Followup CRM + SumoQuote
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.
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 Created
When a new project is created on Followup, this Zap will be triggered
- automatically do this!Create Project
Creates a new SumoQuote Project
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Company Created
When a company is created on Followup, this Zap will be triggered
Try ItContact Created
When a contact is created on Followup, this Zap will be triggered
Try ItProject Created
When a new project is created on Followup, this Zap will be triggered
Try ItFolder
Include folders in subfolders
Try It
