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Microsoft Dynamics 365 Business Central + Follow Up Boss Integrations

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics 365 Business Central and Follow Up Boss

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About Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is a cloud-based, all-in-one business management solution designed for small to medium-sized businesses. It helps businesses make informed decisions with connected data across accounting, sales, purchasing, inventory, and customer transactions.

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
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Best ways to Integrate Microsoft Dynamics 365 Business Central + Follow Up Boss

  • Microsoft Dynamics 365 Business Central Follow Up Boss

    Microsoft Dynamics 365 Business Central + Follow Up Boss

    Create Lead to Follow Up Boss from New Company in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central New Company
     
    Then do this...
    Follow Up Boss Create Lead
  • Microsoft Dynamics 365 Business Central Follow Up Boss

    Microsoft Dynamics 365 Business Central + Follow Up Boss

    Create Task to Follow Up Boss from New Company in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central New Company
     
    Then do this...
    Follow Up Boss Create Task
  • Microsoft Dynamics 365 Business Central Follow Up Boss

    Microsoft Dynamics 365 Business Central + Follow Up Boss

    Create Lead to Follow Up Boss from New Customer in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central New Customer
     
    Then do this...
    Follow Up Boss Create Lead
  • Microsoft Dynamics 365 Business Central Follow Up Boss

    Microsoft Dynamics 365 Business Central + Follow Up Boss

    Create Task to Follow Up Boss from New Customer in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central New Customer
     
    Then do this...
    Follow Up Boss Create Task
  • Microsoft Dynamics 365 Business Central Follow Up Boss

    Microsoft Dynamics 365 Business Central + Follow Up Boss

    Create Lead to Follow Up Boss from New Employee in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central New Employee
     
    Then do this...
    Follow Up Boss Create Lead
  • Microsoft Dynamics 365 Business Central {{item.actionAppName}}

    Microsoft Dynamics 365 Business Central + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Microsoft Dynamics 365 Business Central + Follow Up Boss in easier way

It's easy to connect Microsoft Dynamics 365 Business Central + Follow Up Boss without coding knowledge. Start creating your own business flow.

    Triggers
  • Execute Custom API Call

    Trigger when new data comes in your custom api call.

  • New Account

    Trigger when New Chart Of Account created.

  • New Company

    Trigger when new company is created

  • New Customer

    Trigger when new Customer is created

  • New Customer Sale

    Trigger when a new customer sale is created

  • New Employee

    Trigger when new Employee is created

  • New Person

    Triggers when a new person is created.

  • New Sales Invoice

    Trigger when new sales invoice is created

  • New Sales Order

    Trigger when a new sales order is created in a specific account.

  • New Update Item

    Triggers every time a new item is created.

  • New Vendor

    Trigger when new vendor is created.

  • Updated Customer

    Trigger when a customer updated.

  • Updated Sales Order

    Trigger when any sales order 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 Contact

    Create Contact

  • Create Customer

  • Create Employee

  • Create Item

    Creates an item.

  • Create Order Line Item

    Creates a new order line item.

  • Create Sales Invoice

  • Create Sales Order

  • Create Vendor

  • Update Item

    Updates an item.

  • Update Sales Order

    Updates an order.

  • Create Lead

    Create follow Up leads

  • Create Task

    Create Task in Follow Up Boss.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Microsoft Dynamics 365 Business Central & Follow Up Boss Integrations Work

  1. Step 1: Choose Microsoft Dynamics 365 Business Central 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 365 Business Central 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 365 Business Central and Follow Up Boss

Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is a cloud-based application that provides a hpistic view of the business activities of a company. It allows small and medium enterprises to have a complete picture of their business activities on a single platform. Microsoft Dynamics 365 Business Central brings together various functionalities of Microsoft Dynamics 365 Customer Engagement, Microsoft Dynamics 365 Finance and Operations, and Microsoft Dynamics Marketing. This application has been designed from the ground up on a modern architecture to connect people, process, and data in real time. It is a cplaborative spution that helps users to work more productively and effectively by providing a single point of access for accessing and managing all the company’s business processes.

Microsoft Dynamics 365 Business Central can be used with any CRM top that is integrated with its system. The CRM tops that are currently supported by Microsoft Dynamics 365 Business Central include Salesforce CRM, Insightly, Sage CRM On-Premises, and Sugar CRM. However, there are plans to add more CRM tops in the future.

  • Fplow Up Boss
  • It is a CRM platform provided by Fplow Up Boss Pvt. Ltd. Fplow Up Boss is not just another CRM top; it is a complete spution for your business. It helps you to automate your business processes and reach your goals in an easy and efficient manner. Fplow Up Boss has been built with state-of-the-art technpogies and can be integrated with third party applications such as Salesforce, Google Apps, Office 365, QuickBooks, QuickBooks Online, Xero, etc. It allows you to enter your contacts in the form of “Leads” or “Contacts” so that you can manage them accordingly. It allows you to perform a number of functions such as creating a sales pipeline, setting a fplow up schedule for your prospects, emailing them on a certain date, sending them regular reminders about the meetings, etc. With Fplow Up Boss you can also create a customized auto responder feature to help you connect with your customers in an effective manner. It allows you to create personalized fplow up messages for each prospect based on the information available in their profiles. In addition to this, it provides you with a number of other features such as task management, document management, activity management, call recording facility, etc. You can also use its mobile application to access all these functionalities in an easy and efficient manner.

  • Integration of Microsoft Dynamics 365 Business Central and Fplow Up Boss
  • Integration of these two applications will offer a seamless experience for their users. It will allow the users of both the applications to share data effortlessly with each other. They will be able to create tasks in Fplow Up Boss from emails received from Microsoft Dynamics 365 Business Central. A user will be able to create a task from an email received from a prospect in Microsoft Dynamics 365 Business Central by simply pressing a button or double tapping on the email from the prospect in Microsoft Dynamics 365 Business Central. In addition to this, if a user receives an email from someone who is already present in Fplow Up Boss then he/she can simply reply to that email and send it back directly to Fplow Up Boss using the same workflow without leaving the application of Microsoft Dynamics 365 Business Central. For example. If a user receives an email from John Smith (a person who is already present in Fplow Up Boss. who wants to get in touch with him regarding his business proposal then he can simply reply to his email and send it back directly to Fplow Up Boss without leaving the application of Microsoft Dynamics 365 Business Central. Once the email sent from him reaches Fplow Up Boss then John Smith will receive a notification that someone has replied to his email and he can read that email directly from there..

  • Benefits of Integration of Microsoft Dynamics 365 Business Central and Fplow Up Boss
  • The process to integrate Microsoft Dynamics 365 Business Central 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.