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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

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

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Best Microsoft Dynamics CRM and Follow Up Boss Integrations

  • Microsoft Dynamics CRM Slack

    Microsoft Dynamics CRM + Slack

    Send new Microsoft Dynamics leads to a Slack channel Read More...
    When this happens...
    Microsoft Dynamics CRM New Lead
     
    Then do this...
    Slack Send Channel Message
    Celebrate your new leads with your peers in Slack, then take action right away. When new Microsoft Dynamics leads are created, use this Connect Flow to send Slack messages to a specific channel. Your teammates will be able to celebrate the new lead and contact you right away!
    How This Integration Works
    • A new lead is created on Microsoft Dynamics
    • Appy Pie Connect sends a Slack message to a specific channel.
    Apps Involved
    • Microsoft Dynamics
    • Slack
  • Microsoft Dynamics CRM Databox

    Microsoft Dynamics CRM + Databox

    Increase Databox counters with new contacts in Microsoft Dynamics 365 CRM Read More...
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Databox Increase Counter
    Use Appy Pie Connect to track all your marketing and sales data in one place, rather than counting, comparing, and going back and forth with the number of contacts you have. When you set up this automation, it will update a Databox counter every time a new Microsoft Dynamics 365 CRM contact is added. You will no longer have to manually update your reports.
    How This Microsoft Dynamics 365 CRM-Databox Integration Works?
    • A new contact is added on Microsoft Dynamics
    • Appy Pie Connect increases counter on Databox.
    Apps Involved
    • Microsoft Dynamics
    • Databox
  • Microsoft Dynamics CRM Sendinblue

    Microsoft Dynamics CRM + Sendinblue

    Turn Microsoft Dynamics CRM contacts to SendinBlue contact Read More...
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Sendinblue Add or Update Contact
    Maintain a single source of customers for your leads and contacts using the Microsoft Dynamics CRM integration. This Appy Pie Connect automation will let you know when a new contact is created in Dynamics CRM, and automatically add him to your SendinBlue users list. After setting up this integration, every time a new contact is added to Dynamics CRM, Appy Pie Connect will add this contact right into SendinBlue.
    How This Microsoft Dynamics 365 CRM- SendinBlue Integration Works
    • A new contact is added on Microsoft Dynamics
    • Appy Pie Connect adds that contact to SendinBlue.
    Apps Involved
    • Microsoft Dynamics
    • SendinBlue
  • Microsoft Dynamics CRM Microsoft Dynamics CRM

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    When this happens...
    Microsoft Dynamics CRM New Account
     
    Then do this...
    Microsoft Dynamics CRM Create Account
    Do you love saving time and getting work done without wasting a minute of your day? Then we've got a treat for you! This connect flow will automatically create an account in Microsoft Dynamics CRM for every new account created in Autotask. The best part is that you can use the provided form fields to add important information right away, like their name and email address, which will already be added to the account when it's created.
    How This Autotask-Microsoft Dynamics Integration Works
    • A new Account is added to Autodesk
    • Appy Pie Connect adds that Account's information to Microsoft Dynamics CRM
    What You Need
    • Autotask
    • Microsoft Dynamics CRM
  • Microsoft Dynamics CRM Google Sheets

    Follow Up Boss + Google Sheets

    Add New Rows on Google Sheets for Every New Contact on Follow Up Boss Read More...
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Follow Up Boss is one of the most effective lead management applications for real estate agents and brokers. It helps real estate professionals manage their business more effectively, while generating more sales revenue. Integrating Follow Up Boss with Google Sheets will add more value to your real estate business. Once this automation is active, whenever a contact is added on Follow Up Boss, Appy Pie Connect will automatically add that contact in a new row to the Google Sheet of your choice. This way you will be automatically archiving your data to be accessed at a later time whenever needed.
    How this Google Sheets – Follow Up Boss Works
    • A new contact is added on Follow Up Boss
    • Appy Pie Connect automatically creates a new row on Google Sheets
    What Is Needed For This Integration
    • A Follow Up Boss account
    • A Google Sheets account
  • Microsoft Dynamics CRM Google Sheets

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    {{item.message}} Read More...
    When this happens...
    Microsoft Dynamics CRM {{item.triggerTitle}}
     
    Then do this...
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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 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 Opportunity

    Creates a new Opportunity.

  • 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 Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Microsoft Dynamics CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Follow Up Boss as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Follow Up Boss with Appy Pie Connect.

    (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.