Follow Up Boss + Zenlist
Find contacts and update their stages in Follow Up Boss for new Zenlist clients
When a new client activates their Zenlist account, this integration will update that person's stage in Follow Up Boss. When you set up this template, edit the "action" section to include the stage you want the client updated to in Follow Up Boss.
When a new client activates their Zenlist account, this integration will update that person's stage in Follow Up Boss. When you set up this template, edit the "action" section to include the stage you want the client updated to in Follow Up Boss.
- When this happens...New and Updated Clients
Triggers when a new or updated client is registered with Zenlist.
- automatically 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 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
