Follow Up Boss + Zenlist + Filter by Zapier
Apply action plans to Follow Up Boss contacts for new tour requests in Zenlist
When a client requests a new tour on a Zenlist listing, this integration will apply an action plan to that person in Follow Up Boss. When you set up this template, edit the "action" section to select which action plan in Follow Up Boss you'd like applied. You could apply an action plan that would send an email to the client asking when they're available to see it or create a series of tasks for your team to complete.
When a client requests a new tour on a Zenlist listing, this integration will apply an action plan to that person in Follow Up Boss. When you set up this template, edit the "action" section to select which action plan in Follow Up Boss you'd like applied. You could apply an action plan that would send an email to the client asking when they're available to see it or create a series of tasks for your team to complete.
- 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!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 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
