BONZO + Fillout Forms

Create new BONZO prospects from new Fillout Forms submissions

Streamline your lead management process with this effective workflow. When there's a new submission in your Fillout Forms app, it will instantly create a prospect in the specific stage of your BONZO app. This seamless process not only enhances productivity, but also ensures you can engage with new leads quickly and efficiently. No more manual data entry, more time for strategic lead nurturing, and improved sales conversions.

Streamline your lead management process with this effective workflow. When there's a new submission in your Fillout Forms app, it will instantly create a prospect in the specific stage of your BONZO app. This seamless process not only enhances productivity, but also ensures you can engage with new leads quickly and efficiently. No more manual data entry, more time for strategic lead nurturing, and improved sales conversions.

  1. When this happens...
    Fillout FormsFillout Forms
    New Submission

    Triggers when a form receives a new submission.

    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

    • EmailsRequired

    • Subject

    • Message

    • Form IDRequired

    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
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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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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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fillout logo
fillout logo

About Fillout Forms

Create powerful forms, surveys and quizzes your audience will answer with Fillout Forms. Store responses directly where you need them.
Learn more

Related categories

  • Forms & Surveys

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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