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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

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 Microsoft Dynamics 365 Business Central and Follow Up Boss Integrations

  • Microsoft Dynamics 365 Business Central textin

    Microsoft Dynamics 365 Business Central + textin

    Create customers in Colligso TextIn from new customers in Microsoft Dynamics 365 Business Central Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central New Customer
     
    Then do this...
    textin Get Permission
    Following up with customers is important to deliver the best your customer experience. Use this Microsoft Dynamics 365 Business Central- Colligso TextIn integration and make your customer follow up more potent. After setting this integration up, when you create a customer in Microsoft Dynamics 365 Business Central, Appy Pie Connect will automatically add their information to Colligso TextIn as a new customer.
    How this Dynamics 365 Business Central- Colligso TextIn Integration Works
    • A new contact is added to Dynamics 365 Business Central
    • Appy Pie Connect creates a new customer in Colligso TextIn
    What You Need
    • A Dynamics 365 Business Central account
    • A Colligso TextIn
  • Microsoft Dynamics 365 Business Central 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 365 Business Central 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 365 Business Central Follow Up Boss

    Salesforce + Follow Up Boss

    Bring Every New Lead from Salesforce Directly To Your Follow Up Boss Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central 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
  • Microsoft Dynamics 365 Business Central 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...
    Microsoft Dynamics 365 Business Central 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
  • Microsoft Dynamics 365 Business Central 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...
    Microsoft Dynamics 365 Business Central 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
  • Microsoft Dynamics 365 Business Central Follow Up Boss

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

    {{item.message}} Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{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
  • New Account

    Trigger when New Chart Of Account created.

  • New Company

  • New Customer

  • New Customer Sale

  • New Employee

  • New Sales Invoice

  • New Sales Order

  • New Vendor

  • 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 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.

  • Create Lead

    Create follow Up leads

  • Create Task

    Create Task in Follow Up Boss.

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 Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Microsoft Dynamics 365 Business Central 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.