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Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo
Follow Up Boss logoFollow Up Boss logo
Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo

Follow Up Boss + Microsoft Dynamics 365 CRM

Follow Up Boss + Microsoft Dynamics 365 CRM

Follow Up Boss + Microsoft Dynamics 365 CRM integrations

Create calls in Follow Up Boss when new contacts are added to Microsoft Dynamics 365 CRM

Effortlessly maintain an up-to-date record of new contacts in your Microsoft Dynamics 365 CRM by logging calls in Follow Up Boss with this seamless workflow. When a new contact is added to your CRM, a call log is created in Follow Up Boss, ensuring accurate records and streamlining your sales and customer management processes. Stay organized and enhance communication without any additional effort with this simple integration.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Log Call
    Log Call
    Log CallLogs a call on a contact.
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More things you can do with Microsoft Dynamics 365 CRM and Follow Up Boss

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Follow Up Boss

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
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About Follow Up Boss
Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.
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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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