Auto follow-up emails (Day 3 nudge) are sent from:

⚠️ Gmail isn't connected - the Day-3 email nudge will be skipped (SMS still sends). Connect Gmail above or switch to Resend.

✓ Preference saved

Your email signature - added to auto follow-up emails (Gmail API sends don't auto-attach your Gmail signature). Paste or drop a signature and Ezra will remove empty table rows, odd spacing, and rich-text artifacts. Images require a hosted image URL and are not imported from screenshots.

Format: [{"name":"Client Name","text":"Review text","rating":5}]

🔗 Client Quote Link

🔗 URL Shortener

🔄 Native GHL Sync BETA

This prompt shapes how the AI generates sales strategies. The default prompt is tailored for HELOC - only override if you need a specific approach.

Upload a lender rate sheet and Ezra will auto-fill rates based on FICO, CLTV, term, and origination fee.

⬇️ INBOUND - Your Webhook URL (give this to CRMs)

External services (Bonzo, Zapier, etc.) will POST lead data to this URL. Each source gets a unique endpoint.

Each URL includes a unique security token. If compromised, regenerate it (all CRM webhook URLs must be updated).

🔗 Your Carbon HELOC Webhook URLs

Paste these into Bonzo, GHL, and your lead sources. Each URL is unique to your account & subscription - leads land in your Carbon HELOC pipeline only. ?If a URL stops working, contact support - we can issue a temporary direct URL while we troubleshoot.

📧 Gmail (Direct Send via OAuth)

Connect your Gmail account to create editable quote drafts and send quote emails directly - no clipboard paste needed. Uses Google OAuth; your password is never stored.

Requires Gmail or Google Workspace account. Only creates drafts or sends quote emails when you request it - we never read your inbox. Review our Google API disclosure. Authorized redirect URI: https://heloc.aboveallcrm.com/gmail-oauth-callback.html.

Bonzo Connected

Saves the token, verifies the signed-in Bonzo user, and imports only prospects assigned to that user. Existing leads are updated without creating duplicates.

In Bonzo: Account Settings → Event Hooks → Add hook. Paste this URL, select the events you want Above All to receive, then copy Bonzo's x-bonzo-code into the Security Code field above. Recommended events: Prospect created, Prospect updated, Campaign switched, and Pipeline stage switched.

If Event Hooks are hidden for your team role, use the restricted-role callback below and run Sync Bonzo once to import existing accessible prospects. Ask your Bonzo account admin for Event Hook access when available. Do not paste this URL into Bonzo → Webhooks. Bonzo Webhooks send outside leads into Bonzo and do not replace Event Hooks; their Advanced callback can notify Above All about leads created through that webhook.

Bonzo Action Buttons are optional shortcuts, not account authentication. Quick Connect still requires the scoped API token and verifies your Bonzo identity. Never put an API token, Event Hook secret, security code, or reusable account token in an Action Button URL.

In Bonzo: Settings → Webhooks → Add webhook. Create the webhook, then paste the Bonzo-generated URL here. Above All stores it for an explicit lead-push workflow and never posts to it automatically.

🔵 Follow Up Boss (Optional)

No webhook activity yet.