Follow Up Boss + Zenlist + Filter by Zapier
Generate notes in Follow Up Boss with new events in Zenlist
Once this Zap is active, when a client in Zenlist takes an important action such as saving a listing, requesting a tour, saving a search, or writing a note on a listing, a note will be automatically made in the client's profile in Follow Up Boss. Keep track of client updates without the need for manual data entry.
Once this Zap is active, when a client in Zenlist takes an important action such as saving a listing, requesting a tour, saving a search, or writing a note on a listing, a note will be automatically made in the client's profile in Follow Up Boss. Keep track of client updates without the need for manual data entry.
- When this happens...New Event
Triggers when a new event is registered with Zenlist.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this...Find a Contact
Search for a contact by email, phone number, or Follow Up Boss ID.
- then do this!Create Note
Creates a note on a contact
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New 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 ItOnly continue if...Required
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
New Appointment
Fires when a new appointment is created in Follow Up Boss.
Try It
