Followup CRM + Jotform

Followup CRM + Jotform integrations

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 this happens...
New SubmissionTriggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Create ProjectZap Project in Followup CRM OA Testing team
ActionWrite

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More things you can do with Jotform and Followup CRM

Discover other triggers and actions you can use with Jotform and Followup CRM

- Form
  Required
Trigger
Instant
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- Select a form
  Required
- Asignee email
  Required
- Invitation Message
- Assignee Permission
Action
Write
- Select a form
  Required
Action
Write
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

- Document
  Required
Trigger
Polling
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- Select a form
  Required
- Assignee email
  Required
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Company Updated
When a company is updated 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
- 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

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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Zapier Forms

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About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

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Related Zap Templates

Create new Followup CRM companies from new Jotform submissions

Related Zap Templates

Create new Followup CRM companies from new Jotform submissions