Push information from Followup CRM to Zapier to create automated workflows
Zapier workflows establish connections between Followup CRM and other software to create streamlined processes and task assignments
Build a workflow between Followup CRM and any software you use that integrates with Zapier to establish if/then triggers or actions
An Example of How the Zapier Integration Works
If your business uses QuickBooks for accounting, create a Zapier workflow between Followup CRM and QuickBooks to connect the two platforms, simplifying your data entry and record-keeping processes and eliminating double entries between platforms.
