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Calendly + Follow Up Boss

Apply an action plan to new contacts in Follow Up Boss when invitees are created in Calendly

Streamline your meeting follow-ups with this workflow. When a new invitee is created in Calendly, it immediately applies an action plan to that contact in Follow Up Boss. This takes away the need for manual data entry, ensuring your contacts are efficiently managed and all actions are captured in real-time. Perfect for those who want to nurture relationships and stay on top of tasks effortlessly.

Streamline your meeting follow-ups with this workflow. When a new invitee is created in Calendly, it immediately applies an action plan to that contact in Follow Up Boss. This takes away the need for manual data entry, ensuring your contacts are efficiently managed and all actions are captured in real-time. Perfect for those who want to nurture relationships and stay on top of tasks effortlessly.

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

    TriggerInstant
  2. automatically do this!
    Follow Up BossFollow Up Boss
    Apply an Action Plan to a Contact

    Applies a selected action plan to a contact.

    ActionWrite
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Supported triggers and actions

    • Free Plan Copy

    • Webhook subscription scopeRequired

    • Event Type

    Trigger
    Instant
    Try It
    • Routing Form

    Trigger
    Instant
    Try It
    • Event NameRequired

    • Host UserRequired

    • Co-hosts

    • Duration (in minutes)Required

    • Time Zone

    • Start DateRequired

    • End DateRequired

    • Location Kind

    • Location

    • Additional Location Info

    Action
    Write
    • Free Plan Copy

    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
    • Free Plan Copy

    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
    • Event UUIDRequired

    • Reason

    Action
    Write
  • Calendly triggers, actions, and search

    Mark Invitee as No Show

    Marks a specific invitee as a no show.

    Action
    Write
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About Calendly

Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.

Related categories

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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.