BONZO + Zoho Sheet

Fetch new people from BONZO campaigns and create rows in Zoho Sheet

This workflow is ideal for those who use BONZO to manage campaigns and Zoho Sheet to keep track of data. When you gather new people from your BONZO campaigns, this setup will promptly create a new row in Zoho Sheet. Keeping your lists current and ensuring you have the most recent information right at your fingertips, it simplifies your data management process and saves you valuable time.

This workflow is ideal for those who use BONZO to manage campaigns and Zoho Sheet to keep track of data. When you gather new people from your BONZO campaigns, this setup will promptly create a new row in Zoho Sheet. Keeping your lists current and ensuring you have the most recent information right at your fingertips, it simplifies your data management process and saves you valuable time.

  1. When this happens...
    BONZOBONZO
    Get People From Campaigns

    Triggers when a new person is created in a campaign.

    TriggerPolling
  2. automatically do this!
    Zoho SheetZoho Sheet
    Create Row

    Triggers when a new row is created in a specified worksheet.

    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
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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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About Zoho Sheet

Zoho Sheet is a cloud-based spreadsheet software that allows you to create, edit, share and collaborate on spreadsheets in real time.
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Related categories

  • Spreadsheets
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