FLG + Unbiased Pro + Filter by Zapier
FLG + Unbiased Pro + Filter by Zapier
FLG + Unbiased Pro integrations
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.
- When this happens...Enquiry Status ChangeTriggers 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 LeadCreates a new lead.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with these apps
Discover other triggers and actions you can use with Unbiased Pro, Filter by Zapier, and more
- Statuses
Try ItTriggerInstant- Metadata Field: Lead GroupRequired
- Metadata Field: Lead Type
Try ItTriggerInstant- Metadata Field: Lead GroupRequired
- Metadata Field: Lead Type
- Metadata Field: Status
Try ItTriggerInstant- Skip_test_msg
- Metadata Field: Lead GroupRequired
- Metadata Field: ReferenceRequired
- Metadata Field: Lead Type
- Metadata Field: Status
ActionWrite
- Only continue if...Required
ActionFilter- Metadata Field: Lead GroupRequired
- Metadata Field: Lead Type
- Metadata Field: Status
Try ItTriggerInstant- Skip_test_msg
- Metadata Field: Lead GroupRequired
- Metadata Field: Lead Type
- Metadata Field: Status
ActionWrite- 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.
ActionSearch
About FLG
A complete CRM platform focused on automated workflow to manage leads & control processes - nothing missed, no opportunity left behind.
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Zapier Forms
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.
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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.
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