Can Follow Up Boss trigger actions in Microsoft Dynamics CRM, and Microsoft Dynamics CRM in Follow Up Boss?

Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it.

Do I need to write code to integrate Follow Up Boss and Microsoft Dynamics CRM?

No. Follow Up Boss-to-Microsoft Dynamics CRM automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic.

Follow Up Boss + Microsoft Dynamics CRM Integration

Keep Follow Up Boss and Microsoft Dynamics CRM aligned: when crm events happen in one, update the other automatically.

Example: when Follow Up Boss's "Watch Action Plans" fires, WEXTL can "Associate Records" in Microsoft Dynamics CRM. Follow Up Boss has 13 triggers (including Watch Action Plans, Watch Action Plans People, and Watch Appointments); Microsoft Dynamics CRM has 69 actions (including Associate Records, Create Account, and Create Appointment).

Explore Documentation

GDPR
Data Encryption
2FA
Local Data Region

Follow Up Boss triggersMicrosoft Dynamics CRM actions

Follow Up Boss workflow triggers

Microsoft Dynamics CRM workflow actions

Frequently asked questions

Common questions about connecting Follow Up Boss and Microsoft Dynamics CRM.

Connect your Follow Up Boss and Microsoft Dynamics CRM accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them.

Follow Up BossBrowse all Follow Up Boss triggers, actions, and integrations.

Microsoft Dynamics CRMBrowse all Microsoft Dynamics CRM triggers, actions, and integrations.

Follow Up Boss + Microsoft Dynamics CRM Integration

Frequently asked questions

How do I connect Follow Up Boss and Microsoft Dynamics CRM?

What can I automate between Follow Up Boss and Microsoft Dynamics CRM?

Can Follow Up Boss trigger actions in Microsoft Dynamics CRM, and Microsoft Dynamics CRM in Follow Up Boss?

Do I need to write code to integrate Follow Up Boss and Microsoft Dynamics CRM?

Explore Follow Up Boss and Microsoft Dynamics CRM, or get started

Follow Up Boss + Microsoft Dynamics CRM Integration

Frequently asked questions

How do I connect Follow Up Boss and Microsoft Dynamics CRM?

What can I automate between Follow Up Boss and Microsoft Dynamics CRM?

Can Follow Up Boss trigger actions in Microsoft Dynamics CRM, and Microsoft Dynamics CRM in Follow Up Boss?

Do I need to write code to integrate Follow Up Boss and Microsoft Dynamics CRM?

Explore Follow Up Boss and Microsoft Dynamics CRM, or get started