Follow Up Boss + Calendly Integrations
How to connect Follow Up Boss + Calendly
Zapier lets you send info between Follow Up Boss and Calendly automatically—no code required.
Popular Follow Up Boss + Calendly workflows
Create or update contacts without triggering action plans in Follow Up Boss from Calendly invitees
Create or update contacts without triggering action plans in Follow Up Boss from Calendly invitees
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New AppointmentFires when a new appointment is created in Follow Up Boss.Trigger- New DealFires when a new deal is created in Follow Up Boss.Trigger
- Deal Stage UpdatedFires when the stage of a deal is updated in Follow Up Boss.Trigger
- New ContactFires when a new contact is created in Follow Up Boss.Trigger
- Person Stage UpdatedFires when a contact's stage is updated in Follow Up Boss.Trigger
- Tag Added to ContactFires when a tag is added to a contact in Follow Up Boss.Trigger
- Add CollaboratorsAdds selected users as collaborated on a given contact.Action
- Add Tags to a ContactAdds tags to a contact.Action
- Follow Up Boss
Applies a selected action plan to a contact.
Scheduled
Action
- Follow Up Boss
Changes the stage of an existing contact.
Scheduled
Action
- Follow Up Boss
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
Scheduled
Action
- Follow Up Boss
Creates a deal on a contact.
Scheduled
Action
- Follow Up Boss
Creates a note on a contact
Scheduled
Action
- Follow Up Boss
Create a task for a contact.
Scheduled
Action
- Follow Up Boss
Logs a call on a contact.
Scheduled
Action
- Follow Up Boss
Pauses a selected action plan for a contact.
Scheduled
Action
- Follow Up Boss
Assign a different agent to this contact.
Scheduled
Action
- Follow Up Boss
Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.
Scheduled
Action
- Follow Up Boss
Search for a contact by email, phone number, or Follow Up Boss ID.
Scheduled
Action
- Calendly
Triggers when an invitee cancels a scheduled event.
Instant
Trigger
- Calendly
Triggers when an invitee schedules an event.
Instant
Trigger
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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