Salesflare Salesflare Integrations

Followup CRM and Salesflare

CRM (Customer Relationship Management) app.followupcrm.com ↗

How to connect Followup CRM

What you can automate

  • When company Created in Followup CRM, find or create account in Salesflare.
  • When company Updated in Followup CRM, find or create account in Salesflare.
  • When contact Created in Followup CRM, find or create contact in Salesflare.
  • When contact Updated in Followup CRM, find or create contact in Salesflare.
  • When new Account in Salesflare, create Company in Followup CRM.

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.

Followup CRM operations on Zapier

Triggers (9)

Start a workflow when this happens

  • Company Created — When a company is created on Followup, this Zap will be triggered
  • Company Updated — When a company is updated on Followup, this Zap will be triggered
  • Contact Created — When a contact is created on Followup, this Zap will be triggered
  • Contact Updated — When a contact is updated on Followup, this Zap will be triggered
  • New File in Folder — When a file is uploaded to specific folder on Followup, this Zap will be triggered
Show 4 more triggers
  • New Folder — When a new folder is created on FollowUp, this Zap will be triggered
  • New or Updated File — When a file is uploaded or updated on Followup, this Zap will be triggered
  • Project Created — When a new project is created on Followup, this Zap will be triggered
  • Project Updated — When a project is updated on Followup, this Zap will be triggered

Actions (6)

Things Salesflare can make it do

  • Create Company — Create a Company
  • Create Company Contact — Create Company Contact
  • Create Project — Zap Project in Followup CRM OA Testing team
  • Create Project Company Contact — Create Project Company Contact
  • Hail Impact — Add a task to a client when there is a Hail Impact to the client’s address.
Show 1 more actions
  • Upload File to Project — Upload a document or image file in a specific project

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