Follow Up Boss + Zenlist
Create tasks in Follow Up Boss for new and updated clients in Zenlist
Stay on top of your client updates with this efficient workflow. When new or updated clients are added in the Zenlist app, a task will be created in the Follow Up Boss app, ensuring you never miss a beat. This seamless integration helps streamline your workload, allowing you to focus on building stronger client relationships.
Stay on top of your client updates with this efficient workflow. When new or updated clients are added in the Zenlist app, a task will be created in the Follow Up Boss app, ensuring you never miss a beat. This seamless integration helps streamline your workload, allowing you to focus on building stronger client relationships.
- When this happens...New and Updated Clients
Triggers when a new or updated client is registered with Zenlist.
- automatically do this!Create Task
Create a task for a contact.
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New and Updated Agents
Triggers when a new or updated agent is registered with Zenlist.
Try ItNew and Updated Clients
Triggers when a new or updated client is registered with Zenlist.
Try ItNew Event
Triggers when a new event is registered with Zenlist.
Try ItNew Appointment
Fires when a new appointment is created in Follow Up Boss.
Try It
New and Updated Chat Messages
Triggers when a new or updated chat message is registered with Zenlist.
Try ItNew and Updated Client Invitations
Triggers when a client invitation is created or updated in Zenlist.
Try ItAgent EmailRequired
Client EmailRequired
Client First NameRequired
Client Last NameRequired
Client Phone
New Deal
Fires when a new deal is created in Follow Up Boss.
Try It
