Follow Up Boss + WebinarJam / EverWebinar

Tag contacts in Follow Up Boss when registrants leave before WebinarJam / EverWebinar event ends

Stay on top of your lead management with this workflow. When a registrant leaves before a WebinarJam / EverWebinar event concludes, it will immediately add tags to their profile in Follow Up Boss. This streamlines the process of identifying and managing early leavers, ensuring you can seamlessly target and engage these contacts in your future marketing efforts.

When this happens...
Registrant Leaves Before
Triggers when a registrant leaves the live webinar before a specific timestamp.
TriggerInstant
automatically do this!
Add Tags to a Contact
Adds tags to a contact.
ActionWrite

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Supported triggers and actions

What does this mean?

- WebinarRequired
Trigger
Instant
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- WebinarRequired
- Joins Live After [Hour]Required
- Joins Live After [Minute]Required
Trigger
Instant
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- WebinarRequired
Trigger
Instant
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- WebinarRequired
Trigger
Instant
Try It
New Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
Instant
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- Pipeline name
- Stage name
Trigger
Instant
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- 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

- WebinarRequired
Trigger
Instant
Try It
- WebinarRequired
- Leaves Before [Hour]Required
- Leaves Before [Min]Required
Trigger
Instant
Try It
- WebinarRequired
Trigger
Instant
Try It
- WebinarRequired
- Stay Until [Hour]Required
- Stay Until [Minute]Required
Trigger
Instant
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New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
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New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
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- 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 WebinarJam / EverWebinar

WebinarJam is a webinar and live broadcasting program allowing for live and prerecorded events.

Learn more Help

Related categories

Webinars

PRODUCTS

CAPABILITIES

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By app

By use case

Follow Up Boss + WebinarJam / EverWebinar

Tag contacts in Follow Up Boss when registrants leave before WebinarJam / EverWebinar event ends

New Live Attendee

Registrant Joins Webinar After

WebinarRequired

Joins Live After [Hour]Required

Joins Live After [Minute]Required

Registrant Misses Webinar

WebinarRequired

New Registration

WebinarRequired

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

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

Create Note

Contact Phone, Email, or IDRequired

MessageRequired

Subject

Message is HTML

Log Call

Contact Phone, Email, or IDRequired

Phone NumberRequired

TypeRequired

Note

Call Duration

Reassign Agent

Contact Phone, Email, or IDRequired

Team MemberRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Registrant Attends Replay

WebinarRequired

Registrant Leaves Before

WebinarRequired

Leaves Before [Hour]Required

Leaves Before [Min]Required