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Followup CRM + Jotform

Create new Followup CRM projects from new Jotform submissions

When a new submission is made on Jotform, streamline your work processes with this automation that instantly creates a new project in Followup CRM. This seamless workflow ensures you don't have to manually transfer data between systems, saving you time and reducing potential errors. It's an effective way to make sure you never miss a single detail from your Jotform submissions while keeping your customer relationship management organized and up-to-date.

When a new submission is made on Jotform, streamline your work processes with this automation that instantly creates a new project in Followup CRM. This seamless workflow ensures you don't have to manually transfer data between systems, saving you time and reducing potential errors. It's an effective way to make sure you never miss a single detail from your Jotform submissions while keeping your customer relationship management organized and up-to-date.

  1. When this happens...
    JotformJotform
    New Submission

    Triggers when a new submission has been added to a specific form.

    TriggerInstant
  2. automatically do this!
    Followup CRMFollowup CRM
    Create Project

    Zap Project in Followup CRM OA Testing team

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • Select a formRequired

    • Asignee emailRequired

    • Invitation Message

    • Assignee Permission

    Action
    Write
    • Select a formRequired

    Action
    Write
  • Followup CRM triggers, actions, and search

    New Company Created

    When a company is created on Followup, this Zap will be triggered

    Trigger
    Instant
    Try It
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followup-crm logo

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.
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Related categories

  • CRM (Customer Relationship Management)

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