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Calendly + Follow Up Boss

Create new deals in Follow Up Boss for new invitees in Calendly

When a new invitee is added in your Calendly system, this workflow efficiently steps in to form a new deal in Follow Up Boss. This can aid in streamlining your sales process by rapidly converting meeting invites into potential leads. Enhance your productivity by leveraging this seamless integration between Calendly and Follow Up Boss.

When a new invitee is added in your Calendly system, this workflow efficiently steps in to form a new deal in Follow Up Boss. This can aid in streamlining your sales process by rapidly converting meeting invites into potential leads. Enhance your productivity by leveraging this seamless integration between Calendly and Follow Up Boss.

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

    TriggerInstant
  2. automatically do this!
    Follow Up BossFollow Up Boss
    Create Deal

    Creates a deal on a contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Webhook subscription scopeRequired

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

    New Appointment

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

    Trigger
    Instant
    Try It
    • Pipeline name

    • Stage name

    Trigger
    Instant
    Try It
    • Stage name

    Trigger
    Instant
    Try It
    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
  • 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
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    • Tag nameRequired

    Trigger
    Instant
    Try It
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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
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.

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