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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
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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

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
How to Create and Sync a Work Order from Followup CRM to Vista

Zapier

How to Set Up Integrations with Zapier
Zapier Integration
Zapier Integration Enhancements

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