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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 tasks in Follow Up Boss for new contacts in Microsoft Dynamics 365 CRM

Effortlessly stay on top of new contacts in your Microsoft Dynamics 365 CRM by utilizing this seamless workflow to create tasks in Follow Up Boss. Whenever a new contact is added to Microsoft Dynamics 365 CRM, a corresponding task will be generated in Follow Up Boss, ensuring your team never misses an opportunity to connect with potential clients and grow your business.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Create Task
    Create Task
    Create TaskCreate a task for 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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