Cakemail + Follow Up Boss

"unsubscribe contacts in Cakemail when new tags are added to contacts in Follow Up Boss"

Maintain uniformity in your contact management across Follow Up Boss and Cakemail with this workflow. When a new tag is applied to a contact in Follow Up Boss, the same tag is instantly added to the corresponding contact in Cakemail. This streamlines your contact categorizations in both applications, making your Cakemail outreach initiatives more targeted and efficient.

When this happens...
Tag Added to Contact
Fires when a tag is added to a contact in Follow Up Boss.
TriggerInstant
automatically do this!
Unsubscribe Contact
Unsubscribe a Contact from a List.
ActionWrite

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Supported triggers and actions

What does this mean?

New Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
Instant
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- Pipeline name
- Stage name
Trigger
Instant
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- 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
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Unsubscribed Contact
Triggers when a Contact is unsubscribed.
Trigger
Instant
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New Email Bounce
Triggers when an email bounces.
Trigger
Instant
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New Email Open
Triggers when a new Email Open is tracked.
Trigger
Instant
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New Suppressed Email
Triggers when a new Suppressed Email is added.
Trigger
Instant
Try It
- EmailRequired
- Send double opt-in/confirmation emailRequired
Action
Write
- Recipient EmailRequired
- SubjectRequired
- ContentRequired
- Tracking Opens
- Track clicks in HTML version
- Track clicks in text version
Action
Write
- EmailRequired
Action
Search

New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
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New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
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- Tag nameRequired
Trigger
Instant
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- 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
New Contact
Triggers when a new Contact is added.
Trigger
Instant
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New Email Click
Triggers when a new Email Click is tracked.
Trigger
Instant
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New List
Triggers when a List is created.
Trigger
Instant
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Updated Contact
Triggers when a Contact is updated.
Trigger
Instant
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- EmailRequired
Action
Write
- EmailRequired
Action
Write

About Cakemail

Cakemail provides all the tools you need to deliver the emails people want. Engage your audience and grow your business with the tools and ongoing support you need to send marketing emails.

Related categories

Email Newsletters

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 Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Cakemail + Follow Up Boss

"unsubscribe contacts in Cakemail when new tags are added to contacts in Follow Up Boss"

New Appointment

Deal Stage Updated

Pipeline name

Stage name

Person Stage Updated

Stage name

Add Collaborators

Team Member(s)

Apply an Action Plan to a Contact

Contact Phone, Email, or IDRequired

Action PlanRequired

Create or Update Contact Without Triggering Action Plans

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

Create Note

Contact Phone, Email, or IDRequired

MessageRequired

Subject

Message is HTML

Log Call

Contact Phone, Email, or IDRequired

Phone NumberRequired

TypeRequired

Note

Call Duration

Reassign Agent

Contact Phone, Email, or IDRequired

Team MemberRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Unsubscribed Contact

New Email Bounce

New Email Open

New Suppressed Email

Add or Update Contact

EmailRequired

Send double opt-in/confirmation emailRequired

Send Transaction Email

Recipient EmailRequired

SubjectRequired

ContentRequired

Tracking Opens

Track clicks in HTML version

Track clicks in text version

Find Contact by Email

EmailRequired

New Deal

New Contact