Follow Up Boss + Zenler

Create new Zenler users from new Follow Up Boss contacts

Effortlessly manage your new contacts from Follow Up Boss by creating corresponding users in Zenler. With this automation, every time a new contact is added in Follow Up Boss, a user will be created in Zenler, streamlining your contact and user management process. Save time and ensure consistency across your platforms with this seamless workflow.

When this happens...
New Contact
Fires when a new contact is created in Follow Up Boss.
TriggerInstant
automatically do this!
Create User
Creates a new user in your Zenler site.
ActionWrite

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Supported triggers and actions

New Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
Instant
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- Pipeline name
- Stage name
Trigger
Instant
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- Stage name
Trigger
Instant
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- Contact Phone, Email, or IDRequired
- Team Member(s)
Action
Write
- Contact Phone, Email, or IDRequired
- Action PlanRequired
Action
Write

- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
Action
Write
- Contact Phone, Email, or IDRequired
- MessageRequired
- Subject
- Message is HTML
Action
Write

- Contact Phone, Email, or IDRequired
- Phone NumberRequired
- TypeRequired
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or IDRequired
- Team MemberRequired
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Course Complete
Triggers when a student completes a course.
Trigger
Instant
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New Live Class Registration
Triggers when a student registers zenler live class.
Trigger
Instant
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New Sale
Triggers when a student enrolls in a course regardless of whether it's a free or a paid course.
Trigger
Instant
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New Funnel Subscription
Triggers when a user subscribes to a funnel
Trigger
Instant
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- CourseRequired
- Plan
- First NameRequired
- Last Name
- EmailRequired
- Tag
Action
Write
- Live WebinarRequired
- Schedule
- First NameRequired
- Last Name
- EmailRequired
- Address
- City
- State
- Zip Code
- Phone
- Tag
Action
Write
- FunnelRequired
- First NameRequired
- Last Name
- EmailRequired
- Address
- City
- State
- Zip Code
- Phone
- Tag
Action
Write

New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
Try It
New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
Try It
- Tag nameRequired
Trigger
Instant
Try It
- Contact Phone, Email, or IDRequired
- Tag(s)Required
Action
Write
- Contact Phone, Email, or IDRequired
- StageRequired
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- PipelineRequired
- StageRequired
- Team Member(s)Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- TypeRequired
- Assigned ToRequired
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or IDRequired
- Action PlanRequired
Action
Write
- Event TypeRequired
- Message
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
- Street Address
- City
- State/Province
- Zip/Postal Code
- MLS Number
- Price
- Is for Rent?
- URL
- Type
- Bedrooms
- Bathrooms
- Area
- Lot Size
- Source
- Medium
- Term
- Content
- Campaign
Action
Write
- Contact Phone, Email, or IDRequired
Action
Search
Lesson Complete
Triggers when a student completes a lesson in a course.
Trigger
Instant
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New Live Interactive Webinar Registration
Triggers when a user registers zenler live interactive webinars.
Trigger
Instant
Try It
New User
Triggers when a new user signs up on the site.
Trigger
Instant
Try It
- First NameRequired
- Last Name
- EmailRequired
- Role
- Tag
Action
Write
- Live ClassRequired
- Schedule
- NameRequired
- EmailRequired
- Tag
Action
Write
- Live WebinarRequired
- Schedule
- First NameRequired
- Last Name
- EmailRequired
- Address
- City
- State
- Zip Code
- Phone
- Tag
Action
Write
- CourseRequired
- NameRequired
- EmailRequired
- Tag
Action
Write

About Follow Up Boss

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.

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