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Follow Up Boss + StreamYard

Tag new StreamYard webinar registrants in Follow Up Boss contacts

Turn StreamYard new webinar registrants into actionable sales opportunities with this streamlined workflow. As soon as someone signs up for your webinar, this automation swiftly adds tags to their contact profile in Follow Up Boss. It's a simple way to ensure all your leads are catalogued and ready for follow-up action, making your sales process more efficient and effective.

Turn StreamYard new webinar registrants into actionable sales opportunities with this streamlined workflow. As soon as someone signs up for your webinar, this automation swiftly adds tags to their contact profile in Follow Up Boss. It's a simple way to ensure all your leads are catalogued and ready for follow-up action, making your sales process more efficient and effective.

  1. When this happens...
    StreamYardStreamYard
    New Registrant (All Webinars)

    Triggers when someone registers to any of your webinars.

    TriggerInstant
  2. automatically do this!
    Follow Up BossFollow Up Boss
    Add Tags to a Contact

    Adds tags to a contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • StreamYard triggers, actions, and search

    New Registrant (All Webinars)

    Triggers when someone registers to any of your webinars.

    Trigger
    Instant
    Try It
  • StreamYard triggers, actions, and search

    Update Registrant Status (All Webinars)

    Triggers when registrant's status changes - attended live or on demand.

    Trigger
    Instant
    Try It
  • Follow Up Boss triggers, actions, and search

    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
    • Upcoming WebinarRequired

    Trigger
    Instant
    Try It
    • Upcoming WebinarRequired

    Trigger
    Instant
    Try It
  • Follow Up Boss triggers, actions, and search

    New Deal

    Fires when a new deal is created in Follow Up Boss.

    Trigger
    Instant
    Try It
  • Follow Up Boss triggers, actions, and search

    New Contact

    Fires when a new contact is created in Follow Up Boss.

    Trigger
    Instant
    Try It
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follow-up-boss logo

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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About StreamYard

StreamYard is a professional live streaming, recording and webinar studio right within your browser. Create live and on demand webinars with StreamYard On-Air.

Related categories