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Follow Up Boss + Zenlist + Filter by Zapier

Generate notes in Follow Up Boss with new events in Zenlist

Once this Zap is active, when a client in Zenlist takes an important action such as saving a listing, requesting a tour, saving a search, or writing a note on a listing, a note will be automatically made in the client's profile in Follow Up Boss. Keep track of client updates without the need for manual data entry.

Once this Zap is active, when a client in Zenlist takes an important action such as saving a listing, requesting a tour, saving a search, or writing a note on a listing, a note will be automatically made in the client's profile in Follow Up Boss. Keep track of client updates without the need for manual data entry.

  1. When this happens...
    ZenlistZenlist
    New Event

    Triggers when a new event is registered with Zenlist.

    TriggerInstant
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this...
    Follow Up BossFollow Up Boss
    Find a Contact

    Search for a contact by email, phone number, or Follow Up Boss ID.

    ActionSearch
  4. then do this!
    Follow Up BossFollow Up Boss
    Create Note

    Creates a note on a contact

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Zenlist triggers, actions, and search

    New and Updated Chat Messages

    Triggers when a new or updated chat message is registered with Zenlist.

    Trigger
    Instant
    Try It
  • Zenlist triggers, actions, and search

    New and Updated Client Invitations

    Triggers when a client invitation is created or updated in Zenlist.

    Trigger
    Instant
    Try It
    • Agent EmailRequired

    • Client EmailRequired

    • Client First NameRequired

    • Client Last NameRequired

    • Client Phone

    Action
    Write
  • Follow Up Boss triggers, actions, and search

    New Appointment

    Fires when a new appointment is created in Follow Up Boss.

    Trigger
    Instant
    Try It
follow-up-boss logo
follow-up-boss logo

About Follow Up Boss

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
zenlist logo
zenlist logo

About Zenlist

Zenlist is an agent and client collaboration tool to find a home using the most powerful search available and including the best inventory available.

Related categories

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filter logo

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Related categories