - State
- Borrower Mailing Address - Zipcode
- Borrower Mailing Address - Years
- Borrower Mailing Address - Ownership
- Borrower Former Address - Street
- Borrower Former Address - City
- Borrower Former Address - State
- Borrower Former Address - Zipcode
- Borrower Former Address - Years
- Borrower Former Address - Ownership
- Co-Borrower Email
- Co-Borrower First Name
- Co-Borrower Middle Name
- Co-Borrower Last Name
- Co-Borrower Suffix
- Co-Borrower Phone Home
- Co-Borrower Phone Cell
- Co-Borrower Birth Date
- Co-Borrower Education
- Co-Borrower Marital Status
- Co-Borrower Dependents Count
- Co-Borrower Intend To Occupy
- Co-Borrower Citizenship Status
- Co-Borrower Gender
- Co-Borrower Primary Address - Street
- Co-Borrower Primary Address - City
- Co-Borrower Primary Address - State
- Co-Borrower Primary Address - Years
- Co-Borrower Primary Address - Ownership
- Co-Borrower Mailing Address - Street
- Co-Borrower Mailing Address - City
- Co-Borrower Mailing Address - State
- Co-Borrower Mailing Address - Zipcode
- Co-Borrower Mailing Address - Years
- Co-Borrower Mailing Address - Ownership
- Co-Borrower Former Address - Street
- Co-Borrower Former Address - City
- Co-Borrower Former Address - State
- Co-Borrower Former Address - Zipcode
- Co-Borrower Former Address - Years
- Co-Borrower Former Address - Ownership
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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