Follow Up Boss + Slidecast

Update and manage contacts in Follow Up Boss when modifications occur in Slidecast

Keep your customer information updated with this streamlined workflow. When a contact is modified in Slidecast, the system will ensure your Follow Up Boss is instantly updated, by creating or updating that contact without triggering action plans. This process not only saves time but also maintains consistent data across your platforms. A simple solution to keep track of your important contacts and amplify your productivity.

When this happens...
Contact Modified
Triggers when a contact is added, edited, or deleted in Slidecast.
TriggerInstant
automatically 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!
ActionWrite

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Supported triggers and actions

What does this mean?

- Select PresentationRequired
Trigger
Instant
Try It
- Select PresentationRequired
- Select SlideRequired
Trigger
Instant
Try It
Any Slidecast Ended
Triggers when a contact manually stops any Self-Guided Slidecast or clicks to the last slide.
Trigger
Instant
Try It
- Email
- Mobile
- Slidecast Id (optional)
- Country Code
Action
Write
- Text Message (max 300 chars)Required
- First Name
- Last Name
- Email
- Mobile
- Country Code
- Address 1
- Address 2
- Address 3
- City
- State Code
- Postal Code
- Home Phone
- Work Phone
- Job Title
- Company
- Notes
- Custom 1
- Custom 2
- Slidecast Id (optional)
Action
Write

- First Name
- Last Name
- Email
- Mobile
- Country Code
- Address 1
- Address 2
- Address 3
- City
- State Code
- Postal Code
- Home Phone
- Work Phone
- Job Tite
- Company
- Notes
- Custom 1
- Custom 2
- Slidecast Id (optional)
Action
Write
New Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
Instant
Try It

- Pipeline name
- Stage name
Trigger
Instant
Try It
- Stage name
Trigger
Instant
Try It
- Contact Phone, Email, or IDRequired
- Team Member(s)
Action
Write
- Contact Phone, Email, or IDRequired
- Action PlanRequired
Action
Write
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
Action
Write
- Contact Phone, Email, or IDRequired
- MessageRequired
- Subject
- Message is HTML
Action
Write
- Contact Phone, Email, or IDRequired
- Phone NumberRequired
- TypeRequired
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or IDRequired
- Team MemberRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- Select PresentationRequired
Trigger
Instant
Try It
Contact Modified
Triggers when a contact is added, edited, or deleted in Slidecast.
Trigger
Instant
Try It
Any Slidecast Started
Triggers when a contact starts any Self-Guided Slidecast.
Trigger
Instant
Try It
- First Name
- Last Name
- Email
- Mobile
- Country Code
- Address 1
- Address 2
- Address 3
- City
- State Code
- Postal Code
- Home Phone
- Work Phone
- Job Title
- Company
- Notes
- Custom 1
- Custom 2
- Slidecast Id (optional)
- PresentationRequired
Action
Write
- Text Message (max 300 chars)Required
Action
Write
- First Name
- Last Name
- Email
- Mobile
- Country Code
- Address 1
- Address 2
- Address 3
- City
- State Code
- Postal Code
- Home Phone
- Work Phone
- Job Title
- Company
- Notes
- Custom 1
- Custom 2
- Slidecast Id (optional)
- Record Voice Call
Action
Write
New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
Try It
New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
Try It
- Tag nameRequired
Trigger
Instant
Try It
- Contact Phone, Email, or IDRequired
- Tag(s)Required
Action
Write
- Contact Phone, Email, or IDRequired
- StageRequired
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- PipelineRequired
- StageRequired
- Team Member(s)Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- TypeRequired
- Assigned ToRequired
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or IDRequired
- Action PlanRequired
Action
Write
- Event TypeRequired
- Message
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
- Street Address
- City
- State/Province
- Zip/Postal Code
- MLS Number
- Price
- Is for Rent?
- URL
- Type
- Bedrooms
- Bathrooms
- Area
- Lot Size
- Source
- Medium
- Term
- Content
- Campaign
Action
Write
- Contact Phone, Email, or IDRequired
Action
Search

About Follow Up Boss

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Slidecast

Slidecast enables you to engage your customers seamlessly and virtually using simple, beautiful, and effective presentation sharing, in real-time without software or apps to install.

Help

Related categories

Sales & CRM

PRODUCTS

CAPABILITIES

By team

Follow Up Boss + Slidecast

Update and manage contacts in Follow Up Boss when modifications occur in Slidecast

A Slidecast Ended

A Slide Viewed

Select PresentationRequired

Select SlideRequired

Any Slidecast Ended

Delete Contact

Email

Mobile

Slidecast Id (optional)

Country Code

Send a Text Message

Text Message (max 300 chars)Required

First Name

Last Name

Email

Mobile

Country Code

Address 1

Address 2

Address 3

City

State Code

Postal Code

Home Phone

Work Phone

Job Title

Company

Notes

Custom 1

Custom 2

Slidecast Id (optional)

Add or Edit Contact

First Name

Last Name

Email

Mobile

Country Code

Address 1

Address 2

Address 3

City

State Code

Postal Code

Home Phone

Work Phone

Job Tite

Company

Notes

Custom 1

Custom 2

Slidecast Id (optional)

New Appointment

Deal Stage Updated

Pipeline name

Stage name

Person Stage Updated

Stage name

Add Collaborators

Contact Phone, Email, or IDRequired

Team Member(s)

Apply an Action Plan to a Contact

Contact Phone, Email, or IDRequired

Action PlanRequired

Create or Update Contact Without Triggering Action Plans

First Name

Last Name

Email Address

Phone Number

Source

Stage

Is Contacted?

Tags

Street Address

City

State/Province