BONZO + IDX Leads

Create new BONZO prospects in pipeline stage from new IDX Leads leads

Manage your real estate leads with efficiency and effectiveness. This workflow activates when you land a fresh lead in IDX Leads, and directly creates a new prospect at the desired pipeline stage in your BONZO app. This seamless process helps in significantly cutting down manual data entry time and ensures all your leads are systematically organized in BONZO for timely follow-up and conversion.

Manage your real estate leads with efficiency and effectiveness. This workflow activates when you land a fresh lead in IDX Leads, and directly creates a new prospect at the desired pipeline stage in your BONZO app. This seamless process helps in significantly cutting down manual data entry time and ensures all your leads are systematically organized in BONZO for timely follow-up and conversion.

  1. When this happens...
    IDX LeadsIDX Leads
    New Lead

    Triggers when a new lead is created.

    TriggerPolling
  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

    • EmailRequired

    • First NameRequired

    • Last Name

    • Secondary Email

    • Lead Password

    • Lead City

    • State or Province

    • Country

    • Zip Code

    • Phone

    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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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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idx-leads logo
idx-leads logo

About IDX Leads

IDX Leads is a system for real estate lead capture. Leverage your MLS/IDX listings to collect qualified leads from high quality traffic.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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