1.Detect new contact created
Integrate Follow Up Boss and lead capture tools to detect a new contact created event to start the nurture delay flow.
Add nurture tag to new contacts without assignment
Automatically watch new contact created in Follow Up Boss across nurture and lead pool rules. Add a nurture tag after a 30-day delay when a contact has no assigned owner or falls outside the target pool—so you can protect follow-up queueing, prioritize agents, and route qualified nurture without manual reporting.
How this automation prioritizes your nurture queue
When a new contact is created without an assigned owner, delayed outreach can cause missed nurture momentum. This automation waits, looks up and filters the contact, and adds a nurture tag—so your team can prioritize follow-up without manual triage.
Follow Up Bossor swap with your favorite app
2.Wait for 30 days before evaluating
Integrate Delay by Zapier and scheduling tools to wait 30 days before evaluating the contact for nurture tagging.
Delay by Zapieror swap with your favorite app
3.Find contact by ID or email
Integrate Follow Up Boss and contact matching tools to find the correct contact record by ID or email.
4.Continue only for qualifying owners
Integrate Filter by Zapier and lead pool rules to continue only when the assigned owner matches a configured pool.
Filter by Zapieror swap with your favorite app
5.Add nurture tag to contact
Integrate Follow Up Boss and tagging tools to add the configured nurture tag to place the contact into the nurture queue.
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Step 1
Connect your tools
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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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