BONZO + Elfsight

Create BONZO prospects in pipeline stage from new Elfsight form submissions

Kickstart your sales pipeline using this seamless workflow. The moment you receive a new form submission in the Elfsight app, a fresh prospect is instantly created at the relevant stage in your BONZO app. This automatic process saves time and ensures prompt follow-up on new potential customers, helping you scale your business quicker.

Kickstart your sales pipeline using this seamless workflow. The moment you receive a new form submission in the Elfsight app, a fresh prospect is instantly created at the relevant stage in your BONZO app. This automatic process saves time and ensures prompt follow-up on new potential customers, helping you scale your business quicker.

  1. When this happens...
    ElfsightElfsight
    New Form Submission

    Triggers when a new form submission received.

    TriggerInstant
  2. automatically do this!
    BONZOBONZO
    Create Prospect in Pipeline Stage

    Creates a prospect in a pipeline stage.

    ActionWrite
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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
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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elfsight logo
elfsight logo

About Elfsight

Elfsight Forms is an easy way to create contact, feedback, survey, subscription and any other kind of form.
Learn more

Related categories

  • Forms & Surveys

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