FLG + Unbiased Pro + Filter by Zapier
Create FLG leads from new Unbiased Pro enquiries
With this integration, every time you receive a new Unbiased Pro enquiry and it's either accepted, rejected, expires, or becomes unavailable, a lead will be created in FLG.
With this integration, every time you receive a new Unbiased Pro enquiry and it's either accepted, rejected, expires, or becomes unavailable, a lead will be created in FLG.
- When this happens...Enquiry Status Change
Triggers when status of an enquiry is changed.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Create Lead
Creates a new lead.
- Free forever for core features
- 14 day trial for premium features & apps
Statuses
Try ItMetadata Field: Lead GroupRequired
Metadata Field: Lead Type
Try ItMetadata Field: Lead GroupRequired
Metadata Field: Lead Type
Metadata Field: Status
Try ItSkip Test Msg
Metadata Field: Lead GroupRequired
Metadata Field: ReferenceRequired
Metadata Field: Lead Type
Metadata Field: Status
Only continue if...Required
Metadata Field: Lead GroupRequired
Metadata Field: Lead Type
Metadata Field: Status
Try ItSkip Test Msg
Metadata Field: Lead GroupRequired
Metadata Field: Lead Type
Metadata Field: Status
Metadata Field: Reference
Standard Field: First Name
Standard Field: Last Name
Metadata Field: Company Name
Standard Field: Email
Standard Field: Telephone No.
Standard Field: Address Line 1
Standard Field: Postcode
Metadata Field: Date Created - Start.
Metadata Field: Date Created - End.
About FLG
A complete CRM platform focused on automated workflow to manage leads & control processes - nothing missed, no opportunity left behind.
Related categories
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About Unbiased Pro
Unbiased Pro is a UK growth platform for financial advisers, mortgage brokers, and accountants.
Related categories
About Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.