Followup CRM Integrations

Name: Zapier
Availability: InStock

Put Followup CRM to work with AI and enterprise-grade automation

Automate smarter with Followup CRM and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

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Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Dropbox

File Management & Storage

Anthropic (Claude)

AI Models

Apollo

Sales & CRM

AccuLynx

CRM (Customer Relationship Management)

NiceJob

Marketing Automation

Follow Up Boss

CRM (Customer Relationship Management)

Constant Contact

Email Newsletters

ZoomInfo

Sales & CRM

Egnyte

File Management & Storage

Dropbox

File Management & Storage

Anthropic (Claude)

AI Models

Apollo

Sales & CRM

AccuLynx

CRM (Customer Relationship Management)

NiceJob

Marketing Automation

Follow Up Boss

CRM (Customer Relationship Management)

Dropbox

File Management & Storage

Anthropic (Claude)

AI Models

Apollo

Sales & CRM

AccuLynx

CRM (Customer Relationship Management)

NiceJob

Marketing Automation

Follow Up Boss

CRM (Customer Relationship Management)

Constant Contact

Email Newsletters

ZoomInfo

Sales & CRM

Egnyte

File Management & Storage

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

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

Details

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Jotform + Followup CRM

Create projects in Followup CRM from new emails in Microsoft Outlook

Details

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Microsoft Outlook + Followup CRM

Add Followup CRM projects from new emails in Gmail

Details

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Gmail + Followup CRM

Save Followup CRM project files with new Calendly invitees

Details

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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

Add new Outlook events to Followup CRM files

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Microsoft Outlook + Followup CRM

Link new Google Calendar events to Followup CRM files

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Google Calendar + Followup CRM

Upload new Google Contacts to Followup CRM files

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Google Contacts + Followup CRM

Create new projects in Followup CRM from new Gravity Forms submissions

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Gravity Forms + Followup CRM

Create new Followup CRM companies from new Jotform submissions

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Jotform + Followup CRM

Create new Followup CRM projects from new Unbounce form submissions

Details

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Unbounce + Followup CRM

Add new Outlook events to Followup CRM files
Details
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Microsoft Outlook + Followup CRM
Link new Google Calendar events to Followup CRM files
Details
Try it
Google Calendar + Followup CRM
Upload new Google Contacts to Followup CRM files
Details
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Google Contacts + Followup CRM
Create new projects in Followup CRM from new Gravity Forms submissions
Details
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Gravity Forms + Followup CRM
Create new Followup CRM companies from new Jotform submissions
Details
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Jotform + Followup CRM
Create new Followup CRM projects from new Unbounce form submissions
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Unbounce + Followup CRM

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.

Company Created
When a company is created on Followup, this Zap will be triggered
Trigger
Instant
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Contact Created
When a contact is created on Followup, this Zap will be triggered
Trigger
Instant
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Project Created
When a new project is created on Followup, this Zap will be triggered
Trigger
Instant
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- Folder
- Include folders in subfolders
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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Create Company Contact
Create Company Contact
Action
Write
- Project ID
  Required
- Company ID
  Required
- Contact ID
- Name
- Email
- Cell
- Title
- Date
- Status
Action
Write

- Project
- Project Name
  Required
- Help Text
  Required
- File
  Required
Action
Write

Company Updated
When a company is updated 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
- Folder
- Include files in subfolders
Trigger
Instant
Try It
- Folder
- Include files in subfolders
Trigger
Instant
Try It
Create Company
Create a Company
Action
Write
Create Project
Zap Project in Followup CRM OA Testing team
Action
Write
- uuid
  Required
- Hail Impact
  Required
Action
Write

For builders

Let your AI safely access Followup CRM

Go beyond Zap workflows. Install Zapier in your AI to call Followup CRM actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Followup CRM from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Create Company
Create Company Contact

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Followup CRM actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Followup CRM connection @ https://zapier.com/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "followup-crm", owner: "me" });

await zapier.runAction({
  app: 'followup-crm',
  action: 'create_company',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Followup CRM Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

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.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

Followup CRM Integrations

Put Followup CRM to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

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

Add new Outlook events to Followup CRM files

Link new Google Calendar events to Followup CRM files

Upload new Google Contacts to Followup CRM files

Create new projects in Followup CRM from new Gravity Forms submissions

Create new Followup CRM companies from new Jotform submissions

Create new Followup CRM projects from new Unbounce form submissions

Add new Outlook events to Followup CRM files

Link new Google Calendar events to Followup CRM files

Upload new Google Contacts to Followup CRM files

Create new projects in Followup CRM from new Gravity Forms submissions

Create new Followup CRM companies from new Jotform submissions

Create new Followup CRM projects from new Unbounce form submissions

Let your AI safely access Followup CRM

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Followup CRM Help & Support

Common questions

.css-ojnz7r{font:500 1.125rem/1.5rem Inter,var(--zds-typography-base, Helvetica),Helvetica,arial,sans-serif;color:#695be8;margin-bottom:0;transition-property:all;transition-timing-function:ease-in-out;transition-duration:300ms;}Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Followup CRM Integrations

Popular Followup CRM Integrations

Connect Your App Accounts to Zapier