Follow Up Boss + Microsoft Dynamics 365 CRM

Update and add tags to Follow Up Boss contacts when Microsoft Dynamics 365 CRM contacts are modified

Keep your contacts organized and up-to-date with this workflow between Microsoft Dynamics 365 CRM and Follow Up Boss. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this automation will add tags to the same contact in Follow Up Boss, ensuring you can easily manage your customers and communication. Save time and maintain consistency across platforms with this seamless integration.

Keep your contacts organized and up-to-date with this workflow between Microsoft Dynamics 365 CRM and Follow Up Boss. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this automation will add tags to the same contact in Follow Up Boss, ensuring you can easily manage your customers and communication. Save time and maintain consistency across platforms with this seamless integration.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Updated Contact

    Triggers when a contact is updated.

    TriggerScheduled
  2. automatically do this!
    Follow Up BossFollow Up Boss
    Add Tags to a Contact

    Adds tags to a contact.

    ActionWrite
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Supported triggers and actions