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Follow Up Boss + Microsoft Dynamics CRM Integrations

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

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.

Microsoft Dynamics CRM Integrations
Microsoft Dynamics CRM Alternatives

Connect the apps you use everyday and find your productivity super-powers.

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Best Follow Up Boss and Microsoft Dynamics CRM Integrations

  • Follow Up Boss 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...
    Follow Up Boss 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
  • Follow Up Boss Follow Up Boss

    Salesforce + Follow Up Boss

    Bring Every New Lead from Salesforce Directly To Your Follow Up Boss Read More...
    When this happens...
    Follow Up Boss New Lead
     
    Then do this...
    Follow Up Boss Create Lead
    Improve your customer experience by integrating Salesforce with Follow Up Boss using Appy Pie Connect. Our automation platform allows you to connect Salesforce and Follow Up Boss In a matter of minutes and without writing even a single line of code. Once you set it up, whenever a new lead is created on Salesforce, it will automatically be added to your Follow Up Boss as well, helping your team to respond fast and convert more leads into closings. This integration helps real estate businesses to meet their goals more efficiently.
    How this Salesforce- Follow Up Boss Integration Works
    • A new lead is created on Salesforce
    • Appy Pie Connect automatically sends that lead to Follow Up Boss
    For This Integration You Need
    • A Follow Up Boss account
    • A Salesforce account
  • Follow Up Boss Follow Up Boss

    Salesforce + Follow Up Boss

    Copy Every New Salesforce Task to Follow Up Boss as a New Task Read More...
    When this happens...
    Follow Up Boss New Task
     
    Then do this...
    Follow Up Boss Create Task
    Salesforce is one of the best CRM applications that businesses use to align their sales operations. However, there are various real estate businesses that use both Salesforce and Follow Up Boss to manage their sales operations. With teams on different apps, real estate agents and brokers might need to manually copy tasks from one to the other. Once this integration has been set up, each time a new task is created in Salesforce, Appy Pie Connect would automatically copy that task into Follow Up Boss as a new task. Enjoy the benefits of workflow automation & set up this Connect now!
    How this Salesforce-Follow Up Boss Integration Works
    • Triggers when a new task is created on Salesforce
    • Appy Pie Connect automatically copies it to Follow Up Boss as a new task
    What You Need
    • A Follow Up Boss account
    • A Salesforce account
  • Follow Up Boss Follow Up Boss

    Gmail + Follow Up Boss

    Create new contacts in Follow Up Boss from new emails matching a specified term on Gmail [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    Follow Up Boss New Email Matching Search
     
    Then do this...
    Follow Up Boss Create or Update Contact Without Triggering Action Plans

    Are you spending way too much time searching for the same terms on Gmail over and over again? If yes, then you need to set up this ‘connect’ and we will handle that repetitive process for you. Once active, we will watch your mailbox for you and whenever a new email matching your search term is received, and automatically create a new contact on Follow Up Boss.

    Note: To use this integration you must have a Business Gmail account.

    How this works
    • A new email matching a search is received on Gmail
    • Appy Pie Connect automatically creates a contact on Follow Up Boss
    What You Need
    • A Gmail account
    • A Follow Up Boss account
  • Follow Up Boss Follow Up Boss

    Google Contacts + Follow Up Boss

    Create or update Follow Up Boss Contacts Automatically from Your Google Contacts Read More...
    When this happens...
    Follow Up Boss New or Updated Contact
     
    Then do this...
    Follow Up Boss Create or Update Contact Without Triggering Action Plans
    Do you want to reach out and connect with new prospects every week but don’t know where to start? Would you like to use your existing Google contacts as an easy starting point? With this Google Contacts-Follow Up Boss integration, Appy Pie Connect does all the thinking for you. After setting this integration, whenever a new contact is added to your Google Contacts, Appy Pie Connect will automatically add them to Follow Up Boss.
    How This Integration Works
    • A new contact is added to your Google Contacts
    • Appy Pie Connect adds them to Follow Up Boss
    What You Need
    • A Google Contacts account
    • A Follow Up Boss account
  • Follow Up Boss Follow Up Boss

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Follow Up Boss {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
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.

    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 Opportunity

    Creates a new Opportunity.

How Follow Up Boss & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose Follow Up Boss as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Follow Up Boss with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Microsoft Dynamics CRM as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Microsoft Dynamics CRM with Appy Pie Connect.

    (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.