Follow Up Boss + Zenlist
Create tasks in Follow Up Boss for new events in Zenlist
Turn every new event in Zenlist into a task in Follow Up Boss with this convenient workflow. It initiates when a fresh event happens in your Zenlist application and instantly creates a corresponding task in Follow Up Boss. Such an automatic process helps you stay organized, ensuring no event slips through the cracks. Perfect for streamlining event management and enhancing productivity.
Turn every new event in Zenlist into a task in Follow Up Boss with this convenient workflow. It initiates when a fresh event happens in your Zenlist application and instantly creates a corresponding task in Follow Up Boss. Such an automatic process helps you stay organized, ensuring no event slips through the cracks. Perfect for streamlining event management and enhancing productivity.
- When this happens...New Event
Triggers when a new event 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.
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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.
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