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Set up your first integration
Quickly connect Follow Up Boss to Zenlist with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Follow Up Boss with Zenlist - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Appointment" from Follow Up Boss.
Add your action
An action happens after the trigger—such as "Create a Client Invitation" in Zenlist.
You’re connected!
Zapier seamlessly connects Follow Up Boss and Zenlist, automating your workflow.
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 Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItTriggerInstant - Pipeline name
- Stage name
Try ItTriggerInstant- Stage name
Try ItTriggerInstant- Contact Phone, Email, or IDRequired
- Team Member(s)
ActionWrite
- New Deal
Fires when a new deal is created in Follow Up Boss.
Try ItTriggerInstant - New Contact
Fires when a new contact is created in Follow Up Boss.
Try ItTriggerInstant - Tag nameRequired
Try ItTriggerInstant- Contact Phone, Email, or IDRequired
- Tag(s)Required
ActionWrite
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Connect Follow Up Boss and Zenlist to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Learn how to automate Follow Up Boss on the Zapier blog
Frequently Asked Questions about Follow Up Boss + Zenlist integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Follow Up Boss and Zenlist
How do I integrate Follow Up Boss with Zenlist?
We enable the integration of Follow Up Boss with Zenlist through customized triggers and actions. To start, you'll configure a trigger event within Follow Up Boss, like 'New Contact Added,' then choose an associated action in Zenlist, such as 'Add to List.'
Can I sync contacts automatically between Follow Up Boss and Zenlist?
Yes, you can set up an automatic sync by configuring triggers in Follow Up Boss when new contacts are added or updated. The corresponding action in Zenlist will create or update these contacts, ensuring both platforms reflect current information.
What types of data can be transferred between Follow Up Boss and Zenlist?
Our integration supports the transfer of various data types including contact details, property information, and notes. You can configure specific triggers and actions to ensure that the right data is synchronized as needed.
Are there any limitations on the number of automations I can create when integrating these platforms?
There are no strict limitations on the number of automations you can create. However, keep in mind each trigger/action pair is considered one automation task. Feel free to create multiple workflows to suit your needs.
What happens if a specific action fails during the integration process?
If an action fails, we provide logs so you can identify which part of the process encountered issues. Often this involves checking if all required fields were correctly filled out or if there is connectivity between apps.
Is it possible to customize fields for data transferred between Follow Up Boss and Zenlist?
Yes, customization is possible by mapping fields during setup. You can match specific fields from Follow Up Boss with those in Zenlist through our easily navigable interface.
Do I need technical skills to set up the integration between Follow Up Boss and Zenlist?
No technical skills are necessary to set up this integration. Our platform provides a user-friendly interface that guides you through setting up triggers and actions without any coding required.
