Create tasks in Follow Up Boss for new and updated chat messages in Zenlist
Keep track of your conversations in Zenlist and respond quickly by transforming them into tasks in Follow Up Boss. With this workflow, each new or updated chat message in Zenlist creates a corresponding task in Follow Up Boss. It's a seamless process that ensures no important conversation slips through the cracks, powering up your productivity and response times. Say goodbye to manual entry and streamline communication across platforms.
Keep track of your conversations in Zenlist and respond quickly by transforming them into tasks in Follow Up Boss. With this workflow, each new or updated chat message in Zenlist creates a corresponding task in Follow Up Boss. It's a seamless process that ensures no important conversation slips through the cracks, powering up your productivity and response times. Say goodbye to manual entry and streamline communication across platforms.
- When this happens...New and Updated Chat Messages
Triggers when a new or updated chat message 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.
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