Follow Up Boss + Zenlist + Filter by Zapier
Change contact stages in Follow Up Boss for new and updated Zenlist client invitations
When a client accepts an invite in Zenlist, effortlessly update that person's stage in Follow Up Boss. This integration makes that possible, automatically changing the status of a specified contact in Follow Up Boss for each new and updated Zenlist client invitation.
When a client accepts an invite in Zenlist, effortlessly update that person's stage in Follow Up Boss. This integration makes that possible, automatically changing the status of a specified contact in Follow Up Boss for each new and updated Zenlist client invitation.
- When this happens...New and Updated Client Invitations
Triggers when a client invitation is created or updated in 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.
- Free forever for core features
- 14 day trial for premium features & apps
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
