The Follow Up Boss (FUB) Actions feature allows you to automatically trigger actions inside Mailbox Power based on specific events that occur in your Follow Up Boss account.
This means you can instantly start automations, add contacts to groups, or add tags when a contact’s information changes in FUB — without any manual steps or third-party tools.
What You Can Automate
Mailbox Power currently supports three types of Follow Up Boss triggers:
1. Tag Added
This trigger runs whenever a contact receives a new tag in Follow Up Boss.
Common uses:
Add new leads to a welcome sequence
Send onboarding materials when a tag like “Active Client” is applied
Add contacts to a birthday or holiday group when you tag them accordingly
2. Deal Stage Updated
This trigger runs whenever a contact (or deal) is moved into a specific deal stage within Follow Up Boss.
Supported stages include:
Lead, Hot Prospect, Nurture, Active Client, Pending, Closed, Past Client, Sphere, Trash, Unresponsive
Common uses:
Send a personalized gift when a deal moves to Active Client
Kick off a post-closing campaign when a deal becomes Closed
Add clients to long-term nurturing when moved to Past Client
3. QR Code Scan
This trigger runs when someone scans a QR code created in Mailbox Power and that scan is associated with a contact in Follow Up Boss.
Common uses:
Tag contacts who engage with your print campaigns
Trigger follow-up emails or automations in FUB
Identify which contacts respond to mailers in real time
Available Mailbox Power Actions
Once a trigger fires, you can choose the action Mailbox Power should take:
1. Add to Contact Group
Automatically add the contact to one of your existing Mailbox Power groups.
Example:
When deal stage becomes Active Client → Add to Active Clients group.
2. Add to Automation
Start any Mailbox Power automation for that contact.
Example:
Tag added “New Lead” → Start Welcome Series automation.
3. Add Tag in FUB (QR only)
If the action is based on a QR scan, you can add a tag back into Follow Up Boss for tracking or follow-up.
Example:
QR code scanned → Add tag MailboxPower-QR-Scan in FUB.
How to Create a FUB Action
Follow these steps to create an automated rule:
Step 1: Go to Follow Up Boss Integration
Log in to Mailbox Power.
Go to Integrations → Follow Up Boss
Scroll to FUB Actions
Click Create New Action
Step 2: Choose a Trigger
Select which Follow Up Boss event should start the automation:
Tag
Deal Stage
QR Code Scan
Depending on your choice:
Tag requires you to type the tag name exactly as it appears in FUB
Deal Stage requires selecting the stage from the dropdown
QR Code Scan requires entering the FUB tag to apply when scanned
Step 3: Choose Your Action
Pick what Mailbox Power should do when the trigger fires:
Add to Contact Group
Add to Automation
(For QR scans) Add Tag in FUB
If applicable, choose:
The specific contact group
The specific automation
The tag to apply
Step 4: Save Your Action
Click Save Action.
Your new rule will now appear under Your FUB Actions, where you can:
See all existing rules
Edit or delete them
Search through actions
Your automation is now live.
Examples
Example 1 — Add Active Clients to a Group
Trigger: Deal Stage → Active Client
Action: Add to Contact Group → Active Clients
Use case: Automatically keep your client list up to date.
Example 2 — Start a Welcome Automation
Trigger: Tag → New Lead
Action: Add to Automation → Welcome Series
Use case: Make first contact without manual steps.
Example 3 — Track Engagement from Mailers
Trigger: QR Code Scan
Action: Add Tag in FUB → Mailer-QR-Scanned
Use case: Know exactly who engaged with your direct mail and follow up instantly.
Best Practices
Use Exact Tag Names
Tags must match exactly (case sensitive) to ensure the trigger fires.
Test with Your Own Contact
Add a test tag or move your test contact through stages to ensure your automation is working.
Avoid Overlapping Triggers
If two actions use the same trigger, both will fire. This is powerful — but be intentional.
Use QR Codes for Attribution
QR code scans give you real-time insight into who is responding to your mailers — extremely helpful for tracking ROI.
Need More Help?
If you run into issues or have questions about advanced workflows, contact our support team at help@mailboxpower.com or use the chat icon in the bottom-right corner of your account.