Followup CRM + SumoQuote

Followup CRM + SumoQuote integrations

Create SumoQuote projects for every new project in Followup CRM

Manage your projects seamlessly with this workflow. When a new project is created in Followup CRM, it simultaneously sets up a project in SumoQuote. By automating this process, you can streamline your project management and focus on what's important, enhancing your productivity efficiently. Never miss a beat and keep all your projects aligned between Followup CRM and SumoQuote.

When this happens...
Project CreatedWhen a new project is created on Followup, this Zap will be triggered
TriggerInstant
automatically do this!
Create ProjectCreates a new SumoQuote Project
ActionWrite

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More things you can do with Followup CRM and SumoQuote

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

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
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Instant
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Project Created
When a new project is created on Followup, this Zap will be triggered
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Instant
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- Folder
- Include folders in subfolders
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Project Updated
When a project is updated on Followup, this Zap will be triggered
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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
Email Clicked
Triggers when an email, sent from SumoQuote has been clicked. You can receive this email multiple times.
Trigger
Instant
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Project Created
Triggers when a new SumoQuote project is created.
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Report Signed
Triggers when a Report is signed by all signatories.
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Instant
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- Customer First Name
  Required
- Customer Last Name
- Email
- Phone
- Address Line 1
  Required
- City
- State
- Zip Code
- Project Id
- Salesperson Email
- Date Created
- CompanyCam Project Id
Action
Write
- Id
  Required
Action
Search
- Search Criteria
- Salesperson Email
Action
Search

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
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- Folder
- Include files in subfolders
Trigger
Instant
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- Folder
- Include files in subfolders
Trigger
Instant
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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
Email Bounced
Triggers when a notification, sent from SumoQuote has bounced.
Trigger
Instant
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Email Opened
Triggers when an email, sent from SumoQuote, has been opened for the first time.
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Instant
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Report Sent for Signatures
Triggers when a quote is sent for signatures. This trigger will be raised once per signature request sequence. A signature request sequence can include 1 - 4 signatories.
Trigger
Instant
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Project Updated
Triggers when a SumoQuote Project is updated.
Trigger
Instant
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- Project ID
  Required
- Customer First Name
  Required
- Customer Last Name
- Address
  Required
- Email Address
- City
- Postal Code
- Phone Number
- Intake Date
- Won Date
- Lost Date
- Revenue
- Salesperson
- Project State
Action
Write
- PDF Id
  Required
Action
Search

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

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

About SumoQuote

SumoQuote is a better way to build beautiful proposals so you can win more work.

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Related categories

Proposal & Invoice Management