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Calendly + Follow Up Boss

Reassign agents in Follow Up Boss when new invitees are created in Calendly

Boost your productivity and response times with this efficient process. When a new invitee is created in Calendly, it promptly reassigns an agent within Follow Up Boss. This facilitates regular communication with new invitees and effective lead management, ensuring no opportunities are missed.

Boost your productivity and response times with this efficient process. When a new invitee is created in Calendly, it promptly reassigns an agent within Follow Up Boss. This facilitates regular communication with new invitees and effective lead management, ensuring no opportunities are missed.

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

    TriggerInstant
  2. automatically do this!
    Follow Up BossFollow Up Boss
    Reassign Agent

    Assign a different agent to this contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
  • Calendly triggers, actions, and search

    Mark Invitee as No Show

    Marks a specific invitee as a no show.

    Action
    Write
  • Follow Up Boss triggers, actions, and search

    New Deal

    Fires when a new deal is created in Follow Up Boss.

    Trigger
    Instant
    Try It
  • Follow Up Boss triggers, actions, and search

    New Contact

    Fires when a new contact is created in Follow Up Boss.

    Trigger
    Instant
    Try It
calendly logo

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.
Learn moreHelp

Related categories

  • Scheduling & Booking
follow-up-boss logo

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.

Related categories

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