Follow Up Boss + Microsoft Dynamics 365 Business Central (Beta Integration

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Follow Up Boss + Microsoft Dynamics 365 Business Central (Beta Integration
1.
  • Follow Up Boss
    Contact is created in Follow Up Boss Instant
  • Follow Up Boss
    Tag is added to contact in Follow Up Boss Instant
  • Follow Up Boss
    Person stage is updated in Follow Up Boss Instant
  • Follow Up Boss
    Deal is created in Follow Up Boss Instant
  • Follow Up Boss
    Deal is updated in Follow Up Boss Instant
  • Follow Up Boss
    Appointment is created in Follow Up Boss Instant
  • Microsoft Dynamics 365 Business Central (Beta
    Record is updated in Microsoft Dynamics 365 Business Central (Beta
  • Microsoft Dynamics 365 Business Central (Beta
    Record is created in Microsoft Dynamics 365 Business Central (Beta
2.
  • Follow Up Boss
    Search deal in Follow Up Boss
  • Follow Up Boss
    Update deal in Follow Up Boss
  • Follow Up Boss
    Create contact without triggering action plans in Follow Up Boss
  • Follow Up Boss
    Search contact in Follow Up Boss
  • Follow Up Boss
    Add tags to a contact in Follow Up Boss
  • Follow Up Boss
    Update contact without triggering action plans in Follow Up Boss
  • Follow Up Boss
    Reassign agent in Follow Up Boss
  • Follow Up Boss
    Change stage of a contact in Follow Up Boss
  • Follow Up Boss
    Create note in Follow Up Boss
  • Follow Up Boss
    Create deal in Follow Up Boss
  • Follow Up Boss
    Create inquiry or website event in Follow Up Boss
  • Follow Up Boss
    Apply an action plan to a contact in Follow Up Boss
  • Follow Up Boss
    Create collaborators in Follow Up Boss
  • Follow Up Boss
    Pause an action plan for a contact in Follow Up Boss
  • Follow Up Boss
    Create task in Follow Up Boss
  • Follow Up Boss
    Log call in Follow Up Boss
  • Microsoft Dynamics 365 Business Central (Beta
    Update record in Microsoft Dynamics 365 Business Central (Beta
  • Microsoft Dynamics 365 Business Central (Beta
    Create record in Microsoft Dynamics 365 Business Central (Beta
  • Microsoft Dynamics 365 Business Central (Beta
    Search record in Microsoft Dynamics 365 Business Central (Beta
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