Sphere + Zenlist
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.
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/People
This triggers when a people or contact has been added to Sphere.
- automatically do this!Create a Client Invitation
Allows the creation of a client invitation.
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Add New Contact/People
This triggers when a people or contact has been added to Sphere.
Try ItNew 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 It
SourceRequired
First NameRequired
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
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