Integrate BONZO with Retently

Trigger NPS/CSAT surveys when prospects move between stages or complete campaigns, sync prospect data with Retently to maintain updated customer profiles, and use survey feedback to refine prospect management strategies.

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About BONZO

Bonzo provides tools for managing prospects and their campaigns, allowing users to create, update, and move prospects between different stages and campaigns.

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BONZO to Retently

1

Get General People

Triggers when a new prospect is created in your account.
2

Get People From Campaigns

Triggers when a new person is created in a campaign.
3

Get People From Pipeline Stage

Triggers when a new person is added to a pipeline stage.
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Retently to BONZO

1

Create Prospect in Campaign

Creates a prospect in a campaign.
2

Move Prospect to Campaign

Moves a prospect to a campaign.
3

Update Prospect

Updates a prospect.
4

Create Prospect in Pipeline Stage

Creates a prospect in a pipeline stage.
5

Change Prospects Assignee

Changes the assignee of a prospect.
6

Move Prospect to Pipeline Stage

Moves a prospect to a pipeline stage.
7

Find Prospect

Finds a prospect based on email or phone.

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