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Follow Up Boss
CRM (Customer Relationship Management)
Facebook Lead Ads (for Business admins)
Ads & Conversion
Mailchimp
Marketing Automation
Verse
Sales & CRM
Twilio
Phone & SMS
kvCORE
CRM (Customer Relationship Management)
Mailparser
Email
Listings To Leads
Ads & Conversion
HubSpot
Marketing Automation
Follow Up Boss
CRM (Customer Relationship Management)
Facebook Lead Ads (for Business admins)
Ads & Conversion
Mailchimp
Marketing Automation
Verse
Sales & CRM
Twilio
Phone & SMS
kvCORE
CRM (Customer Relationship Management)
Follow Up Boss
CRM (Customer Relationship Management)
Facebook Lead Ads (for Business admins)
Ads & Conversion
Mailchimp
Marketing Automation
Verse
Sales & CRM
Twilio
Phone & SMS
kvCORE
CRM (Customer Relationship Management)
Mailparser
Email
Listings To Leads
Ads & Conversion
HubSpot
Marketing Automation
Join millions worldwide who automate their work using Zapier
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 Lead
Triggers when a new lead is created.
Try ItTriggerInstant - Email
- First Name
- Last Name
- Full Name
- Primary Phone Number
- Mobile Phone
- Home Phone
- Associated Website
- Company
- Password
- Street Address
- Address Line 2
- City
- State
- Zip Code
- Agent's Buying Buddy Referral ID
- Assistant's Buying Buddy Referral ID
- Loan Officer's Buying Buddy Referral ID
- Other Role's Buying Buddy Referral ID
- Round Robin?
- Sales Step
- Forecast Close Date
- Forecast Revenue
- Forecast Notes
- Source Page URL
- Marketing Campaign Reference
- Inquiry / Task Subject Reference
- Inquiry / Task Details
- Inquiry / Task Status
- Task Due (In Days)
- Notes
- Comments
- Lead Star Rating
- Category ID
- HashTags
- Buyer Status
- Mortgage Status
- Agent Agreement
- Only Process if Existing Lead
- Send Welcome Email?
- Send Additional Email ID
- Attach Campaign to New Lead
- Attach Drip Campaign to Existing
- Saved Search
- Saved Search Frequency
- Saved Search End Date
- Duration of Alert
- Saved Search Criteria
ActionWrite
- Existing Lead's Email AddressRequired
- Agent / User Email AddressRequired
- Email SubjectRequired
- Email BodyRequired
ActionWrite- Existing Lead's Email AddressRequired
- Email Address of the agent adding the note
- Note TextRequired
ActionWrite
Buying Buddy Help & Support
Common questions
Related categories