Followup CRM Integrations

Name: Zapier
Availability: InStock

Do more with Followup CRM integrations

Zapier lets you connect Followup CRM with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

Continue with Google

No credit card required
Free forever for core features
14-day trial for premium features and apps

Or pick an app to pair with

Jotform

Forms & Surveys

Constant Contact

Email Newsletters

CompanyCam

Images & Design

Google Drive

File Management & Storage, Google

Microsoft Outlook

Calendar, Email, Microsoft

Squarespace Forms

Forms & Surveys

Dropbox

File Management & Storage

Follow Up Boss

CRM (Customer Relationship Management)

Apollo

Sales & CRM

Jotform

Forms & Surveys

Constant Contact

Email Newsletters

CompanyCam

Images & Design

Google Drive

File Management & Storage, Google

Microsoft Outlook

Calendar, Email, Microsoft

Squarespace Forms

Forms & Surveys

Jotform

Forms & Surveys

Constant Contact

Email Newsletters

CompanyCam

Images & Design

Google Drive

File Management & Storage, Google

Microsoft Outlook

Calendar, Email, Microsoft

Squarespace Forms

Forms & Surveys

Dropbox

File Management & Storage

Follow Up Boss

CRM (Customer Relationship Management)

Apollo

Sales & CRM

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Followup CRM integrations with Zapier's templates

Create new Followup CRM projects from new Jotform submissions
Details
Try it
Jotform + Followup CRM
Create projects in Followup CRM from new emails in Microsoft Outlook
Details
Try it
Microsoft Outlook + Followup CRM
Add Followup CRM projects from new emails in Gmail
Details
Try it
Gmail + Followup CRM
Save Followup CRM project files with new Calendly invitees
Details
Try it
Calendly + Followup CRM
Save new scheduled Zoom meetings as Followup CRM files
Details
Try it
Zoom + Followup CRM
Store new Outlook emails as Followup CRM files
Details
Try it
Microsoft Outlook + Followup CRM

Create new Followup CRM projects from new Jotform submissions

Details

Try it

Jotform + Followup CRM

Create projects in Followup CRM from new emails in Microsoft Outlook

Details

Try it

Microsoft Outlook + Followup CRM

Add Followup CRM projects from new emails in Gmail

Details

Try it

Gmail + Followup CRM

Save Followup CRM project files with new Calendly invitees

Details

Try it

Calendly + Followup CRM

Save new scheduled Zoom meetings as Followup CRM files

Details

Try it

Zoom + Followup CRM

Store new Outlook emails as Followup CRM files

Details

Try it

Microsoft Outlook + Followup CRM

Add new Outlook events to Followup CRM files

Details

Try it

Microsoft Outlook + Followup CRM

Link new Google Calendar events to Followup CRM files

Details

Try it

Google Calendar + Followup CRM

Upload new Google Contacts to Followup CRM files

Details

Try it

Google Contacts + Followup CRM

Store new Proposify proposals as Followup CRM files

Details

Try it

Proposify + Followup CRM

Add newly-won Proposify proposals to Followup CRM

Details

Try it

Proposify + Followup CRM

Update Followup CRM project files when Proposify proposals are lost

Details

Try it

Proposify + Followup CRM

Add new Outlook events to Followup CRM files
Details
Try it
Microsoft Outlook + Followup CRM
Link new Google Calendar events to Followup CRM files
Details
Try it
Google Calendar + Followup CRM
Upload new Google Contacts to Followup CRM files
Details
Try it
Google Contacts + Followup CRM
Store new Proposify proposals as Followup CRM files
Details
Try it
Proposify + Followup CRM
Add newly-won Proposify proposals to Followup CRM
Details
Try it
Proposify + Followup CRM
Update Followup CRM project files when Proposify proposals are lost
Details
Try it
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
Try It
Contact Created
When a contact is created on Followup, this Zap will be triggered
Trigger
Instant
Try It
Project Created
When a new project is created on Followup, this Zap will be triggered
Trigger
Instant
Try It
- 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 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
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

Followup CRM Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

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

Do more with Followup CRM integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Followup CRM integrations with Zapier's templates

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