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.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Apply an Action Plan to a Contact
Applies a selected action plan to a contact.
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Event Canceled
Triggers when an event is canceled.
Try ItFree Plan Copy
Webhook subscription scopeRequired
Event Type
Try ItRouting Form
Try ItEvent NameRequired
Host UserRequired
Co-hosts
Duration (in minutes)Required
Time Zone
Start DateRequired
End DateRequired
Location Kind
Location
Additional Location Info
Free Plan Copy
Webhook subscription scopeRequired
Try ItFree Plan Copy
Webhook subscription scopeRequired
Try ItEvent UUIDRequired
Reason
Event TypeRequired
Start TimeRequired
Invitee EmailRequired
Invitee Full Name
Invitee First Name
Invitee Last Name
Invitee TimezoneRequired
Location Type
Text Reminder Phone Number
Event Guests
Questions
Answers
Enable Invitee Tracking
