Integrations BuildBetter followup-crm
BuildBetter + followup-crm

Connect BuildBetter and followup-crm to Build Intelligent Automations

Choose a Trigger

BuildBetter

When this happens...

Choose an Action

followup-crm

Automatically do this!

Enable Integrations or automations with these events of BuildBetter and followup-crm

Enable Integrations or automations with these events of BuildBetter and followup-crm

Triggers

New Call Is Added

New Call Is Added

Runs when new call is added

Request a new Trigger for BuildBetter

Actions

Get Call

Get Call

Get call details by Call ID.

Get Call Attendees

Get Call Attendees

Get the names and emails of people who attended a specific call.

Get Call Summaries

Get Call Summaries

Get full AI-generated summaries for a specific call.

Request a new Action for BuildBetter

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Frequently Asked Questions

How do I start an integration between BuildBetter and followup-crm?

To start, connect both your BuildBetter and followup-crm accounts to viaSocket. Once connected, you can set up a workflow where an event in BuildBetter triggers actions in followup-crm (or vice versa).

Can we customize how data from BuildBetter is recorded in followup-crm?

Absolutely. You can customize how BuildBetter data is recorded in followup-crm. This includes choosing which data fields go into which fields of followup-crm, setting up custom formats, and filtering out unwanted information.

How often does the data sync between BuildBetter and followup-crm?

The data sync between BuildBetter and followup-crm typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from BuildBetter to followup-crm?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between BuildBetter and followup-crm?

Yes, you can set conditional logic to control the flow of data between BuildBetter and followup-crm. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

BuildBetter

About BuildBetter

BuildBetter is an innovative AI-driven platform designed to enhance productivity and streamline project management processes. It leverages advanced artificial intelligence to provide insights, automate tasks, and improve team collaboration, making it an essential tool for modern businesses.

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followup-crm

About followup-crm

Followup CRM allows construction contractors to keep track of leads, jobs, and bids, upload photos and documents from anywhere with our cloud-based software.

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