Dataforma is the most inclusive system for service management professionals, including roofers, HVAC technicians, and other remote contractors. We're excited to share with you this great process that allows you to pull or push your data back and forth between Followup and Dataforma without double entry! Here's how it works:
You click on the Dataforma button, you get a couple of options. You can either create data in Dataforma, or you can pull data into Followup from Dataforma:
![How the Followup CRM and Dataforma Integration Work](https://www.followupcrm.com/hubfs/FollowupCRM_November_2022/Images/61b7ae913720d50b8c2305fc_image.png)
You will see two options: Create - Pull
![How the Followup CRM and Dataforma Integration Work](https://www.followupcrm.com/hubfs/FollowupCRM_November_2022/Images/61b7ae91dba10ffe8ccd638b_image.png)
In this case, we are going to create a new Dataforma so we click on Create:
![How the Followup CRM and Dataforma Integration Work](https://www.followupcrm.com/hubfs/FollowupCRM_November_2022/Images/61b7ae9172cd3f6da02c79d2_image.png)
We are going to select the Building option:
![How the Followup CRM and Dataforma Integration Work](https://www.followupcrm.com/hubfs/FollowupCRM_November_2022/Images/61b7ae917eec89320845f92c_image.png)
Then you click on Create:
![How the Followup CRM and Dataforma Integration Work](https://www.followupcrm.com/hubfs/FollowupCRM_November_2022/Images/61b7ae910f0fc81e10b91de9_image.png)
And the information will be created:
![How the Followup CRM and Dataforma Integration Work](https://www.followupcrm.com/hubfs/FollowupCRM_November_2022/Images/61b7ae91e869291abd6a16b2_image.png)
Now let me show you how to pull data in from Dataforma:
On the Dataforma option:
1. Select Pull:
![How the Followup CRM and Dataforma Integration Work](https://www.followupcrm.com/hubfs/FollowupCRM_November_2022/Images/61b7ae927848e119359112a8_image.png)
2. Select the option Building:
![How the Followup CRM and Dataforma Integration Work](https://www.followupcrm.com/hubfs/FollowupCRM_November_2022/Images/61b7ae9273b8c0738228894a_image.png)
3. Search for the address of the building:
![How the Followup CRM and Dataforma Integration Work](https://www.followupcrm.com/hubfs/FollowupCRM_November_2022/Images/61b7ae92e8692907fd6a16b3_image.png)
4. Select the building that you want to pull:
![How the Followup CRM and Dataforma Integration Work](https://www.followupcrm.com/hubfs/FollowupCRM_November_2022/Images/61b7ae927848e1668a9112a9_image.png)
5. Click on Pull:
![How the Followup CRM and Dataforma Integration Work](https://www.followupcrm.com/hubfs/FollowupCRM_November_2022/Images/61b7ae92c2f47c08b5de279b_image.png)
Then you pull it in to Followup and you can see the address automatically updated according to the data in Dataforma:
![How the Followup CRM and Dataforma Integration Work](https://www.followupcrm.com/hubfs/FollowupCRM_November_2022/Images/61b7ae9272cd3f93ce2c79d3_image.png)
So it makes it really nice and easy to interact with your data and make sure there's no double entry.