Lead source integrations are essentially connections between Bonzo and external lead generation services like Zillow, LendingTree, and others. These services funnel lead details—such as names, email addresses, and specific needs—into Bonzo using a method predominantly based on Webhooks. This direct transfer ensures that leads are quickly and accurately imported into Bonzo, where they can be managed and nurtured effectively.
Setting Up Integrations: Lead Gen Sources in Bonzo
Navigate to the "Settings" menu in Bonzo
Proceed to "Custom Integrations"
Select the specific lead source you want to integrate, such as Lending Tree, Zillow, or Realtor.com.
Special Instructions for Complex Setups
If your setup requires specific configurations, such as different routing for Team Members licensed in various states, include these requirements in the "Special Instructions" section during the integration setup. This will help the Bonzo support team tailor the integration to meet your needs more effectively.
Submit your Integration Request to the team.
Webhooks
Webhooks play a crucial role in lead generation integrations within Bonzo, acting as the bridge between Bonzo and external Lead Gen Sources. When set up, these Webhooks efficiently transport information—known as payloads—from the lead source directly into your Bonzo account. This seamless transfer ensures that lead data is integrated into your system without manual effort, enhancing both accuracy and speed.
Key Functions of Webhooks in Bonzo
Data Transfer: Webhooks capture and convey data from lead gen source payloads directly into Bonzo. This automatic process eliminates the need for manual data entry and ensures that your lead data is both current and correctly formatted.
Routing Configuration: Members can configure routing settings within webhooks to dictate how leads flow into Bonzo. This is essential for ensuring that leads are directed to the appropriate team members or funnels based on specific criteria, such as geographical location or product interest.
Log Monitoring: The webhook setup allows members to monitor logs actively. This feature is instrumental in verifying which leads have been successfully pushed through the system and identifying any that may have encountered issues during the transfer.
Custom Field Routing: Sometimes, the data received from a lead gen source may include fields that do not automatically match those in Bonzo. Webhooks allow for the creation of custom connections, ensuring that all relevant data is captured and properly integrated into your system, regardless of the initial format.
Webhooks are typically set up and managed by the Bonzo Integrations Team, ensuring professional setup and integration. Once created, these Webhooks are accessible under the "Webhooks" tab in the "Settings" menu of their Bonzo account.
To learn more about Webhooks, click the button below:
Handling Custom Fields and Duplicates
If the lead source sends additional information that does not have a corresponding field in Bonzo, you can create custom fields to accommodate this data. It’s also crucial to enable duplicate checking within your Webhook to prevent the same lead from being entered multiple times. This is managed by configuring Bonzo to merge duplicates based on criteria such as email or phone number.
To access this go to your Settings
Navigate to Webhooks.
Select the three dots on the right side of the Webhook and click "Edit"
Near the bottom of the page make sure the "Merge Duplicates" box is marked.
Advanced Routing Options
For teams with specific routing needs, Bonzo allows for advanced configuration. Leads can be routed based on criteria such as geographical location or specific data. This allows you to ensure that leads are assigned to the appropriate person.
Furthermore, integrations can be set up to automatically place leads into specific Campaigns or Pipeline stages.
For learn more on how to setup your own custom Routing, click the button below!
Troubleshooting
Should you encounter issues such as leads not appearing correctly in Bonzo or other integration failures, start by reviewing the Webhook Logs. These Logs can help identify any mismatches or errors in data transmission.
You can access the logs by navigating to your Settings, then Webhooks.
Click on the three dots on the right side of the Webhook and select Logs.
Filtering Logs: Use filters to sort through successful and failed logs for easier management.
Failed Logs: Focus on failed logs to identify and address issues. Each failed log provides a status code and a detailed error message, which can be accessed by clicking on the "Details" link within the log entry. These details will show the reason for the failure and the associated data payload.
Best Practices: Regularly review logs to promptly detect and resolve integration issues. Familiarize yourself with status codes to streamline troubleshooting and use filters to view only relevant logs, enhancing efficiency in managing errors.
Common Status Codes:
200: SUCCESS - This code indicates that the transaction was successful. Logs with this status show that data was transferred and processed correctly without any issues.
422: FAILURE - This error indicates that the server understands the content type of the request entity (hence, it's syntactically correct), but was unable to process it. Common reasons are:
Contact is missing info
Duplicate was located and you don't have Merge Duplicates toggled.
Lead Generation Integrations Include:
LeadPops
FreeRateUpdate
Facebook Ads
Google Contacts
Gravity Forms
Jungo
Realtor.com
LendingTree
Jotform
LeadMailbox
Zillow
kvCore
MonitorBase
Vonk Digital
Sales Boomerang
Mortgage Research
LeadPoint
Bankrate