Sphere + Zenlist

Sphere + Zenlist integrations

Create Zenlist client invitations for new Sphere contacts/people

Streamline your client management process with this workflow. When a new contact is added in Sphere, you can seamlessly extend an invitation to them in Zenlist. This way, building out your Zenlist client base becomes an effortless task, saving you time and reducing manual data entry. This automation ensures your sphere of influence seamlessly translates into actionable connections in Zenlist.

When this happens...
Add New Contact/PeopleThis triggers when a people or contact has been added to Sphere.
TriggerPolling
automatically do this!
Create a Client InvitationAllows the creation of a client invitation.
ActionWrite

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More things you can do with Sphere and Zenlist

Discover other triggers and actions you can use with Sphere and Zenlist

Add New Contact/People
This triggers when a people or contact has been added to Sphere.
Trigger
Polling
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New and Updated Agents
Triggers when a new or updated agent is registered with Zenlist.
Trigger
Instant
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New and Updated Clients
Triggers when a new or updated client is registered with Zenlist.
Trigger
Instant
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New Event
Triggers when a new event is registered with Zenlist.
Trigger
Instant
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- Source
  Required
- First Name
  Required
- Last Name
- Email
- Phone
- Home Address Line1
- Home Address Line 2
- Unit #
- Home City
- Home State
- Home Country
- Home Zipcode
- Birthday
- House Anniversary
- Company Name
- Work Address Line1
- Work Addresss Line2
- Work City
- Work Country
- Work State
- Work Zipcode
- Other Address Line1
- Other Address Line2
- Other city
- Other Country
- Other State
- Other Zipcode
- Work Phone
- Mobile Phone
Action
Write
New and Updated Chat Messages
Triggers when a new or updated chat message is registered with Zenlist.
Trigger
Instant
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New and Updated Client Invitations
Triggers when a client invitation is created or updated in Zenlist.
Trigger
Instant
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- Agent_email
  Required
- Client_email
  Required
- Client_first_name
  Required
- Client_last_name
  Required
- Client_phone
Action
Write

About Sphere

Sphere is a lifechanging tool for Agents and Teams to manage every aspect of all transactions, To Do lists, contacts, and deadlines.

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Related categories

Contact Management

About Zenlist

Zenlist is an agent and client collaboration tool to find a home using the most powerful search available and including the best inventory available.

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Related categories

Productivity