Follow Up Boss + Zenlist
Create or update Follow Up Boss contacts when new Zenlist events occur
Stay on top of your changing priorities effectively with this handy workflow. As soon as an event unfolds in Zenlist, the workflow springs into action, swiftly creating or updating a contact in your Follow Up Boss without setting off any action plans. It's a streamlined way to boost productivity, eliminate manual data entry, and ensure your contact list is always up to date.
Stay on top of your changing priorities effectively with this handy workflow. As soon as an event unfolds in Zenlist, the workflow springs into action, swiftly creating or updating a contact in your Follow Up Boss without setting off any action plans. It's a streamlined way to boost productivity, eliminate manual data entry, and ensure your contact list is always up to date.
- When this happens...New Event
Triggers when a new event is registered with Zenlist.
- automatically do this!Create or Update Contact Without Triggering Action Plans
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
- Free forever for core features
- 14 day trial for premium features & apps
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
