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Help Center
Integrations
Getting Started
Newest Features
Integrations
CompanyCam
DataForma
Deltek
Estimating Edge
FCS
Foundation
Hover
QuickBooks
Stack
Sage 100 Contractor
Sage 300 CRE
Sage Intacct
Procore
Spectrum
Vista
Zapier
Followup + Email Integration
Automations
Overview
Automations Enhancements
Business Development
Sales Management
Project Management
Reports and Analytics
System Settings
Proposal Generator
Proposal Generator (User Level)
Proposal Generator (Admin Level)
Administrative
Feature Overview
Pricing Import
FAQ's
Quick Start Guide
Custom Reporting
Integrations
Viewpoint Vista + Followup CRM
ERP Job and Customer Import Enhancements
ERP Scheduled Sync Settings
CompanyCam
How to set up (and use) the CompanyCam Integration
CompanyCam Integration
DataForma
Setting up the Dataforma Integration
Dataforma Integration
New Dataforma Integration Enhancements
Deltek
How the Followup CRM and Deltek Integration Work
Deltek Integration
Estimating Edge
Estimating Edge Integration
Followup CRM and The Edge Estimator Integration
FCS
Followup CRM and FCS Roofing Software Integration
FCS Integration
Foundation
Foundation Integration
How the Foundation Integration works with Companies and Contacts.
Custom project ID Foundation Software
Foundation Income vs. Cost 📊
Hover
HOVER Integration Setup
HOVER Integration
QuickBooks
How to set up your Quickbooks Integration
How to Link a Project from FollowUp CRM to QuickBooks
How to Email your Internal Accounting Team with Quickbooks & FollowUp CRM Data
How to Create and View Estimates on Quickbooks from FollowUp CRM
How to pull in the “Income vs. Cost” Summary from Quickbooks into FollowUp CRM
See more
Stack
Integrate STACK with Followup CRM
STACK Integration
Sage 100 Contractor
Sage 100 Integration
Sage Integration Mapping
How to Authenticate between Followup CRM and Sage 100 Contractor (using Agave)
Sage 300 CRE
Sage 300 CRE Integration
Sage 300 Integration Mapping
How to Integrate Followup CRM with Sage 300 CRE using Agave
Sage Intacct
Sage Intacct Integration Overview
How to set up your Followup CRM and Sage Intacct Integration
How to Integrate Followup CRM with Sage Intacct (Using Agave Connector)
Procore
Procore Integration Mapping
How to push a project from Followup CRM to Procore
How to set up your Procore Integration
Spectrum
Viewpoint Spectrum Integration
How to set up Vista Spectrum
Spectrum Integration Mapping
Vista
Vista Integration
How to connect to Vista in FollowupCRM
Vista Integration Mapping
Vista Enhancement - JC Contracts
Connecting Multiple Instances in Vista
See more
Zapier
How to Set Up Integrations with Zapier
Zapier Integration
Zapier Integration Enhancements
