Follow Up Boss Calendar Integration Guide

What calendar apps does Follow Up Boss integrate with?

Follow Up Boss has native integration with Google Calendar. Agents who connect their Google account can create appointments within FUB that appear on their Google Calendar, and can see their FUB-logged events alongside other calendar items in Google's interface.

For Microsoft Outlook and Apple Calendar, the integration path is typically indirect — either through Zapier (which connects FUB to Outlook via automated workflows), through Calendly or a similar scheduling tool that syncs across calendar systems, or through calendar feed subscriptions depending on your team's specific setup. The Follow Up Boss marketplace at followupboss.com lists current integration partners; check there for the most up-to-date connector options as their ecosystem evolves.

How do you connect Google Calendar to Follow Up Boss?

1. In Follow Up Boss, open your account settings (your profile icon, top right).
2. Navigate to Integrations or Calendar in the settings menu.
3. Select Connect Google Calendar and authenticate with your Google account.
4. Choose which Google Calendar to sync — most agents use their primary calendar, though some prefer a dedicated "FUB Appointments" calendar to keep things separated.
5. Confirm the sync direction. FUB appointments created in the platform will push to Google Calendar. Depending on your FUB plan and settings, events in Google Calendar may also appear in FUB's agenda view.

Once connected, when you schedule a showing or callback appointment from a FUB contact record, the event is created in both systems simultaneously. The contact's timeline in FUB shows the appointment logged, and the event appears in Google Calendar with any notes you added.

What types of calendar events can you log in Follow Up Boss?

Follow Up Boss supports several event types that appear in the contact activity timeline:

• Appointments — scheduled meetings, showings, consultations, or open houses linked to a specific contact
• Tasks — to-dos assigned to an agent with a due date (these appear in FUB's task view but can also surface in calendar integrations)
• Calls — logged calls include a timestamp and notes; not typically calendar events but they appear in the contact timeline
• Action plan steps — time-based action plan steps create tasks that appear as calendar reminders when the integration is active

The distinction between appointments and tasks matters: appointments are two-sided (you're committed to being somewhere at a specific time), while tasks are internal reminders. Both benefit from calendar sync, but they function differently in the FUB workflow.

How do you use Calendly with Follow Up Boss?

Calendly is a popular scheduling tool that lets clients book appointments from your available time slots without back-and-forth email. Integrating Calendly with Follow Up Boss means that when a lead books a showing or consultation through your Calendly link, the appointment can be logged to their FUB contact record automatically.

The integration typically runs through Zapier or a native Calendly-to-FUB connector:

1. In Calendly, set up your event types (e.g., "Buyer Consultation — 30 min," "Showing Request — 1 hour").
2. Connect Calendly to Zapier. Create a Zap triggered by "Calendly: Invitee Created."
3. Set the Zap action to "Follow Up Boss: Create or Update Person" — this creates a FUB contact from the Calendly booking if one doesn't exist, or updates the existing contact if the email matches.
4. Add a second Zap action: "Follow Up Boss: Create Appointment" — logging the scheduled event to the contact's timeline with the date, time, and event type.
5. Optionally, trigger an action plan on the new or updated contact so follow-up materials are sent automatically before the appointment.

This workflow means every lead who books through your website or a Zillow inquiry form can self-schedule and automatically land in your FUB CRM with the appointment logged — no manual data entry required.

How do you handle showings and property tours in the FUB calendar?

Showings are the most time-sensitive appointments in a real estate workflow — they often need to be confirmed, rescheduled, or followed up on same-day. Best practices for managing showings through Follow Up Boss:

• Log every showing as an appointment on the contact record. Include the property address in the appointment title or notes field so it appears clearly in your Google Calendar view. Example: "Showing — 245 Oak Street — Johnson Family."
• Set a follow-up task 2 hours after the showing. FUB allows you to create tasks linked to a contact. A task triggered after a showing appointment — "Call to debrief on 245 Oak Street" — keeps the follow-up from slipping through the cracks on a busy showing day.
• Use action plan triggers after appointments. If you have a post-showing action plan (a text thanking them for their time, a follow-up email 24 hours later), trigger it manually from the contact record after logging the showing.
• Log showing notes immediately. The window right after a showing — before you're on to the next property — is when client feedback is freshest. Use FUB's mobile app to log a quick note on the contact: "Liked the layout, concerned about the kitchen. Wants to see more in the Riverside area."

Can you send calendar invites to clients from Follow Up Boss?

When you create an appointment in Follow Up Boss and have Google Calendar connected, the event syncs to your Google Calendar. From Google Calendar, you can then add the client as a guest on the event, which sends them a standard Google Calendar invite.

For a more seamless client experience, dedicated scheduling tools like Calendly or Acuity Scheduling send calendar invites automatically when a booking is made — the client gets an invite the moment they schedule, with no additional step required from the agent. These tools then feed the appointment into FUB via the Zapier workflow described above.

How does Follow Up Ace help with calendar and appointment management?

Follow Up Ace's AI layer can interact with FUB appointment data through natural language, reducing the friction of navigating the CRM to log or retrieve scheduled events:

• Log appointments via chat. Instead of navigating to a contact record, opening the appointment creator, and filling in the form, you can tell Follow Up Ace: "Schedule a buyer consultation with Mike Torres for Friday at 2pm" and the AI creates the appointment in Follow Up Boss for you.
• Check upcoming appointments. Ask "What appointments do I have with the Chen family?" and the AI searches the contact timeline and returns a summary of scheduled and past events.
• Add post-appointment notes. After a showing, tell Follow Up Ace "Log a note on the Peterson contact — showed 412 Maple, they loved the backyard but the commute is a concern, following up Friday." This logs to the contact record in FUB without switching contexts.

See the agentic tools page for the full range of CRM actions Follow Up Ace can take via natural language.

What are the most common Follow Up Boss calendar integration problems?

Agents setting up calendar integrations typically run into a few consistent issues:

Tips for teams using Follow Up Boss calendar across multiple agents

• Standardize appointment naming conventions. If every showing is titled "Showing — [Address] — [Client Name]" across the team, the team-level calendar view becomes navigable without opening individual contacts.
• Require appointment logging, not just task creation. Tasks remind the agent to do something; appointments create a commitment and appear in calendar views. For client-facing meetings, always log as an appointment, not just a task.
• Use a team Calendly with round-robin assignment. For inbound scheduling from website leads, a round-robin Calendly configuration distributes bookings across available agents automatically, then passes the appointment and contact into FUB via Zapier.
• Review appointment data monthly. FUB's reports can surface how many appointments were created and completed per agent, providing visibility into showing volume and consultation activity that activity notes alone don't capture.

For more on automating Follow Up Boss workflows, see mastering action plans for busy agents or learn how Zapier workflows extend Follow Up Boss beyond its native feature set.