Follow Up Boss + Zenlist
Apply action plans to contacts in Follow Up Boss when new or updated client invitations occur in Zenlist
Streamline your client invitation and follow-up process with this handy workflow. Whenever there's a new or updated client invitation in Zenlist, it instantly applies an action plan to a contact in Follow Up Boss, ensuring no client interaction gets overlooked. This efficient automation makes your client engagement tasks more manageable and responsive, enhancing your ability to provide excellent service.
Streamline your client invitation and follow-up process with this handy workflow. Whenever there's a new or updated client invitation in Zenlist, it instantly applies an action plan to a contact in Follow Up Boss, ensuring no client interaction gets overlooked. This efficient automation makes your client engagement tasks more manageable and responsive, enhancing your ability to provide excellent service.
- When this happens...New and Updated Client Invitations
Triggers when a client invitation is created or updated in Zenlist.
- automatically do this!Apply an Action Plan to a Contact
Applies a selected action plan to 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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