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.
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
Microsoft Dynamics CRM + SlackSend new Microsoft Dynamics leads to a Slack channel Read More...
Microsoft Dynamics CRM + DataboxIncrease Databox counters with new contacts in Microsoft Dynamics 365 CRM Read More...
Microsoft Dynamics CRM + SendinblueTurn Microsoft Dynamics CRM contacts to SendinBlue contact Read More...
Autotask + Microsoft Dynamics CRMAdd every new Autotask account to Microsoft Dynamics CRM Read More...
Follow Up Boss + Google SheetsAdd New Rows on Google Sheets for Every New Contact on Follow Up Boss Read More...
It's easy to connect Microsoft Dynamics CRM + Follow Up Boss without coding knowledge. Start creating your own business flow.
Triggers when a new account is created.
Triggers when a new case is created.
Triggers when a new contact is created.
Triggers when a new invoice is created.
Triggers when a new lead is created.
Triggers every time a new appointment is created in Follow Up Boss.
Triggers every time a new contact is created in Follow Up Boss.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Creates a new Opportunity.
Create follow Up leads
Create Task in Follow Up Boss.
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 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.
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.
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.