Followup CRM Integrations

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Quickly automate Followup CRM integrations with Zapier's templates

Create new Followup CRM projects from new Jotform submissions
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Jotform + Followup CRM
Create projects in Followup CRM from new emails in Microsoft Outlook
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Microsoft Outlook + Followup CRM
Add Followup CRM projects from new emails in Gmail
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Gmail + Followup CRM
Save Followup CRM project files with new Calendly invitees
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Calendly + Followup CRM

Save new scheduled Zoom meetings as Followup CRM files
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Zoom + Followup CRM

Store new Outlook emails as Followup CRM files
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Microsoft Outlook + Followup CRM

Create new Followup CRM projects from new Jotform submissions

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Jotform + Followup CRM

Create projects in Followup CRM from new emails in Microsoft Outlook

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Microsoft Outlook + Followup CRM

Add Followup CRM projects from new emails in Gmail

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Gmail + Followup CRM

Save Followup CRM project files with new Calendly invitees

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Calendly + Followup CRM

Save new scheduled Zoom meetings as Followup CRM files

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Zoom + Followup CRM

Store new Outlook emails as Followup CRM files

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Microsoft Outlook + Followup CRM

Supported triggers and actions

What does this mean?

New Company Created
When a company is created on Followup, this Zap will be triggered
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Instant
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New Contact Created
When a contact is created on Followup, this Zap will be triggered
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Instant
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Contact Updated
When a contact is updated on Followup, this Zap will be triggered
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Instant
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Project Sales Status Changed
This zap will be triggered when the project sales status is changed
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- NameRequired
- External IdRequired
- External VendorRequired
- Company Types Id
- Address
- City
- State
- Zip
- Phone
- Fax
Action
Write

- NameRequired
- External IdRequired
- External VendorRequired
- Address
- City
- State
- Zip Code
- Contact Name
- Contact Email
- Contact Phone
- Contact Cell
- Contact Fax
- Sales Status
- Bid Date
- Lead From
- Estimator
- Account Manager
- Contract Type
- Office
- Base Bid
- Contract Amount
- Contract Date
- Proposal Delivered
- Project Comment
Action
Write
- Project IdRequired
- Sales BehaviorRequired
- DateRequired
- Completed
Action
Write

- uuidRequired
- fileRequired
Action
Write

Company Updated
When a company is updated on Followup, this Zap will be triggered
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Instant
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Contact Status Changed
This zap will be triggered when the contact status is changed
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Instant
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New Project Created
When a new project is created on Followup, this Zap will be triggered
Trigger
Instant
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Project Updated
When a project is updated on Followup, this Zap will be triggered
Trigger
Instant
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- NameRequired
- Company IdRequired
- External IdRequired
- External VendorRequired
- Contact Types Id
- Cell
- Email
- Title
Action
Write
- Project IdRequired
- Company IdRequired
- Contact Id
- Name
- Email
- Cell
- Title
- Date
- Status
Action
Write
- uuidRequired
- Hail ImpactRequired
Action
Write

About Followup CRM

Followup CRM allows construction contractors to keep track of leads, jobs, and bids, upload photos and documents from anywhere with our cloud-based software.

Related categories

CRM (Customer Relationship Management)

Followup CRM Integrations

Do more with Followup CRM integrations

Jotform

Gravity Forms

Microsoft Outlook

Apollo

Gmail

ActiveCampaign

Slack

Trello

Zoom

Jotform

Gravity Forms

Microsoft Outlook

Apollo

Gmail

ActiveCampaign

Jotform

Gravity Forms

Microsoft Outlook

Apollo

Gmail

ActiveCampaign

Slack

Trello

Zoom

Join millions worldwide who automate their work using Zapier

Create new Followup CRM projects from new Jotform submissions

Create projects in Followup CRM from new emails in Microsoft Outlook

Add Followup CRM projects from new emails in Gmail

Save Followup CRM project files with new Calendly invitees

Save new scheduled Zoom meetings as Followup CRM files

Store new Outlook emails as Followup CRM files

Create new Followup CRM projects from new Jotform submissions

Create projects in Followup CRM from new emails in Microsoft Outlook

Add Followup CRM projects from new emails in Gmail

Save Followup CRM project files with new Calendly invitees

Save new scheduled Zoom meetings as Followup CRM files

Store new Outlook emails as Followup CRM files

New Company Created

New Contact Created

Contact Updated

Project Sales Status Changed

Create Company

Create Project

Create Project Sales Behavior

Store File Project

Company Updated

Contact Status Changed

New Project Created

Project Updated

Create Company Contact

Create Project Company Contact

Hail Impact

About Followup CRM

Related categories

Similar apps

Zapier Interfaces

Popular Followup CRM Integrations

Popular Followup CRM Integrations