Question

Can I make one Zap for all Follow Up Boss agents or do I need one for each agent?

  • 15 December 2022
  • 3 replies
  • 15 views

Userlevel 1

Hey Zapier community,

 

I saw a zap where it reassigns a lead if the lead hasn’t been contacted within 5 minutes in followupboss. I was wondering can I just make this zap on the admin account or do I need to make this zap for each agent account I have in Followupboss?

 

Thanks in advance and I appreciate any help I can get.

Harrison


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3 replies

Userlevel 7
Badge +12

Hi @Harrison with Aspyre!

I haven’t set up this Zap myself but I’m pretty confident that you can do it using the admin account. There’s a Reassign agent action that sounds like it does what you need it to: Assign a different agent to this contact.

If you’re new to Zapier and thinking about the best way to build your Zap, check out the article Will it Zap?, which gives some tips on how to translate what you want to happen into a Zap. 

 

​I hope that helps, please let us know if you have any questions!

Userlevel 1

Thanks Danvers,

 

I went ahead and took out the other agents and just have a zap from the admin account. I’ll let you know if that fixed it.

 

Have a great rest of your day!

Userlevel 7
Badge +8

Hi @Harrison with Aspyre 👋🏽 Hoping @Danvers suggestion did the trick here!

Let us know if you run into any hiccups!