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Set up your first integration
Quickly connect Follow Up Boss to Zoom with a Zapier template.
Our most popular template
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.
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.
Try ItTriggerInstant - Pipeline name
- Stage name
Try ItTriggerInstant- Stage name
Try ItTriggerInstant- Contact Phone, Email, or IDRequired
- Team Member(s)
ActionWrite
- New Deal
Fires when a new deal is created in Follow Up Boss.
Try ItTriggerInstant - New Contact
Fires when a new contact is created in Follow Up Boss.
Try ItTriggerInstant - Tag nameRequired
Try ItTriggerInstant- Contact Phone, Email, or IDRequired
- Tag(s)Required
ActionWrite
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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 OwnerAdd 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 OpsLearn how to automate Follow Up Boss on the Zapier blog
Learn how to automate Zoom on the Zapier blog
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.
