Follow Up Boss + Zoom
Manage new Zoom meeting registrants by creating or updating contacts in Follow Up Boss without triggering action plans
Stay on top of your customer follow-ups with Zoom and Follow Up Boss integration. When a new participant registers for a meeting in Zoom, this workflow will immediately update or create a contact in Follow Up Boss, without activating any Action Plans. No more manual data transfers between platforms, freeing up more time for you to engage with your attendees.
Stay on top of your customer follow-ups with Zoom and Follow Up Boss integration. When a new participant registers for a meeting in Zoom, this workflow will immediately update or create a contact in Follow Up Boss, without activating any Action Plans. No more manual data transfers between platforms, freeing up more time for you to engage with your attendees.
- When this happens...New Meeting Registrant
Triggers when a new registrant is added to a meeting.
- 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 Meeting Summary
Triggers when a summary is available for a meeting. Note: you must be the meeting host.
Try ItWebinar or Meeting?Required
Try ItUpcoming Meeting
Try ItUpcoming Webinar
Try It
New Audio Transcript
Triggers when a new audio transcript has been completed after a meeting or webinar completes.
Try ItMeeting TypeRequired
Try ItNew Recording
Triggers when a new Recording is completed for a Meeting or Webinar.
Try ItMeeting TypeRequired
TopicRequired
WhenRequired
Time Zone
Password
Duration (in minutes)Required
