Follow Up Boss + Zenlist
Add new and updated clients from Zenlist to Follow Up Boss as collaborators
Keep your collaboration game strong with this automation. When there are new or updated clients in Zenlist, this workflow will instantly add them as collaborators in Follow Up Boss. This ensures your team consistently stays in the loop about client updates, enhancing your customer relationship management. With this automation, not only will you save time, but you will also effectively maintain a seamless relationship with your clients.
Keep your collaboration game strong with this automation. When there are new or updated clients in Zenlist, this workflow will instantly add them as collaborators in Follow Up Boss. This ensures your team consistently stays in the loop about client updates, enhancing your customer relationship management. With this automation, not only will you save time, but you will also effectively maintain a seamless relationship with your clients.
- When this happens...New and Updated Clients
Triggers when a new or updated client is registered with Zenlist.
- automatically do this!Add Collaborators
Adds selected users as collaborated on a given 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
