1.Captures new contact
Integrate Follow Up Boss and CRM data tools to capture the new contact event and source fields for matching.
Add new buyer and seller contacts to marketing list
Automatically monitor new contact creation in Follow Up Boss and pass details across CRM enrichment and marketing audience tools. Create and update contacts when an email is present and not excludedβso you can add to the right marketing list, start nurturing, and route by owner without manual exports.
How this automation grows your marketing list faster
When new contacts appear in Follow Up Boss, manual exports and missed eligibility checks can delay nurturing. This automation captures new contact details, filters for valid records, and adds or updates Fello contactsβso your team scales email onboarding without extra work.
Follow Up Bossor swap with your favorite app
2.Screens contacts by criteria
Integrate Filter by Zapier and email validation tools to continue only when an email exists and records are not import or excluded.
Filter by Zapieror swap with your favorite app
3.Adds or updates contact
Integrate Fello and CRM contact mapping to add or update the marketing record, preserving owner and route fields.
Felloor swap with your favorite app
Automate your work, your way
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Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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