Follow Up Boss + StreamYard
Create or update Follow Up Boss contacts every time new StreamYard webinar registrants are added
Ensure a seamless follow-up process for your webinar attendees with this convenient workflow. When a new registrant signs up to any webinar on StreamYard, their contact information is directly transferred to Follow Up Boss, creating or updating a contact without triggering action plans. This not only saves you from manual data entry but also empowers you to keep your contacts current and actionable. Manage your webinar registrants efficiently and improve your CRM with this easy workflow.
Ensure a seamless follow-up process for your webinar attendees with this convenient workflow. When a new registrant signs up to any webinar on StreamYard, their contact information is directly transferred to Follow Up Boss, creating or updating a contact without triggering action plans. This not only saves you from manual data entry but also empowers you to keep your contacts current and actionable. Manage your webinar registrants efficiently and improve your CRM with this easy workflow.
- When this happens...New Registrant (All Webinars)
Triggers when someone registers to any of your webinars.
- 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!
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New Registrant (All Webinars)
Triggers when someone registers to any of your webinars.
Try ItUpdate Registrant Status (All Webinars)
Triggers when registrant's status changes - attended live or on demand.
Try ItNew Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItPipeline name
Stage name
Try It
