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Integrations
CompanyCam
DataForma
Deltek
Estimating Edge
FCS
Foundation
Hover
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
Stack
Sage 100 Contractor
Sage 300 CRE
Sage Intacct
- Sage Intacct Integration Overview
- How to: Connect Multiple Sage Intacct Instances
- How to Map Modules in Sage Intacct
- How to Bulk Import Projects and Customers from Sage Intacct into Followup CRM
- How to Map Project IDs Between Followup CRM and Sage Intacct
- Sage Intacct Integration with Followup CRM
- How to set up your Followup CRM and Sage Intacct Integration
- How to Integrate Followup CRM with Sage Intacct (Using Agave Connector)
- How to Map Company and Contact Fields in Sage Intacct
- How to View and Sync the Income vs. Cost Module in Followup CRM