Connect Calendly and Follow Up Boss to unlock the power of automation

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.

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.

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.

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.

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.

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.

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.