BONZO + Model Match

Tag requisition contacts in Model Match and generate new prospects in BONZO pipeline stage

Stay on top of your sales pipeline with this nifty workflow. Whenever a contact is tagged in the Model Match app, it immediately creates a new prospect in a selected stage in the BONZO app. This automation alleviates the need for manual data transfers, saving you time and reducing potential errors. Ideal for sales professionals, it allows you to quickly progress leads through your pipeline and focus more on sales strategies.

When this happens...
Requisition Contact Is Tagged
Triggers when a requisition contact has been tagged.
TriggerInstant
automatically do this!
Create Prospect in Pipeline Stage
Creates a prospect in a pipeline stage.
ActionWrite

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Supported triggers and actions

Contact Is Added to a Requisition
Triggers when a contact is added to a requisition.
Trigger
Instant
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Contact Is Marked as Touched
Triggers when a contact is marked as touched.
Trigger
Instant
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Contact Stage Is Updated
Triggers when the contact stage has been updated.
Trigger
Instant
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- TagRequired
Trigger
Instant
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- First NameRequired
- Last NameRequired
- Phone Number
- Email Type
- Email
- Title
- NMLS ID
- Address
- City
- State
- Zip Code
Action
Write

- RequisitionRequired
- First NameRequired
- Last NameRequired
- Phone Number
- Email Type
- Email
- Company
- Title
- NMLS ID
- Address
- City
- State
- Zip Code
Action
Write
- Requisition IdRequired
- Contact IdRequired
- StagesRequired
Action
Write

- 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
- Email
- Phone
Action
Search

- UserRequired
Trigger
Instant
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- SequenceRequired
Trigger
Instant
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- RequisitionRequired
Trigger
Instant
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- Todo Title
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- Phone NumberRequired
- Email Type
- Email
- Company
- Title
- NMLS ID
- Address
- City
- State
- Zip Code
- SequenceRequired
Action
Write
- Requisition IdRequired
- UserRequired
- First NameRequired
- Last NameRequired
- Phone Number
- Email Type
- Email
- Company
- Title
- NMLS ID
- Address
- City
- State
- Zip Code
Action
Write
- UuidRequired
- KeyRequired
- Created After
Trigger
Polling
Try It
- UuidRequired
Trigger
Polling
Try It
- UuidRequired
- User Id
- Merge Duplicates
- Pipeline Stage 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
- 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
- Campaign IdRequired
Action
Write
- Prospect IdRequired
- Campaign Id
- Pipeline Stage Id
- 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
- 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

About BONZO

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Model Match

Model Match helps forward thinking mortgage lenders streamline the recruiting process and bring their team and pipeline into one central, collaborative space.

Related categories

Contact Management

BONZO + Model Match

Tag requisition contacts in Model Match and generate new prospects in BONZO pipeline stage

Supported triggers and actions

Contact Is Added to a Requisition

Contact Is Marked as Touched

Contact Stage Is Updated

Requisition Contact Is Tagged

Add a Contact

Add Contact to Requisition

Update Contact Stage

Get People From Pipeline Stage

Create Prospect in Pipeline Stage

Change Prospects Assignee

Move Prospect to Pipeline Stage

Find Prospect

Contact Is Assigned

Contact Responded to Sequence

Contact Updated

To-Do Completed

Add Contact to a Sequence

Assign a Contact to a User

Get General People

Get People From Campaigns

Create Prospect in Campaign

Move Prospect to Campaign

Update Prospect

About BONZO

Related categories

Similar apps

Zapier Interfaces

About Model Match

Related categories