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.

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No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Jotform

Forms & Surveys

Slack

Team Chat

Constant Contact

Email Newsletters

Gmail

Email, Google

Google Drive

File Management & Storage, Google

Microsoft Outlook

Calendar, Email, Microsoft

Squarespace Forms

Forms & Surveys

Zoom

Video Conferencing

Todoist

Task Management

Jotform

Forms & Surveys

Slack

Team Chat

Constant Contact

Email Newsletters

Gmail

Email, Google

Google Drive

File Management & Storage, Google

Microsoft Outlook

Calendar, Email, Microsoft

Jotform

Forms & Surveys

Slack

Team Chat

Constant Contact

Email Newsletters

Gmail

Email, Google

Google Drive

File Management & Storage, Google

Microsoft Outlook

Calendar, Email, Microsoft

Squarespace Forms

Forms & Surveys

Zoom

Video Conferencing

Todoist

Task Management

Top companies trust Zapier to automate work and free up time

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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

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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

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

Store new Proposify proposals as Followup CRM files

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Proposify + Followup CRM

Add newly-won Proposify proposals to Followup CRM

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Proposify + Followup CRM

Update Followup CRM project files when Proposify proposals are lost

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Proposify + 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
Store new Proposify proposals as Followup CRM files
Details
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Proposify + Followup CRM
Add newly-won Proposify proposals to Followup CRM
Details
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Proposify + Followup CRM
Update Followup CRM project files when Proposify proposals are lost
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Proposify + 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
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- 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

Followup CRM Help & Support

Common questions

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Use the Power of AI to Generate Zaps (Beta)

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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 Interfaces

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

Launch your first automated workflow

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

Store new Proposify proposals as Followup CRM files

Add newly-won Proposify proposals to Followup CRM

Update Followup CRM project files when Proposify proposals are lost

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

Store new Proposify proposals as Followup CRM files

Add newly-won Proposify proposals to Followup CRM

Update Followup CRM project files when Proposify proposals are lost

Supported triggers and actions