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Loanzify logoLoanzify logo
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BONZO + Loanzify

BONZO + Loanzify

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.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a form is submitted from LHP3
  2. automatically do this!
    Create Prospect in Campaign
    Create Prospect in Campaign
    Create Prospect in CampaignTriggers when a new person is created in a campaign.
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More things you can do with Loanzify and BONZO

Discover other triggers and actions you can use with Loanzify and BONZO

    • Form Id
    Trigger
    Polling
    Try It
    • Email Address
    • Last Name
    • First Name
    • IP Address
    Action
    Write
    • Uuid
      Required
    • Key
      Required
    • Created_after
    Trigger
    Polling
    Try It
    • Uuid
      Required
    Trigger
    Polling
    Try It
    • 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 Email
      Required
    • 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
    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
bonzo logo
About BONZO
Bonzo is a multi-channel communication tool that keeps you top of mind.
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loanzify logo
About Loanzify
Loanzify Digital POS platform is a fully customizable loan and client management tool.
Related categories
Similar apps
Zapier Forms integrationsZapier Forms integrations
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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