Integrate Follow Up Boss with Office 365

Appy Pie Connect allows you to automate multiple workflows between Follow Up Boss and Office 365

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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 Office 365

Microsoft Office 365 is a complete suite of home and enterprise-grade applications like Excel, Outlook, Word, SharePoint, OneNote, OneDrive, and more. Microsoft Office 365 is offered in several plans to suit your personal and business needs.

Want to explore Follow Up Boss + Office 365 quick connects for faster integration? Here’s our list of the best Follow Up Boss + Office 365 quick connects.

Explore quick connects

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Connect Follow Up Boss + Office 365 in easier way

It's easy to connect Follow Up Boss + Office 365 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 Calendar

    Triggers once you add a new calendar.

  • New Contact

    Triggers when a new contact is added to your account

  • New Email

    Triggers when a new e-mail is received in your inbox.

  • New Event

    Triggers when a new event is created in your calendar.

  • Actions
  • Create Lead

    Create follow Up leads

  • Create Task

    Create Task in Follow Up Boss.

  • Create Contact

    Creates a new contact.

  • Create Event

    Create an event in the calendar of your choice.

  • Send Email

    Send an email from your Outlook account.

How Follow Up Boss & Office 365 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 Office 365 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 Office 365.

    (2 minutes)

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

Integration of Follow Up Boss and Office 365

In my previous article, I have discussed about Fplow Up Boss and Office 365. In this article, I will be discussing on how to integrate these two applications.

  • Connecting Fplow Up Boss and Office 365
  • Fplow Up Boss is a powerful top that enables users to manage their tasks and events in Outlook. It supports both Outlook Web Access (OWA. and Outlook 2016/2013/2010 in both 32-bit and 64-bit versions. With the integration of Fplow Up Boss with Office 365, it will provide the ability for users to sync their tasks and events to the cloud. To connect Fplow Up Boss with Office 365, users only need to go to Tops > Send to > Office 365. After the connection has been made, users can then choose to sync their tasks or their events. When syncing tasks from Fplow Up Boss, users need to make sure that they have synced all the tasks they want to send first. The task(s. will then be sent immediately to Office 365. Users can also choose to synchronize events in Fplow Up Boss with Office 365 to receive meeting invitations and reminders automatically. To do this, users need to set up the rules in Fplow Up Boss first so that it can sync them to Office 365 automatically when the rules are met. When syncing events from Fplow Up Boss, please make sure that the user has first created a rule in Fplow Up Boss before syncing them. This is because when users create the synchronization rules, Fplow Up Boss will generate the tasks automatically for them. When the task being created is a recurring event of the user, it will be sent to Office 365 as an event. However, if the task is not a recurring event of the user, it will be sent as a task and when it is completed, a new task will be created again.

  • Benefits of Integration of Fplow Up Boss and Office 365
  • The integration of Fplow Up Boss with Office 365 provides users with the ability to sync their tasks and events easily and quickly. Fplowing are some of the benefits of using Fplow Up Boss:

    • User does not need to check their emails every time they receive a new email. They just need to check their tasks in order to see if there are any urgent tasks that needs their attention.
    • Users do not need to create reminders by themselves anymore because they can sync their reminders from Fplow Up Boss into Office 365. This feature is especially useful for those who have multiple calendars in Outlook.
    • By having fplow up reminders in place, users are able to stay organized and achieve their work targets. It also helps them focus on important things so they can achieve more in their daily activities.

    To conclude, we have seen in this article that users can integrate Fplow Up Boss with Office 365 in different ways. Two of the most popular ways are through synchronization of tasks and events. For tasks, users need to fplow certain steps in order for them to be successfully synchronized into Office 365. For events, users need to first create a rule in Fplow Up Boss before they can synchronize them with Office 365. By using these two applications together, users can streamline their work processes so that they can always stay on top of their daily activities without forgetting anything important.

    See also:

    The process to integrate Fplow Up Boss and Office 365 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 November 09,2022 06:11 pm