In this chapter, learn how to integrate other software and platforms with Bonzo. From Lead Gen tools to LOS Systems and tracking software, each integration that you connect will ensure that Bonzo is tailored specifically for your business.

Webhooks are a powerful tool, enabling seamless data automation into Bonzo for efficient lead management. To set up a webhook, navigate to "Settings," then "Integrations," and click "Webhooks." Customize your webhook's name, integration source, and destination within Bonzo, ensuring leads are directed to the right campaign or pipeline stage. Once configured, hit "Create" to initiate the process and streamline lead handling.

Webhook routing in Bonzo acts as an intelligent assistant, directing leads to designated team members or campaigns based on specific criteria, ensuring optimal lead management. Setting up a routing group is straightforward: access your webhook settings, navigate to "Routing," and create a new group. Customize routing conditions based on campaign or pipeline stage, assign team members, and establish criteria for lead distribution. With webhook routing, leads are seamlessly guided to the right destinations, maximizing engagement and conversion opportunities.

Integrating Bonzo with MMI gives you access to the latest, most accurate mortgage data. To set up this connection, navigate to Bonzo's "Settings," access "Webhooks," and add a new webhook named appropriately for MMI integration. Choose whether MMI data should drop into a specific pipeline or campaign, set the integration type to MMI, and consider merging duplicates for a clean contact list. Once configured, paste the unique URL provided into the "CRM Push URL" section in your MMI account's "User Info" section, enabling data synchronization between the two platforms. This integration streamlines workflows, enriches contact databases, and facilitates smarter conversations, fostering business growth.

As a Bonzo member, you can use Zapier to create custom automations, connecting Bonzo with various applications for streamlined workflows. Head to Zapier to set up connections easily, or explore the Custom Integrations Tab in your Bonzo settings for common software integrations. Our team can assist with custom solutions. If you need help, Bonzo's support resources and team are available to provide guidance, ensuring efficient workflows.

Bonzo's API feature empowers members to integrate seamlessly with other systems. To set it up, navigate to your settings, select the API tab, and click 'Add Token' to create a new connection. Customize the token's access to specific information, ensuring control over external interactions. This integration ensures a cohesive and automated workflow.

Integrating Calendly with your Bonzo account streamlines scheduling, eliminating back-and-forth emails. To begin, navigate to "Settings" in your Bonzo dashboard, then to "Partner Integrations," and click "Integrate" next to Calendly. Once enabled, customize routing based on event names for tailored follow-up strategies, enhancing efficiency and effectiveness in prospect interactions.