Change contact stages in Follow Up Boss with new events in Zenlist
Looking for an easier way to track your contacts' updates? This Zap can help. Once it's 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, this integration will automatically update the client's stage in Follow Up Boss..
Looking for an easier way to track your contacts' updates? This Zap can help. Once it's 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, this integration will automatically update the client's stage in Follow Up Boss..
- When this happens...New Event
Triggers when a new event is registered with Zenlist.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this...Find a Contact
Search for a contact by email, phone number, or Follow Up Boss ID.
- then do this!Change Stage of a Contact
Changes the stage of an existing 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 ItOnly continue if...Required
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 Appointment
Fires when a new appointment is created in Follow Up Boss.
Try It