How to connect Follow Up Boss + Calendly
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New Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItPipeline name
The pipeline this should trigger on. (optional)
Stage name
The stage this should trigger on. (optional)
Try ItStage name
The stage this should trigger on. (optional)
Try ItContact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
Team Member(s)
New Deal
Fires when a new deal is created in Follow Up Boss.
Try ItNew Contact
Fires when a new contact is created in Follow Up Boss.
Try ItTag nameRequired
The tag this should trigger on.
Try ItContact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
Tag(s)Required
Tag(s) to add to a contact (separate multiple with a comma)
How Follow Up Boss + Calendly Integrations Work
- Step 1: Authenticate Follow Up Boss and Calendly.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
Calendly Tutorials
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