Connect Savvycal and Follow Up Boss to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Savvycal
Choose an Action
Automatically do this!
List Contacts
Create Deal
Create Contact
Create Task
Add Note to Contact
Ready to use Savvycal and Follow Up Boss automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Deal Created
Triggers when new deal is created.
New Appointment Is Created
Runs when new appointment is created
New Contact Created
Runs when new contact is created
New Task Is Created
Runs when new task is created
Contact Is Updated
Runs when contact is updated
Do thisActions
Action is the task that follows automatically within your Savvycal integrations.
Get Account User
Get existing account user details
List My Events
Show events on your calendar
List Scheduling Links
Show all your scheduling links
List Time Zones
Show all available time zones
Cancel Event
Cancel a scheduled meeting
Create Personal Scheduling Link
Create your scheduling link
viaSocket Support
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Frequently Asked Questions
To start, connect both your Savvycal and Follow Up Boss accounts to viaSocket. Once connected, you can set up a workflow where an event in Savvycal triggers actions in Follow Up Boss (or vice versa).
Absolutely. You can customize how Savvycal 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 Savvycal 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 Savvycal 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 Savvycal
Savvycal is a scheduling tool designed to make it easy for users to find mutually agreeable times for meetings. It offers a user-friendly interface and integrates with various calendar systems to streamline the scheduling process.
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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