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...
Message Click
Triggers when a message 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?

New Field
Triggers when a new member field is created
Trigger
Instant
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Field Update
Triggers when a field is updated
Trigger
Instant
Try It
Group Delete
Triggers when a group is deleted
Trigger
Instant
Try It
Mailing Finish
Triggers when a mailing is finished
Trigger
Instant
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Member Add to Group
Triggers when a member is added to a group
Trigger
Instant
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Member Remove from Group
Triggers when a member is removed from a group
Trigger
Instant
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Member Update
Triggers when a member is updated
Trigger
Instant
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Message Forward
Triggers when a message is forwarded
Trigger
Instant
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Message Share
Triggers when a member shares a message
Trigger
Instant
Try It
New Unsubscriber
Triggers when a subscriber opts-out
Trigger
Instant
Try It
- Group NameRequired
Action
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
Try It
- 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 Delete
Triggers when a field is deleted
Trigger
Instant
Try It
New Group
Triggers when a new member group is created
Trigger
Instant
Try It
Group Update
Triggers when a group is updated
Trigger
Instant
Try It
New Subscriber
Triggers when a new subscriber is added
Trigger
Instant
Try It
Member Delete
Triggers when a member is deleted
Trigger
Instant
Try It
Member Status Update
Triggers when a member's status is updated
Trigger
Instant
Try It
Message Click
Triggers when a message is clicked
Trigger
Instant
Try It
Message Open
Triggers when a message is opened
Trigger
Instant
Try It
Message Share Click
Triggers when a member shares a link to a message and someone clicks on it
Trigger
Instant
Try It
- EmailRequired
- Event nameRequired
- DataRequired
Action
Write
- Group
- Field Change Autoresponders
- Signup ID
- EmailRequired
Action
Write
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

About Emma

Grow your business with smart, stylish email marketing campaigns from Emma.

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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.

Learn more Help

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

Emma + Follow Up Boss

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

New Field

Field Update

Group Delete

Mailing Finish

Member Add to Group

Member Remove from Group

Member Update

Message Forward

Message Share

New Unsubscriber

Create Group

New Appointment

Deal Stage Updated

Pipeline name

Stage name

Person Stage Updated

Stage name

Add Collaborators

Contact Phone, Email, or IDRequired

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

Field Delete

New Group

Group Update

New Subscriber

Member Delete

Member Status Update