Follow Up Boss + WebinarGeek

Tag new Follow Up Boss contacts when new live viewers join in WebinarGeek

Once a new viewer joins your webinar on WebinarGeek, this workflow will promptly update the Follow Up Boss app, adding tags to the viewer's contact information. This automation streamlines your tracking process, ensuring that you efficiently categorize and refer back to each viewer's engagement with your webinar for effective follow-ups.

When this happens...
New Live Viewer
Triggers after someone watches a live or automated webinar at the scheduled time (replays and on-demand webinars are excluded).
TriggerPolling
automatically do this!
Add Tags to a Contact
Adds tags to a contact.
ActionWrite

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Supported triggers and actions

- 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

- WebinarRequired
- DateRequired
Action
Write
- WebinarRequired
- EmailRequired
- FirstnameRequired
- Surname
- Street Name
- House Number
- City
- Province
- Postcode
- Country ISO Code
- Company
- 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 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
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- 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
- BroadcastRequired
- EmailRequired
- First NameRequired
- Surname
- Street Name
- House Number
- City
- Province
- Postcode
- Country ISO Code
- Company
- Phone Number
- Custom Field
- External ID
- Time Zone
Action
Write
- WebinarRequired
- EmailRequired
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 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