Follow Up Boss + Zenlist

Follow Up Boss + Zenlist integrations

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.

When this happens...
New and Updated ClientsTriggers when a new or updated client is registered with Zenlist.
TriggerInstant
automatically do this!
Create TaskCreate a task for a contact.
ActionWrite

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More things you can do with Zenlist and Follow Up Boss

Discover other triggers and actions you can use with Zenlist and Follow Up Boss

New and Updated Agents
Triggers when a new or updated agent is registered with Zenlist.
Trigger
Instant
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New and Updated Clients
Triggers when a new or updated client is registered with Zenlist.
Trigger
Instant
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New Event
Triggers when a new event is registered with Zenlist.
Trigger
Instant
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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
Try It

- Stage name
Trigger
Instant
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- Contact Phone, Email, or ID
  Required
- Team Member(s)
Action
Write

- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
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 ID
  Required
- Message
  Required
- Subject
- Message is HTML
Action
Write
- Contact Phone, Email, or ID
  Required
- Phone Number
  Required
- Type
  Required
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or ID
  Required
- Team Member
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

New and Updated Chat Messages
Triggers when a new or updated chat message is registered with Zenlist.
Trigger
Instant
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New and Updated Client Invitations
Triggers when a client invitation is created or updated in Zenlist.
Trigger
Instant
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- Agent_email
  Required
- Client_email
  Required
- Client_first_name
  Required
- Client_last_name
  Required
- Client_phone
Action
Write
New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
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New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
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- Tag name
  Required
Trigger
Instant
Try It
- Contact Phone, Email, or ID
  Required
- Tag(s)
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Stage
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Pipeline
  Required
- Stage
  Required
- Team Member(s)
  Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Type
  Required
- Assigned To
  Required
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
Action
Write
- Event Type
  Required
- 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 ID
  Required
Action
Search

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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About Zenlist

Zenlist is an agent and client collaboration tool to find a home using the most powerful search available and including the best inventory available.

HelpHelp

Related categories

Productivity

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