Integrations: Push to Bonzo

Integrating Bonzo with MMI can significantly enhance your workflow and data management. Once the connection is established, with the click of a button, you will be able to push realtors and loan officers into Bonzo for outreach. 

In Bonzo 

1. To get started, navigate to the settings menu in the upper left-hand corner of your screen. Scroll down to "Integrations" and click on "Webhooks." You'll see any previously created webhooks and their statuses. To create a new webhook, click on the "Add Webhook" button.
   
   

   
   
   
   

2. First, name your webhook with a clear purpose. You can push real estate agents or loan officers directly into a campaign or pipeline stage that you have built inside Bonzo. If these fields are left blank, the lead will be pushed into your People tab, and you can manually move them from there. Note that these fields can be updated after the integration is created.
   
   

   

   You can also establish more specific routing groups and conditions. 
   
   

3. Choose MMI as the integration type. For settings, we recommend selecting the option to merge duplicates. This ensures that if you already have MMI contacts in your Bonzo database, the system won't create duplicate contacts.

   

   To update existing MMI data on a contact record, you will still need to manually push the data from MMI into Bonzo; the integration doesn't update the data automatically.
   
   

4. After configuring these settings, click "Create" to establish the webhook. You will now see the newly created webhook listed with a URL link in your webhooks tab.
   
   

   

5. Copy the webhook URL by clicking the page icon, then log in to your MMI account. 

 
In MMI 

1. 1. In the MMI dashboard, navigate to the "Account Settings" found in the top right of your dashboard. 
      
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2. Click on the Webhooks dropdown to reveal the field for the "CRM Push URL." 
   
   
   
   

3. Paste the Webhook link copied from Bonzo into that field and then click the button below "Save Webhook." 
   
   
   
   

4. You will know the integration is live when you see the Bonzo logo next to the name in a realtor or loan officer’s profile in MMI This indicates that the webhook is successfully connected between the two platforms.
   
   
   Specific info was redacted from this account record to protect the integrity of the agent. 
   
   

5. Clicking the Bonzo button brings up a details screen where you can review and edit the contact details before selecting "Send CRM Push" to bring them into Bonzo.
   
    
   
   Specific info was redacted from this account record to protect the integrity of the agent. Note that an email and phone number are required to push a contact from MMI into Bonzo.