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Follow Up Boss
CRM (Customer Relationship Management)
Google Contacts
Contact Management, Google
Google Sheets
Google, Spreadsheets
Follow Up Boss
CRM (Customer Relationship Management)
Google Contacts
Contact Management, Google
Google Sheets
Google, Spreadsheets
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Contact
Triggers when a new contact is created.
Try ItTriggerInstant - New Deal Type
Triggers when a new deal type is created.
Try ItTriggerPolling - New Team Member
Triggers when a new team member is created
Try ItTriggerPolling - ContactRequired
- Deal TypeRequired
- Deal Stage
- Agent
- Address (Full)
- Street
- Street 2
- City
- State
- Zip
ActionWrite
- New Deal
Triggers when a new deal is created.
Try ItTriggerInstant - New Stage
Triggers when a new stage is created
Try ItTriggerPolling - First NameRequired
- Last NameRequired
- EmailRequired
- Phone
- Address - Street
- Address - Street 2
- Address - City
- Address - State
- Address - Zip
- Lead Source
- Note
- Tags
ActionWrite- EmailRequired
ActionSearch
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