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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

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.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Add Collaborators
    Add Collaborators
    Add CollaboratorsAdds selected users as collaborated on a given 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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