1.Monitors consent tag added
Integrate Follow Up Boss and consent tags to detect tag added to contact and trigger downstream consent updates.
Update contact TCPA consent status for lead records
Automatically monitor consent tag updates across Follow Up Boss and Webhooks by Zapier. Create and update when consent tag matches criteria, TCPA permission value validates, or the audit note savesβso you can update contact TCPA status, create compliance notes, and log consent changes without manual auditing.
How this automation preserves your consent records
When a consent tag is added but TCPA status stays outdated, compliance risk increases and brokers cannot rely on current permissions. This automation filters qualifying tags, updates your CRM contact consent fields, and creates a compliance noteβso your team can keep audit-ready records.
Follow Up Bossor swap with your favorite app
2.Checks qualifying consent tag
Integrate Filter by Zapier and consent tag rules to continue only for qualifying records by checking the configured consent tag.
Filter by Zapieror swap with your favorite app
3.Updates CRM consent fields
Integrate Webhooks by Zapier and CRM endpoints to PUT update your CRM contact and map TCPA consent values to the custom field.
Webhooks by Zapieror swap with your favorite app
4.Creates compliance note
Integrate Follow Up Boss and audit notes to create a note on the same contact and store a short consent summary.
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Strengthen consent management with automated preference capture, record updates, and compliance alerts
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