ChartMogul + Follow Up Boss

ChartMogul + Follow Up Boss integrations

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 ContactFires when a new contact is created in Follow Up Boss.
TriggerInstant
automatically do this!
Add Tags to a Customer via EmailAdds tags to the customer in ChartMogul that have the given email address
ActionWrite

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More things you can do with Follow Up Boss and ChartMogul

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

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
Updated Contact
Triggers when a contact is updated.
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
- Customer External ID
  Required
- Type
  Required
- Key
  Required
- Value
  Required
- Source
Action
Write
- Customer UUID
  Required
- Data Source UUID
  Required
- Position
- First Name
- Last Name
- Title
- Email
- Phone
- LinkedIn
- Twitter
- Notes
Action
Write
- Customer Email
  Required
- Tags
  Required
Action
Write
- Data Source UUID
  Required
- External ID
  Required
- Customer Name (deprecated)
- Customer Email (deprecated)
- First Name
- Last Name
- Email
- Title
- Phone
- Notes
- Company Name
- Country
- City
- Lead Created at
- Free Trial Started at
- Account Owner
- Website URL
Action
Write
- Customer UUID
  Required
- Owner
  Required
- Pipeline
  Required
- Pipeline Stage
  Required
- Estimated Close Date
  Required
- Amount in cents
  Required
- Currency
  Required
- Type
- Forecast Category
- Win Likelihood
Action
Write
- info
- Customer UUID 1 (From)
  Required
- Customer UUID 2 (Into)
  Required
Action
Write
- Guide
  Required
- Customer UUID
  Required
- Customer Name
- Customer Email
- Company
- Country
- City
- Lead Created at
- Free Trial Started at
Action
Write
- Opportunity UUID
  Required
- Owner
- Pipeline
- Pipeline Stage
- Estimated Close Date
- Amount in cents
- Currency
- Type
- Forecast Category
- Win Likelihood
Action
Write
- Email Address
  Required
Action
Search
- Customer UUID
  Required
Action
Search
- Customer UUID
  Required
- Completed
Action
Search
- Email
- Customer External ID
- Customer UUID
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 name
  Required
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
- Note
- 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
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Customer Email
  Required
- Type
  Required
- Key
  Required
- Value
  Required
- Source
Action
Write
- Customer UUID
  Required
- Type
  Required
- Key
  Required
- Value
  Required
- Source
Action
Write
- Customer UUID
  Required
- Tags
  Required
Action
Write
- Customer External ID
  Required
- Tags
  Required
Action
Write
- Customer UUID
  Required
- Type
  Required
- Author Email
- Text
  Required
- Call Duration
- Created At
Action
Write
- Customer UUID
  Required
- Task details
  Required
- Assignee
  Required
- Due date
  Required
- Completed at
Action
Write
- Contact UUID
  Required
- First Name
- Last Name
- Title
- Position
- Email
- Phone
- LinkedIn
- Twitter
- Notes
Action
Write
- Note UUID
  Required
- Author Email
- Text
- Type
- Call Duration
- Created at
- Updated at
Action
Write
- Task UUID
  Required
- Task details
- Assignee
- Due date
- Completed at
Action
Write
- External ID
  Required
Action
Search
- Metric
  Required
- Start Date
  Required
- End Date
  Required
- Geo Filter
- Plan Filter
Action
Search
- Customer UUID
  Required
Action
Search

About ChartMogul

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

Learn moreLearn moreHelpHelp

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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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