BONZO + Pluspoint

Email Pluspoint surveys when new people reach certain stages in BONZO

Whenever a new lead reaches a certain stage in BONZO, an email with a Pluspoint survey will be sent to them automatically. This offers immediate insight into the lead's experience and encourages those satisfied to leave reviews on Google, Trustpilot, and other platforms. Enhance your lead management, automate your feedback collection, and bolster your online reputation with this streamlined approach.

When this happens...
Get People From Pipeline Stage
Triggers when a new person is added to a pipeline stage.
TriggerPolling
automatically do this!
Send Email Survey
Sends a personalized email to the client with a request to rate the service.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

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Supported triggers and actions

- 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

Get Conversations
Retrieve recent conversations with clients.
Trigger
Polling
Try It
- LocationRequired
- Event TypeRequired
- Event Data
- Event Time
- First Name
- Last Name
- Phone Number
- Email
- Contact Labels
- Instagram Username
- Facebook Username
- Unsubscribed
Action
Write

- First Name
- Last Name
- EmailRequired
- Message delay
Action
Write
- First Name
- Last Name
- Phone NumberRequired
- Message delay
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
- LocationsRequired
- First Name
- Last Name
- Phone Number
- Email
- Instagram Username
- Facebook Username
- Labels
- Unsubscribed
Action
Write
- LocationRequired
- Survey TemplateRequired
- First Name
- Last Name
- Phone Number
- Email
- RatingRequired
- Response Text
Action
Write
- First Name
- Last Name
- Phone NumberRequired
- Delay
Action
Write
- First Name
- Last Name
- Phone NumberRequired
- Message delay
Action
Write