Follow Up Boss + Mailchimp
Create notes in Follow Up Boss when new links are clicked in Mailchimp
Easily keep track of customer engagements with this workflow. When your contact clicks a link in your Mailchimp campaign, a note will be instantly created in Follow Up Boss. This allows you to effortlessly monitor interactions and tailor your follow-up strategy accordingly, providing a streamlined and effective communication approach.
Easily keep track of customer engagements with this workflow. When your contact clicks a link in your Mailchimp campaign, a note will be instantly created in Follow Up Boss. This allows you to effortlessly monitor interactions and tailor your follow-up strategy accordingly, providing a streamlined and effective communication approach.
- When this happens...
Link ClickedTriggers when a recipient clicks a pre-specified link in your campaign.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create NoteCreates a note on a contact
ActionWriteCreate a new record or update an existing record in your app.
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Audience
LinkRequired
Track all links clicks
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planAudienceRequired
Segment or TagRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planAudienceRequired
Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
Tag nameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
CompanyRequired
Address 1Required
Address 2
CityRequired
StateRequired
ZipRequired
CountryRequired
Phone
Permission ReminderRequired
Email Type OptionRequired
From NameRequired
From EmailRequired
SubjectRequired
LanguageRequired
Notify On Subscribe
Notify On Unsubscribe
Double Optin
Marketing Permissions
Use Archive Bar
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
Email AddressRequired
Deletion Info
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
TagRequired
Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
Email AddressRequired
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.StoreRequired
Email AddressRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearchRequired
Audience
ActionThis is an event a Zap performs.SearchFind existing data in your appAudienceRequired
Tag nameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Pipeline name
Stage name
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Phone, Email, or IDRequired
Team Member(s)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
Action PlanRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
MessageRequired
Subject
Message is HTML
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
Phone NumberRequired
TypeRequired
Note
Call Duration
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
Team MemberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Audience
Trigger each time a subscriber opens an email
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Audience
Triggers when a new audience is added to your MailChimp accounts.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planAudienceRequired
Note About Samples
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AudienceRequired
Note About Samples
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Campaign Name
AudienceRequired
Segment or Tag
Email SubjectRequired
Preview Text
From NameRequired
From Email AddressRequired
To Name
Content Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
Email AddressRequired
Custom Event NameRequired
Properties
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
Subscriber EmailRequired
New Email
StatusRequired
Double Opt-In
Update Existing
Replace Groups
Groups
Language Code
Tag(s)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
Email AddressRequired
Delete Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
TagRequired
Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAudienceRequired
Tag nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
Campaign Name
AudienceRequired
Segment or Tag
Email SubjectRequired
Preview Text
From NameRequired
From Email AddressRequired
To Name
Content Type
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearchRequired
Audience
AudienceRequired
Subscriber EmailRequired
New Email
StatusRequired
Double Opt-In
Update Existing
Replace Groups
Groups
Language Code
Tag(s)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Deal
Fires when a new deal is created in Follow Up Boss.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Fires when a new contact is created in Follow Up Boss.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Phone, Email, or IDRequired
Tag(s)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
StageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
NameRequired
PipelineRequired
StageRequired
Team Member(s)Required
Description
Price
Commission
Projected Close Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
NameRequired
TypeRequired
Assigned ToRequired
Due
Is Completed
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
Action PlanRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Follow Up Boss
Related categories
About Mailchimp
Related categories
Related Zap Templates
- Add new Follow Up Boss contacts to Mailchimp
- Add new Follow Up Boss contacts for new Mailchimp subscribers
- Add Mailchimp subscribers from new Follow Up Boss tags.
- Update Follow Up Boss contacts with new Mailchimp subscribers
- Create new inquiries or website events in Follow Up Boss for new Mailchimp subscribers
- Add tags to Follow Up Boss contacts for new Mailchimp subscribers in segment or tag
- Create or update Follow Up Boss contacts when new Mailchimp subscribers join a segment or tag
- Add tags to Follow Up Boss contacts when new Mailchimp unsubscribers are detected
- Add new Mailchimp subscribers to Follow Up Boss and apply action plans to contacts
- Update Follow Up Boss contacts when Mailchimp subscribers change
- Create or update Follow Up Boss contacts from new or updated Mailchimp subscribers
- Create Follow Up Boss inquiries or website events from new Mailchimp unsubscribers
- Create notes in Follow Up Boss for new or updated Mailchimp subscribers
- Add new Mailchimp subscribers to Follow Up Boss as contacts without triggering action plans
- Add new Follow Up Boss contacts to Mailchimp as tagged subscribers
- Create new inquiries or website events in Follow Up Boss when new subscribers join a segment or tag in Mailchimp
- Add subscribers to Mailchimp tags when new tags are added to contacts in Follow Up Boss
- Add tags to Follow Up Boss contacts when Mailchimp links are clicked
- Update Mailchimp tags when person stages change in Follow Up Boss
- Create tasks in Follow Up Boss for newly opened emails in Mailchimp
- Update Follow Up Boss contact stage when new Mailchimp subscribers join a segment or tag
- Tag new Follow Up Boss contacts when emails are opened in Mailchimp
- Unsubscribe emails in Mailchimp when new tags are added to contacts in Follow Up Boss
- Create notes in Follow Up Boss for new subscribers in Mailchimp segments or tags
- Apply an action plan to new Mailchimp subscribers in Follow Up Boss
- Add new Mailchimp subscribers to Follow Up Boss as collaborators
- Create notes in Follow Up Boss for new campaigns in Mailchimp
- Update Mailchimp subscribers when stages are updated in Follow Up Boss
- Create new inquiries or website events in Follow Up Boss for new or updated subscribers in Mailchimp
- Create notes in Follow Up Boss when new emails are opened in Mailchimp
- Manage new Mailchimp unsubscribers by updating contacts in Follow Up Boss without triggering action plans
- Tag new Mailchimp subscribers in Follow Up Boss contacts
- Create or update Follow Up Boss contacts when new audiences are added in Mailchimp
- Tag new or updated Mailchimp subscribers in Follow Up Boss contacts
- Archive Mailchimp subscribers when new tags are added to Follow Up Boss contacts
- Archive Mailchimp subscribers when stages are updated in Follow Up Boss
- Update Mailchimp emails to unsubscribe when person stages are updated in Follow Up Boss
- Create tasks in Follow Up Boss for new Mailchimp subscribers in segments or tags
- Send campaigns in Mailchimp for new deals in Follow Up Boss
- Create new Follow Up Boss inquiries or website events from new Mailchimp campaigns
- Update Mailchimp subscribers with tags when person stages are updated in Follow Up Boss
- Create or update Follow Up Boss contacts when new Mailchimp emails are opened
- Add new Follow Up Boss collaborators whenever new audiences are created in Mailchimp
- Create new Mailchimp audiences when tags are added to contacts in Follow Up Boss
- Create notes in Follow Up Boss for new Mailchimp subscribers
- Change stage of contacts in Follow Up Boss when new unsubscribers appear in Mailchimp
- Archive subscribers in Mailchimp when new contacts are added in Follow Up Boss
Related Zap Templates
- Add new Follow Up Boss contacts to Mailchimp
- Update Follow Up Boss contacts with new Mailchimp subscribers
- Create or update Follow Up Boss contacts when new Mailchimp subscribers join a segment or tag
- Update Follow Up Boss contacts when Mailchimp subscribers change
- Create notes in Follow Up Boss for new or updated Mailchimp subscribers
- Create new inquiries or website events in Follow Up Boss when new subscribers join a segment or tag in Mailchimp
- Update Mailchimp tags when person stages change in Follow Up Boss
- Tag new Follow Up Boss contacts when emails are opened in Mailchimp
- Apply an action plan to new Mailchimp subscribers in Follow Up Boss
- Update Mailchimp subscribers when stages are updated in Follow Up Boss
- Manage new Mailchimp unsubscribers by updating contacts in Follow Up Boss without triggering action plans
- Tag new or updated Mailchimp subscribers in Follow Up Boss contacts
- Update Mailchimp emails to unsubscribe when person stages are updated in Follow Up Boss
- Create new Follow Up Boss inquiries or website events from new Mailchimp campaigns
- Add new Follow Up Boss collaborators whenever new audiences are created in Mailchimp
- Change stage of contacts in Follow Up Boss when new unsubscribers appear in Mailchimp
- Add new Follow Up Boss contacts for new Mailchimp subscribers
- Create new inquiries or website events in Follow Up Boss for new Mailchimp subscribers
- Add tags to Follow Up Boss contacts when new Mailchimp unsubscribers are detected
- Create or update Follow Up Boss contacts from new or updated Mailchimp subscribers
- Add new Mailchimp subscribers to Follow Up Boss as contacts without triggering action plans
- Add subscribers to Mailchimp tags when new tags are added to contacts in Follow Up Boss
- Create tasks in Follow Up Boss for newly opened emails in Mailchimp
- Unsubscribe emails in Mailchimp when new tags are added to contacts in Follow Up Boss
- Add new Mailchimp subscribers to Follow Up Boss as collaborators
- Create new inquiries or website events in Follow Up Boss for new or updated subscribers in Mailchimp
- Tag new Mailchimp subscribers in Follow Up Boss contacts
- Archive Mailchimp subscribers when new tags are added to Follow Up Boss contacts
- Create tasks in Follow Up Boss for new Mailchimp subscribers in segments or tags
- Update Mailchimp subscribers with tags when person stages are updated in Follow Up Boss
- Create new Mailchimp audiences when tags are added to contacts in Follow Up Boss
- Archive subscribers in Mailchimp when new contacts are added in Follow Up Boss
- Add Mailchimp subscribers from new Follow Up Boss tags.
- Add tags to Follow Up Boss contacts for new Mailchimp subscribers in segment or tag
- Add new Mailchimp subscribers to Follow Up Boss and apply action plans to contacts
- Create Follow Up Boss inquiries or website events from new Mailchimp unsubscribers
- Add new Follow Up Boss contacts to Mailchimp as tagged subscribers
- Add tags to Follow Up Boss contacts when Mailchimp links are clicked
- Update Follow Up Boss contact stage when new Mailchimp subscribers join a segment or tag
- Create notes in Follow Up Boss for new subscribers in Mailchimp segments or tags
- Create notes in Follow Up Boss for new campaigns in Mailchimp
- Create notes in Follow Up Boss when new emails are opened in Mailchimp
- Create or update Follow Up Boss contacts when new audiences are added in Mailchimp
- Archive Mailchimp subscribers when stages are updated in Follow Up Boss
- Send campaigns in Mailchimp for new deals in Follow Up Boss
- Create or update Follow Up Boss contacts when new Mailchimp emails are opened
- Create notes in Follow Up Boss for new Mailchimp subscribers