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.
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.
- Update a Job in Vista from Followup CRM
- Pull the Income Vs. Cost Summary from Vista into Followup CRM
- Sync change orders from Vista in Followup CRM
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