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Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo
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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 for new leads in Microsoft Dynamics 365 CRM

Effortlessly manage your sales pipeline with this seamless workflow. When a new lead is created in Microsoft Dynamics 365 CRM, this automation will log a call in Follow Up Boss, ensuring consistent communication with potential clients. Stay on top of your leads without the hassle of manual data entry and focus more on converting them into customers.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead 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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