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Google Sheets
Google, Spreadsheets
Follow Up Boss
CRM (Customer Relationship Management)
LeadConnector
Marketing Automation
Google Sheets
Google, Spreadsheets
Follow Up Boss
CRM (Customer Relationship Management)
LeadConnector
Marketing Automation
Join millions worldwide who automate their work using Zapier
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New AI Status
Triggers when AI status of the contact is changed.
Try ItTriggerInstant - Time Duration (minutes)
Try ItTriggerPolling- New or Updated Meeting Note
Triggers when you add or update a meeting note.
Try ItTriggerInstant - New or Updated Transaction
Triggers when you add or update a transaction.
Try ItTriggerInstant
- Time Duration (minutes)
Try ItTriggerPolling- New Conversation
Triggers when the conversation is added.
Try ItTriggerInstant - Time Duration (minutes)
Try ItTriggerPolling- First NameRequired
- Last Name
- Spouse Name
- Email
- Profession
- Birthday
- Phone
- Family Profile
- Relationship Status
- Referral Source
- Current Address Or Neighborhood
- Target Area Or Neighborhood
- Buyer Or Seller
- Goal
- Target Price
- Client Profile
- Notes
- Local
- Preferred Communication Style
- Alt Phone
- Spouse Email
- Spouse Phone
- Alt Email
- Group
- Sphere Multi Select
- Kids
- Property Address
- Property City
- Property State
- Property Zip
- Label
- Sphere
- Special Wants And Needs
- Bedroom
- Bathroom
- Referral
- Lender
- Spouse Birthday
- Wedding Anniversary
- Company
- Other Date
- Kid Name 1
- Kid Birthday 1
- Kid Phone 1
- Kid Name 2
- Kid Birthday 2
- Kid Phone 2
- Kid Name 3
- Kid Birthday 3
- Kid Phone 3
- Kid Name 4
- Kid Birthday 4
- Kid Phone 4
- Kid Name 5
- Kid Birthday 5
- Kid Phone 5
- Contact Owner Email
ActionWrite
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