ChartMogul + Follow Up Boss

Tag new Follow Up Boss contacts and add them to ChartMogul customers via email

Effortlessly streamline your customer management process with this easy-to-use workflow between Follow Up Boss and ChartMogul. Whenever a new contact is added in Follow Up Boss, this automation will instantly tag the corresponding customer in ChartMogul via their email. Save time and enhance organization with this seamless integration for your sales and marketing efforts.

When this happens...
New Contact
Fires when a new contact is created in Follow Up Boss.
TriggerInstant
automatically do this!
Add Tags to a Customer via Email
Adds tags to the customer in ChartMogul that have the given email address
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
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
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Customer EmailRequired
- TypeRequired
- KeyRequired
- ValueRequired
- Source
Action
Write
- Customer UUIDRequired
- TypeRequired
- KeyRequired
- ValueRequired
- Source
Action
Write
- Customer UUIDRequired
- TagsRequired
Action
Write
- Customer External IDRequired
- TagsRequired
Action
Write
- Customer UUIDRequired
- TypeRequired
- Author Email
- TextRequired
- Call Duration
- Created At
Action
Write
- info
- Customer UUID 1 (From)Required
- Customer UUID 2 (Into)Required
Action
Write
- GuideRequired
- Customer UUIDRequired
- Customer Name
- Customer Email
- Company
- Country
- City
- Lead Created at
- Free Trial Started at
Action
Write
- Opportunity UUIDRequired
- Owner
- Pipeline
- Pipeline Stage
- Estimated Close Date
- Amount in cents
- Currency
- Type
- Forecast Category
- Win Likelihood
Action
Write
- External IDRequired
Action
Search
- MetricRequired
- Start DateRequired
- End DateRequired
- Geo Filter
- Plan Filter
Action
Search

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
- Customer External IDRequired
- TypeRequired
- KeyRequired
- ValueRequired
- Source
Action
Write
- Customer UUIDRequired
- Data Source UUIDRequired
- Position
- First Name
- Last Name
- Title
- Email
- Phone
- LinkedIn
- Twitter
- Notes
Action
Write
- Customer EmailRequired
- TagsRequired
Action
Write
- Data Source UUIDRequired
- Customer NameRequired
- External IDRequired
- Customer Email
- Company Name
- Country
- City
- Lead Created at
- Free Trial Started at
Action
Write
- Customer UUIDRequired
- OwnerRequired
- PipelineRequired
- Pipeline StageRequired
- Estimated Close DateRequired
- Amount in centsRequired
- CurrencyRequired
- Type
- Forecast Category
- Win Likelihood
Action
Write
- Contact UUIDRequired
- First Name
- Last Name
- Title
- Position
- Email
- Phone
- LinkedIn
- Twitter
- Notes
Action
Write
- Note UUIDRequired
- Author Email
- Text
- Type
- Call Duration
- Created at
- Updated at
Action
Write
- Email AddressRequired
Action
Search
- Customer UUIDRequired
Action
Search
- Customer UUIDRequired
Action
Search

About ChartMogul

ChartMogul helps you measure, understand and grow your subscription business.

Learn more

Related categories

Ads & Conversion

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

ChartMogul + Follow Up Boss

Tag new Follow Up Boss contacts and add them to ChartMogul customers via email

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

Add a Custom Attribute to a Customer via Email

Customer EmailRequired

TypeRequired

KeyRequired

ValueRequired

Source

Add a Custom Attribute to a Customer via UUID

Customer UUIDRequired

TypeRequired

KeyRequired

ValueRequired

Source

Add Tags to a Customer via UUID

Customer UUIDRequired

TagsRequired

Add Tags to a Customer via External ID

Customer External IDRequired

TagsRequired