Add new Microsoft Dynamics 365 CRM contacts to Follow Up Boss as collaborators
Effortlessly keep your sales team in the loop with this seamless workflow between Microsoft Dynamics 365 CRM and Follow Up Boss. When a new contact is added in your CRM, this automation will instantly add them as collaborators in Follow Up Boss, streamlining communication and ensuring your sales team stays up-to-date on client information. Improve collaboration and never miss a beat with this time-saving solution.
Effortlessly keep your sales team in the loop with this seamless workflow between Microsoft Dynamics 365 CRM and Follow Up Boss. When a new contact is added in your CRM, this automation will instantly add them as collaborators in Follow Up Boss, streamlining communication and ensuring your sales team stays up-to-date on client information. Improve collaboration and never miss a beat with this time-saving solution.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Collaborators
Adds selected users as collaborated on a given contact.
- Free forever for core features
- 14 day trial for premium features & apps