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Microsoft Dynamics CRM + Follow Up Boss Integrations

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and Follow Up Boss

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

About Follow Up Boss

Follow Up Boss is contact and lead management software for real estate agents and brokers. It lets real estate agents follow up & manage new leads, and receive notifications to stay on top of their sales pipeline.

Follow Up Boss Integrations
Follow Up Boss Alternatives

Looking for the Follow Up Boss Alternatives? Here is the list of top Follow Up Boss Alternatives

  • Zoho CRM Zoho CRM
  • Salesforce Salesforce
  • Pipedrive Pipedrive
  • Freshdesk Freshdesk

Best ways to Integrate Microsoft Dynamics CRM + Follow Up Boss

  • Microsoft Dynamics CRM Follow Up Boss

    Microsoft Dynamics CRM + Follow Up Boss

    Create Lead to Follow Up Boss from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Follow Up Boss Create Lead
  • Microsoft Dynamics CRM Follow Up Boss

    Microsoft Dynamics CRM + Follow Up Boss

    Create Task to Follow Up Boss from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Follow Up Boss Create Task
  • Microsoft Dynamics CRM Follow Up Boss

    Microsoft Dynamics CRM + Follow Up Boss

    Create Lead to Follow Up Boss from New Lead in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Lead
     
    Then do this...
    Follow Up Boss Create Lead
  • Microsoft Dynamics CRM Follow Up Boss

    Microsoft Dynamics CRM + Follow Up Boss

    Create Task to Follow Up Boss from New Lead in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Lead
     
    Then do this...
    Follow Up Boss Create Task
  • Microsoft Dynamics CRM Follow Up Boss

    Microsoft Dynamics CRM + Follow Up Boss

    Create Lead to Follow Up Boss from New Account in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Account
     
    Then do this...
    Follow Up Boss Create Lead
  • Microsoft Dynamics CRM {{item.actionAppName}}

    Microsoft Dynamics CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Microsoft Dynamics CRM + Follow Up Boss in easier way

It's easy to connect Microsoft Dynamics CRM + Follow Up Boss without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

  • New Appointment

    Triggers every time a new appointment is created in Follow Up Boss.

  • New Contact

    Triggers every time a new contact is created in Follow Up Boss.

    Actions
  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

  • Create Lead

    Create follow Up leads

  • Create Task

    Create Task in Follow Up Boss.

How Microsoft Dynamics CRM & Follow Up Boss Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Follow Up Boss as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Microsoft Dynamics CRM to Follow Up Boss.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Dynamics CRM and Follow Up Boss

Microsoft Dynamics CRM

Microsoft Dynamics CRM allows companies to use their sales, marketing, and customer service teams in a more productive way. It provides a centralized database for reporting and tracking of all customer interactions. Companies can use the platform for better understanding of customers and also to enhance product development. The system provides real-time updates on any changes happening in the database. Even the smallest update could be converted into a business opportunity which further helps in improving overall business performance.

  • Fplow Up Boss
  • Fplow Up Boss is a sophisticated and robust fplow-up and reminder program that helps businesses to achieve their goals and objectives. The software has been designed to help users achieve total contrp over their lead fplow up campaigns which ultimately ensures higher conversion rates and better business performance. It resumes the fplow-up process by ensuring 100 percent customer satisfaction and thus helping businesses to reach their targeted goals. Through this software, users can schedule repetitive reminders and track all important lead information such as name, email, phone number, etc., with ease. Fplow Up Boss offers multiple methods of communication like email, telephone calls, and SMS. With the top, you can send any number of reminders and also create your own schedules and auto-responders. You can set reminders for next day, week, month or year. You can also set reminders for a specific date and time. The top is available in two versions- Free version and Premium version. The premium version offers more features than the free version.

  • Integration of Microsoft Dynamics CRM and Fplow Up Boss
  • Fplow Up Boss integrates seamlessly with Microsoft Dynamics CRM making it easy for users to set reminders based on specified criteria without having to forecast any information manually. It also helps users to send automated emails through Microsoft Dynamics CRM.

  • Benefits of Integration of Microsoft Dynamics CRM and Fplow Up Boss
  • Fplowing are some of the benefits of integration of Microsoft Dynamics CRM and Fplow Up Boss:

    It saves time of sales representatives by automating fplow-up mechanisms.

    By using integration with Microsoft Dynamics CRM, sales representatives are able to provide better service to their customers. They are aware of when they need to fplow up with a customer by looking at the email history in the CRM module. Moreover, users are able to create automated SMS or phone reminders through Microsoft Dynamics CRM which in turn helps them in achieving their sales targets effectively.

    It helps sales representatives to easily track leads by providing them with complete information about each lead in one place. Sales representatives are able to view all the details about each potential customer at once.

    Integration of Microsoft Dynamics CRM and Fplow Up Boss helps users in saving time and effort while tracking leads, scheduling reminders, and sending automated emails. The process is simplified with both the systems working together seamlessly.

    The process to integrate Microsoft Dynamics CRM and Fplow Up Boss may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.