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Integrations: Lead Generation Sources

Jacob Boyle
  • Updated

Lead source integrations connect Bonzo with external lead generation services like Zillow, LendingTree, and others. These services funnel lead details—such as names, email addresses, and specific needs—into Bonzo through 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

  1. Navigate to the "Settings" menu in Bonzo.

     

    Settings Menu

  2. Go to "Custom Integrations".

    Custom Integrations

  3. Select the specific lead source you want to integrate, such as Lending Tree, Zillow, or Realtor.com.

  4. Submit your integration to the team.

    Submit Integration

Special Instructions for Complex Setups

If your setup requires specific configurations, such as routing leads to team members licensed in various states, include these details in the "Special Instructions" section during setup. This helps the Bonzo support team tailor the integration to meet your needs effectively.

 

Webhooks

Webhooks play a crucial role in lead generation integrations, acting as the bridge between Bonzo and external sources. When set up, Webhooks transport information—known as payloads—directly into your Bonzo account, ensuring accuracy and speed without manual effort.

Key Functions of Webhooks in Bonzo

  • Data Transfer: Webhooks automatically capture and convey data from lead gen sources into Bonzo, eliminating manual data entry and ensuring up-to-date, accurate information.
  • Routing Configuration: Customize routing within Webhooks to direct leads to the appropriate team members based on specific criteria such as geography or product interest.
  • Log Monitoring: Webhooks allow active monitoring of logs to verify successful lead transfer and troubleshoot any issues during the data transmission process.
  • Custom Field Routing: Webhooks enable custom connections for fields not automatically matched in Bonzo, ensuring all relevant data is captured and properly integrated, regardless of format.

Webhooks are managed by the Bonzo Integrations Team and can be accessed under the "Webhooks" tab in the "Settings" menu.

 

Handling Custom Fields and Duplicates

If the lead source sends data that does not match existing fields in Bonzo, you can create custom fields to accommodate this information. It's also essential to enable duplicate checking to prevent the same lead from being entered multiple times. This is done by configuring Bonzo to merge duplicates based on criteria such as email or phone number.

  1. Go to Settings.
  2. Navigate to Webhooks.
  3. Select the three dots next to the Webhook and click "Edit".
  4. Ensure the "Merge Duplicates" box is checked.
Merge Duplicates

Advanced Routing Options

Bonzo allows advanced routing configuration for teams with specific needs. Leads can be routed based on criteria such as geographical location or specific data to ensure they are assigned to the appropriate person. Integrations can also automatically place leads into specific campaigns or pipeline stages.

Note: To learn more about setting up custom routing, click the link below.
Webhook Routing

 

Troubleshooting

If you encounter issues such as leads not appearing in Bonzo, start by reviewing the Webhook logs. These logs can help identify mismatches or errors in data transmission.

  1. Navigate to Settings, then Webhooks.
  2. Select the three dots next to the Webhook and click Logs.
View Logs

Filtering Logs: Use filters to sort successful and failed logs for easier management.

Filtering Logs

Failed Logs: Focus on failed logs to identify and address issues. Each failed log provides a status code and a detailed error message, accessible by clicking on the "Details" link within the log entry.

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 for more efficient management.

Common Status Codes:

  • 200: SUCCESS - Data transferred and processed correctly.
  • 422: FAILURE - The server could not process the request, often due to missing contact information or unmerged duplicates.

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

 

Note: To learn more about Bonzo integrations, click on the link below.
Integrations: General Overview

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