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Follow Up Boss
CRM (Customer Relationship Management)
kvCORE
CRM (Customer Relationship Management)
Lofty
CRM (Customer Relationship Management)
Follow Up Boss
CRM (Customer Relationship Management)
kvCORE
CRM (Customer Relationship Management)
Lofty
CRM (Customer Relationship Management)
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Launch your first automated workflow
Create or update contacts in Follow Up Boss without triggering action plans from new and updated Zenlist invitations
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New and Updated Agents
Triggers when a new or updated agent is registered with Zenlist.
Try ItTriggerInstant - New and Updated Clients
Triggers when a new or updated client is registered with Zenlist.
Try ItTriggerInstant - New Event
Triggers when a new event is registered with Zenlist.
Try ItTriggerInstant
- New and Updated Chat Messages
Triggers when a new or updated chat message is registered with Zenlist.
Try ItTriggerInstant - New and Updated Client Invitations
Triggers when a client invitation is created or updated in Zenlist.
Try ItTriggerInstant - Agent_emailRequired
- Client_emailRequired
- Client_first_nameRequired
- Client_last_nameRequired
- Client_phone
ActionWrite
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