BONZO + HubSpot
Create prospects in BONZO's pipeline stage from new HubSpot form submissions
When a fresh HubSpot form submission rolls in, ensure your business stays on top of its game by using this workflow. It instantly creates a prospect in your designated BONZO pipeline stage, keeping your sales process smooth, efficient, and aligned with every new lead. Streamline your sales pipeline management and never miss an opportunity to engage potential customers, leveraging the power of automation to reduce manual data entry.
When a fresh HubSpot form submission rolls in, ensure your business stays on top of its game by using this workflow. It instantly creates a prospect in your designated BONZO pipeline stage, keeping your sales process smooth, efficient, and aligned with every new lead. Streamline your sales pipeline management and never miss an opportunity to engage potential customers, leveraging the power of automation to reduce manual data entry.
- When this happens...
New Form SubmissionTriggers when a form is submitted.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create Prospect in Pipeline StageCreates a prospect in a pipeline stage.
ActionWriteCreate a new record or update an existing record in your app.
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Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planProperty NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planContact ListRequired
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Type of Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planType of Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
Contact EmailRequired
Subscription TypesRequired
Legal Basis Explanation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Halt task if any associations error occurred
Engagement TypeRequired
Assigned To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Deal
Creates a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Line_item
Creates a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Contact Email AddressRequired
Event IDRequired
Contact Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Remove Associations
Removes associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
FormRequired
Note
HubSpot usertoken
IP address
Page name
Page URI
Page ID
SFDC campaign ID
GoToWebinar key/ID
Submission timestamp
Skip validation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Company
Update a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Deal
Update a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Product
Update a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FolderRequired
FilenameRequired
Access levelRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appType of Custom ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner emailRequired
Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner IdRequired
Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
NameRequired
Note
Company
Contact
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundPipeline 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Prospect IdRequired
User IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Prospect IdRequired
Pipeline Stage IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
Phone
ActionThis is an event a Zap performs.SearchFind existing data in your app
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBlog UrlRequired
Article StateRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new Deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Property NameRequired
Properties to retrieveRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planProperty NameRequired
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
List NameRequired
Contact EmailRequired
Halt my task if contact is already a member of the list
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Company
Creates a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Associations
Creates associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Social Media ChannelRequired
Message ContentRequired
When
Save as draft
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Note
NameRequired
Company
Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Workflow NameRequired
Contact's EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Line_item IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Ticket IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Blog URLRequired
Blog AuthorRequired
Publish This Post?Required
Blog Post URLRequired
Blog Post TitleRequired
Blog Post ContentRequired
Meta DescriptionRequired
Featured image URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Product
Creates a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
List NameRequired
Contact EmailRequired
Halt my task if contact wasn't a member of the listRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Ticket
Creates a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Contact
Update a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Line_item
Update a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Ticket
Update a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Note
Contact EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Associations
Find associations between objects.
ActionThis is an event a Zap performs.SearchFind existing data in your appObject TypeRequired
Pipeline IdRequired
Stage IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundType of Custom ObjectRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundUuidRequired
KeyRequired
Created After
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUuidRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Prospect IdRequired
Campaign IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
About BONZO
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