Accessing Webhook Routing
To manage Webhook routing:
1. Navigate to Settings:
• On the left-hand side of your Bonzo CRM dashboard, click on “Settings.”
2. Open Webhooks Tab:
• Scroll down to the “Integrations” grouping at the very bottom.
• Click on the “Webhooks” tab. This is where all your webhooks are listed and managed.
Setting Up Default Routing
When you create a new webhook, you are taken to the default settings page. Here, you can route leads as they come in, acting as a bridge between another program and Bonzo.
Set Up Default Routing: You can route leads directly into a Campaign or a Pipeline stage. It is recommended to use one or the other to avoid system confusion and potential loops.
Creating a Routing Group
Steps to Create a Routing Group:
1. Access Webhook Routing: Go to your webhook settings, then scroll to the right side and click on the three dots next to the Webhook you want to manage. From the dropdown list, click on “Routing.”
2. Add a New Group: Click the “Add New Group” button located in the right corner.
Customizing a New Group
When creating a new routing group, you have several options to choose from:
1. Choose Campaign: Select the campaign you want to route these leads into.
2. Select Assignee: Choose the team member you want to assign these leads to.
3. Select Pipeline Stage: Determine the pipeline stage for the leads.
4. Set Daily Quota: Specify a daily limit for leads assigned to a team member. This can help manage workloads, especially for new team members.
Choosing a Condition
To create a condition, you can select from all fields by selecting the pencil icon on the right side of the Group.
Bonzo will then open an overlay showing you all the field options.
These will include every field in Bonzo including any custom fields you have created.
Creating the Condition:
1. Select the Field: The field (information) it will sort by, such as loan type or state.
2. Choose the Action: Define the condition (e.g., equal to, not equal to, empty, not empty).
3. Apply the Value: The specific value that determines the routing, such as “refi” or “purchase” for loan types.
4. Check the Payload: Verify the incoming data from the other system in the Logs tab to ensure the field information matches. This ensures the rule can be applied correctly.
Managing Multiple Rules
Order Matters
Think of the routing rules as a funnel. When a lead is created with this Webhook, it is checked against each rule in the order listed from top to bottom:
1. Sequential Checking: The lead hits the first rule. If it matches, the action is performed. If not, it moves to the next rule.
Ensure the most specific rules are placed higher in the order to prevent more general rules from capturing leads first.
2. Round-Robin Assignment: You can select multiple team members in the assignee field. Leads will be distributed in a round-robin manner among the selected team members.
3. Drag and Drop: Use the three dots on the left side of the routing rule to drag and drop rules into the correct order.
Catch-All Default Routing
If a lead does not match any of the custom routing rules, it will follow the default routing setup during the Webhook creation process. This ensures no leads are lost and are either directed to a specific Campaign, Pipeline, or simply added to your People tab.
Additional Tips
- Review and Adjust Routings Regularly: Periodically review your routing groups to ensure they align with your current lead management strategy.
- Test Your Routes: Before fully implementing, test your routing groups to confirm that leads are being directed correctly.
- Use Descriptive Names: When creating routing groups, use descriptive names to easily identify their purpose and conditions.
By customizing your webhook routing, you can streamline lead management and improve your team’s efficiency in handling incoming leads.
Note: To learn more about Integrations, click on the link below.
Integrations: General Overview