Does Followup CRM integrate with Dataforma? Yes, it does!
- Dataforma is an all-inclusive system for service and project management system built specifically for construction companies
- Followup CRM's integration with Dataforma allows you to push information to Dataforma, eliminating double entry between platforms
If you are a Dataforma user and would like to set-up the integration between Followup CRM and Dataforma, reach out in the Help Chat, and we'll be happy to assist.
Setting up the Dataforma Integration
If you're a Dataforma user, start off by generating an API Key in Dataforma. Copy and store this key because - once it is displayed - you won't be able to view it again.
First, Log into Dataforma and write down your service code found at the top right of the page. (You'll need this for a later step). Then click your name.
Then click on the Api Keys tab. Scroll down and click Manage Api Key
You will be asked to name the key. Once you press submit, an API key is generated.
Note* If you are unable to retrieve the API Key, please reach out to your Tech Support Professional
You will be asked to name the key. Once you press submit, an API key is generated.
Copy your API Key.
Sign into Followup CRM, select your name in the top right, and then click Company Settings.
Then select the Dataforma Integration Tab. Enter the Dataforma service code you located earlier. Then enter in the API Key. Press save.
Under the file tab, choose a job you'd like use to send Client or Building to Dataforma. Begin sending the job to Dataforma by selecting the Send to Dataforma button.
You will be prompted to select Create Client or Create building from the dropdown. Select your desired option. You will see a pop up in the top right indicating the client or building was created successfully.
And then you can view the the building or client right in Dataforma!
We hope this helps get you started!
Want more hands-on help? Reach out in the Help Chat.
How to use the Dataforma Integration
For a full Help Article on How to Use the Dataforma Integration, click here.
For more information, reach out in the Help Chat.
Happy Selling!