Emma + Follow Up Boss

Emma + Follow Up Boss integrations

Tag contacts in Follow Up Boss when messages are clicked in Emma

When a message is clicked inside the Emma app, this workflow is set in motion to add tags to a specific contact in your Follow Up Boss app. This streamlined process facilitates improved lead management and effective communication, making it easier to track and follow up with important contacts. Now, you can systematically manage your contacts without the need for manual updates.

When this happens...
Mailing ClickedTriggers when a mailing is clicked.
TriggerInstant
automatically do this!
Add Tags to a ContactAdds tags to a contact.
ActionWrite

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More things you can do with Emma and Follow Up Boss

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

Field Created
Triggers when a new member field is created.
Trigger
Instant
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Field Updated
Triggers when a field is updated.
Trigger
Instant
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Group Deleted
Triggers when a group is deleted.
Trigger
Instant
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Mailing Finished
Triggers when a mailing is finished.
Trigger
Instant
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Member Added to Group
Triggers when a member is added to a group.
Trigger
Instant
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Member Removed From Group
Triggers when a member is removed from a group.
Trigger
Instant
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Member Updated
Triggers when a member is updated.
Trigger
Instant
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Mailing Forwarded
Triggers when a mailing is forwarded.
Trigger
Instant
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Mailing Shared
Triggers when a member shares a mailing.
Trigger
Instant
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Member Unsubscribed
Triggers when a subscriber opts-out.
Trigger
Instant
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- Member ID
  Required
- Status
- Mailing ID
- Source Member ID
  Required
- Created At
  Required
- Updated At
- Source
  Required
- Cancelled Reason
- Subtotal
  Required
- Shipping Cost
  Required
- Tax
  Required
- Total Cost
  Required
- Source Order ID
  Required
- Product IDs
  Required
- Product Prices
  Required
- Product Quantities
  Required
Action
Write
- From Group ID
  Required
- To Group ID
  Required
- Member Status ID
  Required
Action
Write
- Shortcut Name
  Required
- Display name
  Required
- Widget Type
  Required
- Options
- Column Order
  Required
- Field Type
Action
Write
- Critera
  Required
- Name
  Required
Action
Write
- Group Name
  Required
Action
Write
- Email
  Required
Action
Write
- Member ID
  Required
- Group IDs
  Required
Action
Write
- Email
  Required
- SMS Phone Number
- SMS Promotional Status
- SMS Transactional Status
- Group Ids
- Field Triggers
- Subscriber Consent Tracking
Action
Write
- Member ID
  Required
- Order ID
  Required
- Status
- Updated At
- Cancelled Reason
- Cancelled At
- Subtotal
- Shipping Cost
- Tax
- Total Cost
Action
Write
- Group ID
  Required
Action
Search
- Member ID
  Required
Action
Search
- Product ID
  Required
Action
Search
- Count
- Start
- End
- Sort Column
- Sort Order
- Source
- Source Product ID
- SKU
- Name
- Price
- Product URL
- Image URL
- Categories
Action
Search
- Member ID
  Required
- Email
  Required
- SMS Phone Number
- SMS Promotional Status
- SMS Transactional Status
- Group Ids
- Field Change Autoresponders
- Subscriber Consent Tracking
- Signup Form ID
Action
Search or write
New Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
Instant
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- Pipeline name
- Stage name
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Instant
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- Stage name
Trigger
Instant
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- 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

Field Deleted
Triggers when a field is deleted.
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Instant
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Group Created
Triggers when a new member group is created.
Trigger
Instant
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Group Updated
Triggers when a group is updated.
Trigger
Instant
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New Member Added
Triggers when a new member is added to your audience.
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Instant
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Member Deleted
Triggers when a member is deleted.
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Instant
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Member Status Updated
Triggers when a member's status is updated.
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Instant
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Mailing Clicked
Triggers when a mailing is clicked.
Trigger
Instant
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Mailing Opened
Triggers when a mailing is opened.
Trigger
Instant
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Mailing Share Clicked
Triggers when a member shares a link to a mailing and someone clicks on it.
Trigger
Instant
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- Mailing Id
  Required
- Member Id
  Required
Trigger
Polling
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- Member ID
  Required
- Group ID
  Required
Action
Write
- Email
  Required
- Event Name
  Required
- Data
  Required
Action
Write
- Source
- Source Product ID
- Product Name
- Source Variant IDs
- Variant Names
- Variant SKUs
- Variant Prices
- Variant Product URL
- Variant Image URL
- Categories
- Deleted At
Action
Write
- Mailing ID
  Required
- Member ID
  Required
- Recipient Emails
- Heads Up Emails
Action
Write
- Email
  Required
- SMS Phone Number
- SMS Promotional Status
- SMS Transactional Status
- Group Ids
- Field Change Autoresponders
- Subscriber Consent Tracking
- Signup Form ID
Action
Write
- Member ID
  Required
- Group ID
  Required
Action
Write
- Group Name
  Required
- Group ID
  Required
Action
Write
- Member Id
  Required
Action
Write
- Member ID
  Required
Action
Search
- Mailing ID
  Required
Action
Search
- Mailing Id
  Required
Action
Search
- Mailing ID
  Required
Action
Search
- Email
  Required
Action
Search
- Email
  Required
- SMS Phone Number
- SMS Promotional Status
- SMS Transactional Status
- Group Ids
- Field Change Autoresponders
- Subscriber Consent Tracking
- Signup Form ID
Action
Search or write
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 name
  Required
Trigger
Instant
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- 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 Emma

Grow your business with smart, stylish email marketing campaigns.

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Related categories

Email Newsletters

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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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Related categories

CRM (Customer Relationship Management)

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Related Zap Templates

Create members in Emma for new contacts in Follow Up Boss