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Foundation integration
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Foundation Integration Overview

  • Seamlessly import and export client and job/project CSV files between Followup CRM and Foundation
  • Pushing contact and project information from Followup CRM into Foundation eliminates double entry of data and eliminates the risk of non-user errors
  • Pulling accounting information from Foundation into Followup CRM provides an accurate and clean sales pipeline

See all data syncing capabilities and top use cases

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