Follow Up Boss + WebinarGeek

Follow Up Boss + WebinarGeek integrations

Create or update Follow Up Boss contacts without triggering action plans when new registrations occur in WebinarGeek

Streamline your webinar registration process effectively. With each new registration in WebinarGeek, this workflow immediately updates or creates the corresponding contact in Follow Up Boss. This ensures your contact information is consistently up-to-date, simplifying contact management and eliminating superfluous steps. Experience an efficient, intuitive process that keeps you organized without triggering action plans.

When this happens...
New RegistrationTriggers when someone subscribers to a webinar.
TriggerPolling
automatically do this!
Create or Update Contact Without Triggering Action PlansCreates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
ActionWrite

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More things you can do with WebinarGeek and Follow Up Boss

Discover other triggers and actions you can use with WebinarGeek and Follow Up Boss

- Webinar
Trigger
Polling
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- Webinar
Trigger
Polling
Try It
- Webinar
Trigger
Polling
Try It
- Webinar
Trigger
Polling
Try It
- Webinar
Trigger
Polling
Try It

- Webinar
  Required
- Date
  Required
Action
Write
- Webinar
  Required
- Email
  Required
- Firstname
  Required
- Surname
- Street Name
- House Number
- City
- Province
- Postcode
- Country ISO Code
- Company
- Job Title
- Phone Number
- Time Zone
- Custom field
- External ID
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 ID
  Required
- Team Member(s)
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
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 ID
  Required
- Message
  Required
- Subject
- Message is HTML
Action
Write
- Contact Phone, Email, or ID
  Required
- Phone Number
  Required
- Type
  Required
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or ID
  Required
- Team Member
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Webinar
Trigger
Polling
Try It
- Webinar
Trigger
Polling
Try It
- Webinar
Trigger
Polling
Try It
- Webinar
Trigger
Polling
Try It
- Webinar
Trigger
Polling
Try It
- Broadcast
  Required
- Email
  Required
- First Name
  Required
- Surname
- Street Name
- House Number
- City
- Province
- Postcode
- Country ISO Code
- Company
- Job Title
- Phone Number
- Custom Field
- External ID
- Time Zone
Action
Write
- Webinar
  Required
- Email
  Required
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 name
  Required
Trigger
Instant
Try It
- Contact Phone, Email, or ID
  Required
- Tag(s)
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Stage
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Pipeline
  Required
- Stage
  Required
- Team Member(s)
  Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Type
  Required
- Assigned To
  Required
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
Action
Write
- Event Type
  Required
- 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 ID
  Required
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.

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CRM (Customer Relationship Management)

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About WebinarGeek

WebinarGeek is easy-to-use webinar software with marketing tools and analytics.

Learn moreLearn moreHelpHelp

Related categories

Webinars

Related Zap Templates

Add new Follow Up Boss contacts to WebinarGeek webinars for seamless registration

Add tags to contacts in Follow Up Boss when webinars in WebinarGeek are no-shows