Manage new and updated Zenlist client invitations by creating new inquiries or website events in Follow Up Boss
Whenever there's a new or updated client invitation in Zenlist, this workflow ensures that a new inquiry or website event is seamlessly created in Follow Up Boss. It helps real estate agents to keep track of their client communications and follow-ups promptly. This automation increases efficiency and enables agents to respond more quickly to client interactions.
Whenever there's a new or updated client invitation in Zenlist, this workflow ensures that a new inquiry or website event is seamlessly created in Follow Up Boss. It helps real estate agents to keep track of their client communications and follow-ups promptly. This automation increases efficiency and enables agents to respond more quickly to client interactions.
- When this happens...New and Updated Client Invitations
Triggers when a client invitation is created or updated in Zenlist.
- automatically do this!New Inquiry or Website Event
Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.
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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