Followup CRM + Microsoft Outlook

Add new Outlook events to Followup CRM files

Stay on top your calendar effortlessly with this integration. Set it up so that, when a meeting is scheduled in Outlook, the event will be automatically linked to an associated Followup CRM file.

When this happens...
New Calendar Event
Triggers when a new event is created in your calendar.
TriggerScheduled
automatically do this!
Store File Project
Store a document file in a specific project
ActionWrite

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Supported triggers and actions

What does this mean?

- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Trigger
Scheduled
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- Parent FolderRequired
- Child Folder
Trigger
Scheduled
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- Contact Folder
Trigger
Scheduled
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- Parent Folder
- Child Folder
- Search termsRequired
- Note
Trigger
Scheduled
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- Parent Folder
- Child Folder
Trigger
Scheduled
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- Calendar
- SubjectRequired
- Start Date & TimeRequired
- End Date & TimeRequired
- Location Name
- Sensitivity
- Attendees
- All Day Event?
- Description
- Show me as Free or Busy
Action
Write
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachment
- Action for Files Larger Than 150MB
Action
Write

- Email IDRequired
- Comment
Action
Write
- Event
- Subject
- Start Date & Time
- End Date & Time
- All Day Event?
- Is Online Meeting?
- Hide attendees list?
- Description
- Show me as Free or Busy
- The importance of the event
- Attendees
- Categories
- Location
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Contact Folder
- First Name
- Last Name
- Email
Action
Search
New Company Created
When a company is created on Followup, this Zap will be triggered
Trigger
Instant
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New Contact Created
When a contact is created on Followup, this Zap will be triggered
Trigger
Instant
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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
- 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

Cancelled Calendar Event
Triggers when an event is cancelled.
Trigger
Instant
Try It
- Calendar
Trigger
Scheduled
Try It
- Shared Inbox
Trigger
Scheduled
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New Flagged Email
Triggers when a new email is flagged.
Trigger
Scheduled
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- Calendar
Trigger
Scheduled
Try It
- Contact Folder
- First NameRequired
- Last Name
- Email Addresses
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- EventRequired
Action
Write
- From Email
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachments
- Action for Files Larger Than 150MB
Action
Write
- Contact Folder
- ContactRequired
- First Name
- Last Name
- Email Addresses
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Calendar
- Search TermRequired
- Start Date & Time
- End Date & Time
Action
Search
- Contact Folder
- First NameRequired
- Last Name
- Email
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Search or 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
- 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.