Connect Follow Up Boss and Zoom to power AI-driven automation

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings Follow Up Boss and Zoom together. Build enterprise-grade automation in minutes.

Our most popular template

Create new inquiries or website events in Follow Up Boss for new meeting registrants in Zoom
Details
Try it
Zoom + Follow Up Boss
Create Zoom api requests for new contacts in Follow Up Boss
Details
Try it
Follow Up Boss + Zoom
Create Zoom webinar registrants for new contacts in Follow Up Boss
Details
Try it
Follow Up Boss + Zoom
Create or update Follow Up Boss contacts when new Zoom meetings occur
Details
Try it
Zoom + Follow Up Boss
Create or update Follow Up Boss contacts for new Zoom webinar registrants without triggering action plans
Details
Try it
Zoom + Follow Up Boss
Add Zoom webinar registrants to Follow Up Boss as contacts without triggering action plans
Details
Try it
Zoom + Follow Up Boss

Create new inquiries or website events in Follow Up Boss for new meeting registrants in Zoom

Details

Try it

Zoom + Follow Up Boss

Create Zoom api requests for new contacts in Follow Up Boss

Details

Try it

Follow Up Boss + Zoom

Create Zoom webinar registrants for new contacts in Follow Up Boss

Details

Try it

Follow Up Boss + Zoom

Create or update Follow Up Boss contacts when new Zoom meetings occur

Details

Try it

Zoom + Follow Up Boss

Create or update Follow Up Boss contacts for new Zoom webinar registrants without triggering action plans

Details

Try it

Zoom + Follow Up Boss

Add Zoom webinar registrants to Follow Up Boss as contacts without triggering action plans

Details

Try it

Zoom + Follow Up Boss

Log new Zoom meetings as calls in Follow Up Boss
Details
Try it
Zoom + Follow Up Boss
Manage new Zoom meeting registrants by creating or updating contacts in Follow Up Boss without triggering action plans
Details
Try it
Zoom + Follow Up Boss

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Follow Up Boss with Zoom - no code necessary. See how you can get setup in minutes.

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Appointment" from Follow Up Boss.

Add your action

An action happens after the trigger—such as "Create Meeting" in Zoom.

You’re connected!

Zapier seamlessly connects Follow Up Boss and Zoom, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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
Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- Contact Phone, Email, or ID
  Required
- Tag(s)
  Required
Action
Write

- Contact
  Required
- File name
  Required
- File URL
  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
- Agent
- Lender
- Pond
- Timeframe
- Background Information
Action
Write

- Contact Phone, Email, or ID
  Required
- Note
- 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
- Source_copy
- Contact
  Required
- First Name
- Last Name
- Email Address
- Phone_copy
- Phone Number
- Stage
- Is Contacted?
- Tags
- Merge_tags_copy
- Merge Tags?
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- Agent
- Lender
- Pond
- Timeframe
- Background Information
Action
Write
- Contact Phone, Email, or ID
  Required
Action
Search
New Meeting Summary
Triggers when a summary is available for a meeting. Note: you must be the meeting host.
Trigger
Instant
Try It
- Webinar or Meeting?
  Required
Trigger
Instant
Try It
- Upcoming Meeting
Trigger
Instant
Try It
- Upcoming Webinar
Trigger
Instant
Try It
New Workspace Reservation
Triggers when you reserve a room or device-enabled desk.
Trigger
Instant
Try It
- Info
- Upcoming Meeting
  Required
- Email
  Required
- First Name
  Required
- Language
- Auto Approval
Action
Write
- Meeting ID
  Required
- Deletion Type
  Required
Action
Write
Update Zoom Meeting
This action updates a Zoom meeting. The user will provide the meeting ID as a required field and the agenda and alternative hosts as optional fields.
Action
Write
- Meeting Type
  Required
- Meeting or Webinar ID
  Required
Action
Search
- Meeting UUID
  Required
Action
Search

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
- Team Member(s)
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  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
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Meeting Type
  Required
Trigger
Instant
Try It
- Info
Trigger
Instant
Try It
- Meeting Type
  Required
Trigger
Instant
Try It
New Cloud Recording
Triggers when a new Cloud Recording is completed for a Meeting or Webinar.
Trigger
Instant
Try It
- Webinar or Meeting?
  Required
Trigger
Instant
Try It
- Meeting Type
  Required
Action
Write
- Upcoming Webinar
  Required
- Email
  Required
- First Name
  Required
- Send Confirmation Email to Registrants
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Meeting Type
  Required
- Info
- ID
- Topic
- Exact Match
Action
Search
- Meeting_uuid
  Required
Action
Search

For AI agents & developers

Use Follow Up Boss and Zoom with AI agents and code

Beyond Zap workflows. Call Follow Up Boss and Zoom actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Follow Up Boss and Zoom actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Collaborators
Create Meeting

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Follow Up Boss and Zoom actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* follow-up-boss / zoom action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Follow Up Boss and Zoom

Log Zoom meeting updates to Follow Up Boss

When a Zoom meeting ends, Zapier automatically logs the meeting summary as a note in Follow Up Boss for the relevant contact. This ensures consistent record-keeping and gives business owners a quick reference to interactions with clients, enhancing lead management efficiency.

Business Owner

Try it

Add webinar registrants as leads in Follow Up Boss

When someone registers for a Zoom webinar, Zapier adds them as a new contact in Follow Up Boss. This saves marketers from manual data entry and ensures every lead is properly documented, improving lead tracking and follow-up response time.

Marketing & Marketing Ops

Try it

Learn how to automate Follow Up Boss on the Zapier blog

Learn how to automate Zoom on the Zapier blog

Make work flow with AI

Level up your Follow Up Boss to Zoom integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Follow Up Boss + Zoom integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Follow Up Boss and Zoom

How can I initiate the integration between Follow Up Boss and Zoom?

To integrate Follow Up Boss with Zoom, use our platform to connect the two apps through triggers and actions. Start by selecting Follow Up Boss as your trigger app and choose a trigger event, such as 'New Contact Created'. Then, select Zoom as your action app and set an appropriate action like 'Create Meeting'.

Can I schedule a Zoom meeting automatically when a new contact is added in Follow Up Boss?

Yes, you can automate scheduling a Zoom meeting for new contacts in Follow Up Boss. By setting the trigger as 'New Contact Created' in Follow Up Boss, the system can automatically carry out the action of creating a new meeting in Zoom.

What kind of data can be transferred from Follow Up Boss to Zoom during integration?

During integration, you can transfer data like contact names, email addresses, and phone numbers from Follow Up Boss into Zoom to set up meetings or send invitations.

Is it possible to record Zoom webinars automatically when integrated with Follow Up Boss?

Currently, automatic recording of webinars through the integration isn't supported directly. However, you might manually configure post-event processes if needed.

How do triggers work in the integration between Follow Up Boss and Zoom?

Triggers are events that start an automated workflow between two applications. For example, setting a 'New Contact Created' in Follow Up Boss as a trigger will initiate specified actions in Zoom like sending an invitation email or scheduling a call.

Are there any prerequisites for integrating both apps?

Ensure that both your Follow Up Boss and Zoom accounts are properly set up with necessary permissions granted for API access. Also, verify that you have admin privileges where needed for full integration compatibility.

What should I do if my scheduled meetings are not appearing on my calendar after setting up the integration?

If scheduled meetings aren't appearing on your calendar post-integration setup, check whether all trigger-action steps were configured correctly. Verify connection statuses of both apps on our platform and ensure calendars are synced properly within each specific app's settings.

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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

About Zoom

Zoom brings teams together to get more done in a frictionless environment. Zoom's reliable, video-first unified communications platform provides video meetings, voice, webinars, and chat across desktops, phones, mobile devices, and conference systems

Learn moreLearn moreHelpHelp

Related categories

Video Conferencing

Similar apps

GoTo Meeting

Video Conferencing

Intermedia AnyMeeting

Video Conferencing

Crowdcast

Webinars

Connect Follow Up Boss and Zoom to power AI-driven automation

Launch your first automated workflow

Create new inquiries or website events in Follow Up Boss for new meeting registrants in Zoom

Create Zoom api requests for new contacts in Follow Up Boss

Create Zoom webinar registrants for new contacts in Follow Up Boss

Create or update Follow Up Boss contacts when new Zoom meetings occur

Create or update Follow Up Boss contacts for new Zoom webinar registrants without triggering action plans

Add Zoom webinar registrants to Follow Up Boss as contacts without triggering action plans

Create new inquiries or website events in Follow Up Boss for new meeting registrants in Zoom

Create Zoom api requests for new contacts in Follow Up Boss

Create Zoom webinar registrants for new contacts in Follow Up Boss

Create or update Follow Up Boss contacts when new Zoom meetings occur

Create or update Follow Up Boss contacts for new Zoom webinar registrants without triggering action plans

Add Zoom webinar registrants to Follow Up Boss as contacts without triggering action plans

Log new Zoom meetings as calls in Follow Up Boss

Manage new Zoom meeting registrants by creating or updating contacts in Follow Up Boss without triggering action plans

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Follow Up Boss and Zoom with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Follow Up Boss and Zoom

Log Zoom meeting updates to Follow Up Boss

Add webinar registrants as leads in Follow Up Boss

Learn how to automate Follow Up Boss on the Zapier blog

5 ways to automate Follow Up Boss with Zapier

Learn how to automate Zoom on the Zapier blog

7 ways to automate Zoom with Zapier

How to automatically upload Zoom recordings to Google Drive

Connect Calendly to Zoom: Create meetings from scheduled events

Make work flow with AI

Frequently Asked Questions about Follow Up Boss + Zoom integrations

Connect Follow Up Boss to Zoom on the world's largest no-code automation platform