Connect CalendarHero and Follow Up Boss to Build Intelligent Automations
Choose a Trigger
When this happens...
Meeting Request Becomes Event
Meeting Request Cancelled
New Contact Is Added
New Meeting Request Is Created
Meeting Request Expires
Choose an Action
Automatically do this!
List Contacts
Create Deal
Create Contact
Create Task
Add Note to Contact
Ready to use CalendarHero and Follow Up Boss automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Meeting Request Becomes Event
Runs when Meeting Request Becomes Event
Meeting Request Cancelled
Runs when a meeting request is cancelled
New Contact Is Added
Runs when New Contact Is Added
New Meeting Request Is Created
Runs when new meeting request is created
Meeting Request Expires
Runs when meeting request expires
New Deal Created
Triggers when new deal is created.
Do thisActions
Action is the task that follows automatically within your CalendarHero integrations.
Create Contact
Create a Contact.
List Contacts
Retrieve a list of contacts to review or act on leads. Use optional filters (name, email, phone, last-activity date range, tags, assigned agent, stage, source, contacted status, price), plus sorting, paging, and options to include trashed or unclaimed contacts.
Create Deal
Add a new deal to track a transaction and assign people or agents.
Create Contact
Create a new contact with name, emails, phones, address, tags, assigned agent, custom fields, and optional deduplication.
Create Task
Create a follow-up task for an existing contact; set assignee, due date/time, and an optional reminder.
Add Note to Contact
Add a note to a contact by email or name. Optionally include a subject and a plain-text or HTML body.
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Frequently Asked Questions
To start, connect both your CalendarHero and Follow Up Boss accounts to viaSocket. Once connected, you can set up a workflow where an event in CalendarHero triggers actions in Follow Up Boss (or vice versa).
Absolutely. You can customize how CalendarHero data is recorded in Follow Up Boss. This includes choosing which data fields go into which fields of Follow Up Boss, setting up custom formats, and filtering out unwanted information.
The data sync between CalendarHero and Follow Up Boss typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between CalendarHero and Follow Up Boss. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About CalendarHero
CalendarHero is a powerful tool designed to streamline scheduling and calendar management, making it easier to organize meetings and appointments efficiently.
Learn MoreAbout 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.
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