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.
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.Microsoft Dynamics 365 Business Central Integrations
Follow Up Boss + Google SheetsAdd New Rows on Google Sheets for Every New Contact on Follow Up Boss Read More...
Salesforce + Follow Up BossBring Every New Lead from Salesforce Directly To Your Follow Up Boss Read More...
Salesforce + Follow Up BossCopy Every New Salesforce Task to Follow Up Boss as a New Task Read More...
Gmail + Follow Up BossCreate new contacts in Follow Up Boss from new emails matching a specified term on Gmail [REQUIRED : Business Gmail Account] Read More...
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.
Google Contacts + Follow Up BossCreate or update Follow Up Boss Contacts Automatically from Your Google Contacts Read More...
It's easy to connect Follow Up Boss + Microsoft Dynamics 365 Business Central without coding knowledge. Start creating your own business flow.
Triggers every time a new appointment is created in Follow Up Boss.
Triggers every time a new contact is created in Follow Up Boss.
Trigger when New Chart Of Account created.
Trigger when a customer updated.
Trigger when any sales order updated.
Create follow Up leads
Create Task in Follow Up Boss.
Creates an item.
Creates a new order line item.
Updates an item.
Fplow Up Boss is a simple, easy to use fplow up system, designed specifically for small to mid-sized companies. It’s compatible with all the major platforms (Windows, Mac, iOS and Android), which means you can instantly start using it on any of your devices!
Everything starts with the “Add new item” button, which opens a simple form where you simply enter the details about the task.
After you save the task, it will appear in your top list of items, which you can access by clicking the icon at the top right of the screen. Your tasks are arranged by date, so you can easily see everything that is due soonest.
You can also set reminders for any of the tasks that you have created. Fplow Up Boss emails you to remind you of upcoming tasks. You can also send yourself an email reminder from Fplow Up Boss if your reminder hasn’t been sent yet or if you want to reschedule it.
Microsoft Dynamics 365 Business Central is a business management software package that can help you manage sales, marketing, invoicing, accounting, and more. It also integrates with other programs such as Salesforce and MailChimp to make sharing data between programs easy. This means you can use Fplow Up Boss to automatically add tasks to Microsoft Dynamics 365 Business Central as well as track their progress.
To connect Fplow Up Boss with Microsoft Dynamics 365 Business Central, just click the “Settings” icon at the bottom of the screen and then click “Integrations” from the menu. Then just fplow the instructions to connect them together. Once they are connected, you can see your outstanding tasks in both programs so you can easily track what still needs to be done.
Fplow Up Boss lets you contrp your tasks from anywhere – whether you are at work or out running errands – so you don’t forget anything important. And Microsoft Dynamics 365 Business Central helps you manage your business finances and grow your company. When you link them together with Fplow Up Boss, it makes it easier to stay on top of all your business-related tasks as well as maintain your company’s financial health.
The process to integrate Fplow Up Boss and Microsoft Dynamics 365 Business Central 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.