Emma + Follow Up Boss

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 Clicked
Triggers when a mailing is clicked.
TriggerInstant
automatically do this!
Add Tags to a Contact
Adds tags to a contact.
ActionWrite

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Supported triggers and actions

What does this mean?

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 IDRequired
- Status
- Mailing ID
- Source Member IDRequired
- Created AtRequired
- Updated At
- SourceRequired
- Cancelled Reason
- SubtotalRequired
- Shipping CostRequired
- TaxRequired
- Total CostRequired
- Source Order IDRequired
- Product IDsRequired
- Product PricesRequired
- Product QuantitiesRequired
Action
Write
- From Group IDRequired
- To Group IDRequired
- Member Status IDRequired
Action
Write
- Shortcut NameRequired
- Display nameRequired
- Widget TypeRequired
- Options
- Column OrderRequired
- Field Type
Action
Write
- CriteraRequired
- NameRequired
Action
Write
- Group NameRequired
Action
Write
- EmailRequired
Action
Write
- Member IDRequired
- Group IDsRequired
Action
Write
- EmailRequired
- Phone Number
- Group Ids
- Field Triggers
- Subscriber Consent Tracking
Action
Write
- Member IDRequired
- Order IDRequired
- Status
- Updated At
- Cancelled Reason
- Cancelled At
- Subtotal
- Shipping Cost
- Tax
- Total Cost
Action
Write
- Group IDRequired
Action
Search
- Member IDRequired
Action
Search
- Product IDRequired
Action
Search
- Count
- Start
- End
- Sort Column
- Sort Order
- Source
- Source Product ID
- SKU
- Name
- Price
- Product URL
- Image URL
- Categories
Action
Search
- Member IDRequired
- EmailRequired
- Phone Number
- 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
Trigger
Instant
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- Stage name
Trigger
Instant
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- 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

Field Deleted
Triggers when a field is deleted.
Trigger
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.
Trigger
Instant
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Member Deleted
Triggers when a member is deleted.
Trigger
Instant
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Member Status Updated
Triggers when a member's status is updated.
Trigger
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 IdRequired
- Member IdRequired
Trigger
Scheduled
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- Member IDRequired
- Group IDRequired
Action
Write
- EmailRequired
- Event NameRequired
- DataRequired
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 IDRequired
- Member IDRequired
- Recipient Emails
- Heads Up Emails
Action
Write
- EmailRequired
- Phone Number
- Group Ids
- Field Change Autoresponders
- Subscriber Consent Tracking
- Signup Form ID
Action
Write
- Member IDRequired
- Group IDRequired
Action
Write
- Group NameRequired
- Group IDRequired
Action
Write
- Member IdRequired
Action
Write
- Member IDRequired
Action
Search
- Mailing IDRequired
Action
Search
- Mailing IdRequired
Action
Search
- Mailing IDRequired
Action
Search
- EmailRequired
Action
Search
- EmailRequired
- Phone Number
- 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 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

About Emma

Grow your business with smart, stylish email marketing campaigns.

Learn more

Related categories

Email Newsletters

Similar apps

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

Related categories

CRM (Customer Relationship Management)

Emma + Follow Up Boss

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

Field Created

Field Updated

Group Deleted

Mailing Finished

Member Added to Group

Member Removed From Group

Member Updated

Mailing Forwarded

Mailing Shared

Member Unsubscribed

Add Member Order

Copy All the Members of One Group Into Another Group

Create Field

Create Segment

Create Group

Opt Out a Member's Status Based on Email Address

Remove a Member From One or More Groups

Update Member

Update Member Order

Get Members of a Group

Get Member by ID

Get Product

Lookup Product

Find or Create Member

New Appointment

Deal Stage Updated

Person Stage Updated

Add Collaborators

Apply an Action Plan to a Contact

Create or Update Contact Without Triggering Action Plans

Create Note

Log Call

Reassign Agent

API Request (Beta)

Field Deleted

Group Created

Group Updated

New Member Added

Member Deleted

Member Status Updated

Mailing Clicked

Mailing Opened

Mailing Share Clicked

Specific Member Opened a Mailing

Add Member to Group

Create Event

Create or Update Product

Forward Mailing

Create Member

Remove Member From Group

Update Group

Update a Member's Field Information

Get Groups to Which a Member Belongs

Get List of Members Whom Was Sent a Mailing

Get List of Optouts for Specific Mailing

Get Response Summary for a Mailing by ID

Get Member by Email

Find Member by Email or Create Member

New Deal

New Contact

Tag Added to Contact

Add Tags to a Contact

Change Stage of a Contact

Create Deal

Create Task

Pause an Action Plan for a Contact

New Inquiry or Website Event

Find a Contact

About Emma

Related categories

Similar apps

Mailchimp

AWeber

Campaign Monitor

About Follow Up Boss

Related categories

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Zapier Interfaces