Followup CRM + Jotform

Create new Followup CRM companies from new Jotform submissions

Boost your efficiency with this simple workflow. When a new submission is made in Jotform, this automation immediately establishes a new company in Followup CRM. This streamlines your process, saving you the hassle of manual entry and ensuring instant, seamless data transfer for smoother operations.

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Create Company
Create a Company
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
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- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write
- Select a formRequired
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
Try It

Project Updated
When a project is updated on Followup, this Zap will be triggered
Trigger
Instant
Try It
Create Company Contact
Create Company Contact
Action
Write
- Project IDRequired
- Company IDRequired
- Contact ID
- Name
- Email
- Cell
- Title
- Date
- Status
Action
Write
- Project
- Project NameRequired
- Help TextRequired
- FileRequired
Action
Write

- DocumentRequired
Trigger
Polling
Try It
- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- 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
- 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.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

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 more