Vista
      Back to home
      1. Help Center
      2. Integrations
      3. Vista

      Vista Integration Mapping

      This article details what kinds of data can be shared between Vista and Followup CRM.

      Below you can also find step-by-step instructions for common use cases. 

      Copy of Copy of Vista Integration 2 Pager-1

      Top Use Cases

      Connecting Projects (in Followup CRM) to Jobs (in Vista)

      Prerequisites: A Project contract status must be “won,” and a contact must be attached. 

      Connecting Companies (in Followup CRM) to Customers (in Vista)

      Connecting Residential Contacts (in Followup CRM) to Customers (in Vista)

      • Push a Residential Contact from Followup CRM to create a Customer in Vista
      • Pull an existing Customer from Vista into Followup CRM as a Residential Contact
      • Update a Customer in Vista from Followup CRM


      Connecting a Project (in Followup CRM) to Work Order (in Vista)