BONZO + Teamleader Focus

Create new BONZO prospects and move them to campaigns when new companies are added in Teamleader Focus

Easily manage your prospects and marketing campaigns with this convenient automation. Whenever a new company is added in Teamleader Focus, they'll be moved to a designated campaign in BONZO. Save time and ensure a seamless transition of your leads into targeted campaigns for better engagement and results.

When this happens...
New Company
Triggers when a new Company is added.
TriggerInstant
automatically do this!
Move Prospect to Campaign
Move Prospect to Campaign
ActionWrite

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Supported triggers and actions

What does this mean?

New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is added.
Trigger
Instant
Try It
Deal Accepted
Triggers when a deal is accepted.
Trigger
Instant
Try It
- First name
- Last nameRequired
- Salutation
- Primary
- Telephone
- Mobile
- Fax
- Website
- Street
- Zip code
- City
- Country
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Language
- Gender
- Birthdate
- Iban
- Bic
- Remarks
- Tags
- Custom Fields
- Marketing mails consent
Action
Write
- ContactRequired
- CompanyRequired
- Position
- Decision maker
Action
Write

- IdRequired
Action
Search
- Pipeline Stage IdRequired
Trigger
Scheduled
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

New Company
Triggers when a new Company is added.
Trigger
Instant
Try It
Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
Try It
- Company nameRequired
- Business Type
- VAT number
- Local business number
- Primary
- Invoicing
- Telephone
- Fax
- Website
- Street
- Zip code
- City
- Country
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Iban
- Bic
- Language
- Responsible user
- Remarks
- Tags
- Custom Fields
- Marketing Mails Consent
Action
Write
- TitleRequired
- Summary
- Customer TypeRequired
- Customer IdRequired
- Contact Person
- Source
- Department
- Responsible User
- Phase
- Estimated Value Amount
- Estimated Value Currency
- Estimated Probability
- Estimated Closing Date
- Custom Fields
Action
Write
- IdRequired
Action
Search
- UuidRequired
- KeyRequired
- Created After
Trigger
Scheduled
Try It
- UuidRequired
Trigger
Scheduled
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.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Teamleader Focus

Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

BONZO + Teamleader Focus

Create new BONZO prospects and move them to campaigns when new companies are added in Teamleader Focus

New Deal

New Contact

Deal Accepted

Create Contact

First name

Salutation

Primary

Telephone

Mobile

Fax

Website

Street

Zip code

City

Country

Street

Zip code

City

Country

Addressee

Street

Zip code

City

Country

Addressee

Language

Gender

Birthdate

Iban

Bic

Remarks

Tags

Custom Fields

Marketing mails consent

Link Contact to Company

ContactRequired

CompanyRequired

Position

Decision maker

Find Contact

IdRequired

Get People From Pipeline Stage

Pipeline Stage IdRequired

Create Prospect in Pipeline Stage

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