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Set up your first integration
Quickly connect Calendly to Follow Up Boss with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Calendly with Follow Up Boss - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Event Canceled" from Calendly.
Add your action
An action happens after the trigger—such as "Add Collaborators" in Follow Up Boss.
You’re connected!
Zapier seamlessly connects Calendly and Follow Up Boss, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Event Canceled
Triggers when an event is canceled.
Try ItTriggerPolling - Free Plan Copy
- Webhook subscription scopeRequired
- Event Type
Try ItTriggerInstant- Routing Form
Try ItTriggerInstant- Event NameRequired
- Host UserRequired
- Co-hosts
- Duration (in minutes)Required
- Time Zone
- Start DateRequired
- End DateRequired
- Location Kind
- Location
- Additional Location Info
ActionWrite
- Free Plan Copy
- Webhook subscription scopeRequired
Try ItTriggerInstant- Free Plan Copy
- Webhook subscription scopeRequired
Try ItTriggerInstant- Event UUIDRequired
- Reason
ActionWrite- Mark Invitee as No Show
Marks a specific invitee as a no show.
ActionWrite
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Practical ways you can use Calendly and Follow Up Boss
Track client appointments in CRM
When a client schedules an event in Calendly, Zapier automatically creates a new contact in Follow Up Boss or updates an existing one. This helps business owners maintain an organized client database and track interactions effortlessly.
Business OwnerNotify marketing about scheduled leads
When a new event invitee schedules in Calendly, Zapier adds a note in Follow Up Boss. This gives marketing teams visibility into leads actively showing interest, enabling them to better align their campaigns.
Marketing & Marketing OpsUpdate deal stages for scheduling progress
When an invitee schedules an event in Calendly, Zapier updates the deal stage in Follow Up Boss. This ensures the sales pipeline reflects the latest engagement, helping sales operations teams monitor progress seamlessly.
Sales OpsLearn how to automate Calendly on the Zapier blog
Learn how to automate Follow Up Boss on the Zapier blog
Frequently Asked Questions about Calendly + Follow Up Boss integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Calendly and Follow Up Boss
How do I connect my Calendly to Follow Up Boss?
To connect Calendly to Follow Up Boss, you'll first need to set up both accounts and then utilize our integration feature. Start by creating a Zap via the 'Make a Zap!' button. Choose Calendly as the trigger app with 'Invitee Created' as the trigger event, then select Follow Up Boss as the action app and choose an action such as 'Create/Update Contact.' This will allow you to sync your scheduling and contacts seamlessly.
What triggers are available for the Calendly and Follow Up Boss integration?
In our integration, you can use triggers like 'Invitee Created' from Calendly. This means whenever someone schedules a meeting with you through Calendly, it can initiate an automatic action in Follow Up Boss.
Can I automatically add new Calendly invitees to my Follow Up Boss contacts?
Yes, you can automate this process by setting up a Zap where once a new invitee is created in Calendly, their information is automatically added or updated in your Follow Up Boss contact list.
Are there any actions that we can perform on Follow Up Boss when an event occurs in Calendly?
Yes, when an event occurs in Calendly such as an invitee being created, actions like 'Create/Update Contact', 'Add Note', or even sending a follow-up email to the contact can be triggered within Follow Up Boss.
Do I need any coding skills to integrate Calendly with Follow Up Boss using your service?
No coding skills are required. Our platform provides a user-friendly interface that allows you to set up automations between Calendly and Follow Up Boss through simple drop-down menus and step-by-step instructions.
What happens if I have multiple events scheduled on Calendly at the same time? Will they sync separately with Follow Up Boss?
Each event scheduled in Calendly will be treated independently by our integration. Even if multiple events occur simultaneously, our system ensures that each one triggers its own corresponding actions in Follow Up Boss without overlap or confusion.
How do I troubleshoot if my Calendar invites are not appearing in Follow Up Boss?
First, check your Zap configuration to ensure the trigger ('Invitee Created') and action ('Create/Update Contact') are properly set up. Ensure both accounts are connected correctly and authorized. Reviewing activity logs within our platform may also provide clarity on any issues occurring during syncing.
