Jacob Boyle
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Articles
Recent activity by Jacob Boyle-
Integration Requests
Integrations requests allow team leads to request specific integrations between Bonzo and various third-party platforms. This feature provides flexibility to connect Bonzo with tools that enhance y...
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Conversations Tab
The Conversation tab in Bonzo is designed to streamline your communication with contacts by centralizing all interactions in one place. This tab allows you to view and manage your latest conversati...
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Spark: AI Generated Campaigns & Event Messages
Bonzo Spark enhances your experience on our platform by integrating AI technology into key actions. With Spark, you can generate customized AI-driven campaigns and event messages with specific goal...
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Tokens: General Overview
Discover how tokens, our internal digital currency, can expand your outreach and control your costs. Explore key features, team token allocation strategies, and budget management through your billi...
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People: General Overview
In the People tab, you have the tools to efficiently label, organize, and access these contacts, empowering you to take decisive action based on your business needs. This section of Bonzo offers es...
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Admin: General Overview
In Bonzo, the Admin (SuperUser) seat is defined as an elevated administrative position that provides comprehensive oversight and management capabilities across multiple teams within the organizatio...
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Integrations: Lead Generation Sources
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 n...
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Integrations: General Overview
Integrations in Bonzo enhance your efficiency and communication by connecting with various external systems. This article provides an overview of key integrations, including LOS integrations, lead ...
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Company Settings
Team Leads in Bonzo have the ability to access and manage Company Settings, allowing them to set up specific rules and functionalities for their team. These settings include managing roles, users, ...
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Webhook Routing
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...