Integrate Follow Up Boss with Microsoft Dynamics CRM

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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.

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.

Want to explore Follow Up Boss + Microsoft Dynamics CRM quick connects for faster integration? Here’s our list of the best Follow Up Boss + Microsoft Dynamics CRM quick connects.

Explore quick connects

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Connect Follow Up Boss + Microsoft Dynamics CRM in easier way

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

  • Triggers
  • 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.

  • 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.

  • Actions
  • Create Lead

    Create follow Up leads

  • Create Task

    Create Task in Follow Up Boss.

  • 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

How Follow Up Boss & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose Follow Up Boss 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 Microsoft Dynamics CRM 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 Follow Up Boss to Microsoft Dynamics CRM.

    (2 minutes)

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

Integration of Follow Up Boss and Microsoft Dynamics CRM

  • Fplow Up Boss?
  • Fplow Up Boss is a software application used by sales people to schedule fplow up appointments with clients. It was developed as an answer to the needs of business people who want to keep in touch with their customers and maintain a quality relationship that will lead to more sales. This software has been designed to make it easy for users to schedule meetings with clients, record details of each meeting, and, most importantly, fplow up on every appointment.

    Fplow Up Boss can be integrated with Microsoft Dynamics CRM which gives users the opportunity to add important information about their clients, such as names and addresses, when creating new records in the CRM system (Microsoft. This makes it easier for users to create new contacts in the CRM system. The integration also allows users to send appointment reminders and view contact information from the “Activity History” page when they use Fplow Up Boss (Microsoft.

  • Microsoft Dynamics CRM?
  • Microsoft Dynamics CRM is a customer relationship management top that helps companies increase the productivity of their sales team through automation. It can help sales teams identify prospects and manage customer relationships. Sales representatives can use the CRM system to share information with other staff members and cplaborate on sales activities.

    The CRM system is designed to help businesses automate routine tasks, such as scheduling meetings with clients, sending emails, and updating contact details. It is also capable of managing changes in customer behavior. For example, if a client becomes more active, the CRM system will suggest adding contacts or starting conversations with them (Microsoft.

  • Integration of Fplow Up Boss and Microsoft Dynamics CRM
  • Fplow Up Boss enables users to import contacts saved in Microsoft Dynamics CRM into the software program. This allows them to organize their data better. Users then have the option of exporting their contact information at any time. They can choose to export the information as a CSV file or as an Excel spreadsheet. This ensures that users do not lose valuable contact data if they decide to switch from Fplow Up Boss to another software program.

    Fplow Up Boss also allows users to monitor recorded appointments using Microsoft Dynamics CRM. They can open an existing case when they receive a fplow-up email from a customer or when they receive a reminder from the software program. They can then add notes about what happened during the appointment and what action they took next. The “Activity History” page in CRM will also allow users to view the information they added when they used Fplow Up Boss (Microsoft.

  • Benefits of Integration of Fplow Up Boss and Microsoft Dynamics CRM
  • Integration between Fplow Up Boss and Microsoft Dynamics CRM has many benefits for both sales representatives and businesses. Once Fplow Up Boss has been integrated with Microsoft Dynamics CRM, it becomes easier for users to set up meetings with clients and ensure that there is no duplication of data between the two programs. It also becomes easier for businesses to manage their customers. If a customer sends an email to a sales representative using Fplow Up Boss, he or she can simply open the email in Microsoft Dynamics CRM and know exactly what it refers to, making it easier for them to provide an appropriate response. In addition, it becomes easier for staff members to use both programs because they are all connected under one platform. This saves time because users do not have to log into separate programs in order to access data about their clients (Microsoft.

    The process to integrate Fplow Up Boss and MailerLite 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.

    Page reviewed by: Abhinav Girdhar  | Last Updated on March 14,2023 02:59 pm