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Follow Up Boss + Zoom

Create new Follow Up Boss inquiries or website events from new Zoom webinar registrants

When a new registrant signs up for your Zoom webinar, this automatic process promptly captures their details and relays them to Follow Up Boss, categorizing them as either a new inquiry or a website event. You no longer need to burden yourself with manual data entry, ensuring prompt follow-ups for your participants. Experience seamless data transfer between your Zoom and Follow Up Boss applications.

When a new registrant signs up for your Zoom webinar, this automatic process promptly captures their details and relays them to Follow Up Boss, categorizing them as either a new inquiry or a website event. You no longer need to burden yourself with manual data entry, ensuring prompt follow-ups for your participants. Experience seamless data transfer between your Zoom and Follow Up Boss applications.

  1. When this happens...
    ZoomZoom
    New Webinar Registrant

    Triggers when a new registrant is added to a Webinar.

    TriggerInstant
  2. automatically do this!
    Follow Up BossFollow Up Boss
    New Inquiry or Website Event

    Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.

    ActionWrite
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Supported triggers and actions

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

    New Audio Transcript

    Triggers when a new audio transcript has been completed after a meeting or webinar completes.

    Trigger
    Instant
    Try It
    • Meeting TypeRequired

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

    New Recording

    Triggers when a new Recording is completed for a Meeting or Webinar.

    Trigger
    Instant
    Try It
    • Meeting TypeRequired

    • TopicRequired

    • WhenRequired

    • Time Zone

    • Password

    • Duration (in minutes)Required

    Action
    Write
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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)

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zoom logo
zoom logo

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

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