Follow Up Boss + Slidecast

Follow Up Boss + Slidecast integrations

Update and manage contacts in Follow Up Boss when modifications occur in Slidecast

Keep your customer information updated with this streamlined workflow. When a contact is modified in Slidecast, the system will ensure your Follow Up Boss is instantly updated, by creating or updating that contact without triggering action plans. This process not only saves time but also maintains consistent data across your platforms. A simple solution to keep track of your important contacts and amplify your productivity.

When this happens...
Contact ModifiedTriggers when a contact is added, edited, or deleted in Slidecast.
TriggerInstant
automatically do this!
Create or Update Contact Without Triggering Action PlansCreates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
ActionWrite

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More things you can do with Slidecast and Follow Up Boss

Discover other triggers and actions you can use with Slidecast and Follow Up Boss

- Select Presentation
  Required
Trigger
Instant
Try It
- Select Presentation
  Required
- Select Slide
  Required
Trigger
Instant
Try It
Any Slidecast Ended
Triggers when a contact manually stops any Self-Guided Slidecast or clicks to the last slide.
Trigger
Instant
Try It
- Email
- Mobile
- Slidecast Id (optional)
- Country Code
Action
Write
- Text Message (max 300 chars)
  Required
- First Name
- Last Name
- Email
- Mobile
- Country Code
- Address 1
- Address 2
- Address 3
- City
- State Code
- Postal Code
- Home Phone
- Work Phone
- Job Title
- Company
- Notes
- Custom 1
- Custom 2
- Slidecast Id (optional)
Action
Write

- First Name
- Last Name
- Email
- Mobile
- Country Code
- Address 1
- Address 2
- Address 3
- City
- State Code
- Postal Code
- Home Phone
- Work Phone
- Job Tite
- Company
- Notes
- Custom 1
- Custom 2
- Slidecast Id (optional)
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 ID
  Required
- Team Member(s)
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  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
- 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 ID
  Required
- 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
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Select Presentation
  Required
Trigger
Instant
Try It
Contact Modified
Triggers when a contact is added, edited, or deleted in Slidecast.
Trigger
Instant
Try It
Any Slidecast Started
Triggers when a contact starts any Self-Guided Slidecast.
Trigger
Instant
Try It
- First Name
- Last Name
- Email
- Mobile
- Country Code
- Address 1
- Address 2
- Address 3
- City
- State Code
- Postal Code
- Home Phone
- Work Phone
- Job Title
- Company
- Notes
- Custom 1
- Custom 2
- Slidecast Id (optional)
- Presentation
  Required
Action
Write
- Text Message (max 300 chars)
  Required
Action
Write
- First Name
- Last Name
- Email
- Mobile
- Country Code
- Address 1
- Address 2
- Address 3
- City
- State Code
- Postal Code
- Home Phone
- Work Phone
- Job Title
- Company
- Notes
- Custom 1
- Custom 2
- Slidecast Id (optional)
- Record Voice Call
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 name
  Required
Trigger
Instant
Try It
- Contact Phone, Email, or ID
  Required
- Tag(s)
  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
- Contact Phone, Email, or ID
  Required
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.

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About Slidecast

Slidecast enables you to engage your customers seamlessly and virtually using simple, beautiful, and effective presentation sharing, in real-time without software or apps to install.

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Related categories

Sales & CRM