Follow Up Boss + Zenlist + Filter by Zapier
Create or update contacts in Follow Up Boss without triggering action plans from new and updated Zenlist invitations
Set up this Zap to skip the tedious hassle of duplicate data entry. Whenever you invite a client in Zenlist, a new person will be automatically created in Follow Up Boss with a note showing that you invited them. If the client already exists in Follow Up Boss (based on a name, email, or phone number match), then any additional contact information that doesn't already exist in Follow Up Boss will be added to them (no new person created).
Set up this Zap to skip the tedious hassle of duplicate data entry. Whenever you invite a client in Zenlist, a new person will be automatically created in Follow Up Boss with a note showing that you invited them. If the client already exists in Follow Up Boss (based on a name, email, or phone number match), then any additional contact information that doesn't already exist in Follow Up Boss will be added to them (no new person created).
- When this happens...New and Updated Client Invitations
Triggers when a client invitation is created or updated in Zenlist.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Create or Update Contact Without Triggering Action Plans
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
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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
