Follow Up Boss + Calendly Integrations

How to connect Follow Up Boss + Calendly

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Popular Follow Up Boss + Calendly workflows

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Create or update contacts without triggering action plans in Follow Up Boss from Calendly invitees
Calendly + Follow Up Boss
More details
When this happens
Step 1: Invitee Created
Then do this
Step 2: Create or Update Contact Without Triggering Action Plans
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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
Calendly + Follow Up Boss

Supported triggers and actions

What does this mean?

New Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
Instant
New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
Deal Stage Updated
Fires when the stage of a deal is updated in Follow Up Boss.
Trigger
Instant
New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
Person Stage Updated
Fires when a contact's stage is updated in Follow Up Boss.
Trigger
Instant

Tag Added to Contact
Fires when a tag is added to a contact in Follow Up Boss.
Trigger
Instant
Add Collaborators
Adds selected users as collaborated on a given contact.
Action
Write

Add Tags to a Contact
Adds tags to a contact.
Action
Write

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.

Connect apps

Connect Follow Up Boss + Calendly

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.

Learn More

Related categories

CRM (Customer Relationship Management)

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 More