BONZO + Microsoft Outlook

Create new Microsoft Outlook contacts from updated people in BONZO

When a new person is recorded in the BONZO app, this helpful automation ensures their details are swiftly added to your Microsoft Outlook contacts. With this workflow in place, you no longer need to manually enter information across platforms, saving you both time and effort. It contributes to seamless communication and efficient record-keeping in your business operations.

When a new person is recorded in the BONZO app, this helpful automation ensures their details are swiftly added to your Microsoft Outlook contacts. With this workflow in place, you no longer need to manually enter information across platforms, saving you both time and effort. It contributes to seamless communication and efficient record-keeping in your business operations.

  1. When this happens...
    BONZOBONZO
    Get General People

    Triggers when a new prospect is created in your account.

    TriggerPolling
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Create Contact

    Creates a new contact.

    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
bonzo logo
bonzo logo

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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microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Learn more

Related categories

  • Calendar
  • Email
  • Microsoft

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