Integrate Followup CRM with Filter by Zapier to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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How Zapier works

Zapier makes it easy to integrate Followup CRM with Filter by Zapier - no code necessary. See how you can get setup in minutes.

Select a trigger from Followup CRM

A trigger is an event that starts your Zap and runs the workflow. For example, with Followup CRM, a trigger could be "New Company Created."

A trigger is the event that kicks off your automated workflow.

Setup an action from Filter by Zapier

An action is what takes place after the automation is triggered.

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Followup CRM to Filter by Zapier

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Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Followup CRM to Filter by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Followup CRM and Filter by Zapier to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Followup CRM and Filter by Zapier to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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

- Name
  Required
- External Id
  Required
- External Vendor
  Required
- Address
- City
- State
- Zip
- 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 Id
  Required
- Sales Behavior
  Required
- Date
- Completed
Action
Write

- uuid
  Required
- file
  Required
Action
Write

Company Updated
When a company is updated on Followup, this Zap will be triggered
Trigger
Instant
Try It
Contact Status Changed
This zap will be triggered when the contact status is changed
Trigger
Instant
Try It
New Project Created
When a new project is created on Followup, this Zap will be triggered
Trigger
Instant
Try It
Project Updated
When a project is updated on Followup, this Zap will be triggered
Trigger
Instant
Try It
- Name
  Required
- Company Id
  Required
- External Id
  Required
- External Vendor
  Required
- Contact Types Id
- Cell
- Email
- Title
Action
Write
- Project Id
  Required
- Company Id
  Required
- Contact Id
- Name
  Required
- Email
- Cell
- Title
- Date
- Status
Action
Write
- uuid
  Required
- Hail Impact
  Required
Action
Write
- Only continue if...
  Required
Action
Filter

Learn how to automate Followup CRM on the Zapier blog

Learn how to automate Filter by Zapier on the Zapier blog

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)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

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