If you’re tired of copy-pasting leads between tools or watching good prospects slip through the cracks, this one’s for you. Integrating your CRM with Getfollow doesn’t have to be a weekend project—or a source of mystery errors. Here’s how to actually make it work, avoid the usual headaches, and get back to closing deals instead of wrestling with software.
What is Getfollow (and why bother integrating)?
Getfollow is a tool that helps you collect and organize leads from your website, landing pages, or social forms. If you’re already using a CRM, you probably don’t want another spot where leads can get lost or go stale. Integrating the two means your team has a single source of truth, less manual work, and fewer “wait, did anyone follow up with this?” moments.
But—let’s be honest—not every integration is worth the trouble. Some tools promise “seamless” but deliver more seams than a cheap suit. The good news: if you set things up thoughtfully, Getfollow can play nicely with most CRMs. Here’s how.
Step 1: Figure Out If Your CRM Plays Nice With Getfollow
Before you even log into anything, check if your CRM is actually compatible with Getfollow. Most of the big names (Salesforce, HubSpot, Zoho, Pipedrive) either have direct integrations or can connect via Zapier or similar middleware.
- Check the Getfollow integration page for an official list. If your CRM is missing, don’t panic yet—middleware might fill the gap.
- Look for native integrations first. They’re usually easier to set up and less likely to break.
- If you’re forced to use Zapier/Integromat, be realistic about what you can automate. Not everything will transfer perfectly.
Pro tip: Don’t just assume “it’ll work.” Double-check data field compatibility (e.g., do both tools call the company field the same thing?), and see if there are any limits on the number of leads you can sync per month.
Step 2: Map Out Your Data (Or Regret It Later)
This is the step most people rush—and then regret when fields end up in the wrong place, or leads show up with missing info.
- List your key lead fields in both Getfollow and your CRM. Think name, email, phone, company, source, status, etc.
- Decide which ones really matter. Don’t try to sync every obscure field—just the stuff your team actually uses.
- Map each field from Getfollow to the equivalent in your CRM. If there isn’t a direct match, decide where it should go (or if you can live without it).
Honest take: The more custom fields or weird naming conventions you have, the more likely something will break. Keep it simple for now—you can always add more fields later.
Step 3: Set Up the Integration
This is where the rubber meets the road. The steps vary a bit depending on your CRM and whether you’re using a direct integration or a tool like Zapier.
If You Have a Native Integration
- Log in to Getfollow.
- Head to the Integrations section.
- Choose your CRM from the list.
- Authenticate (usually means logging into your CRM and granting permissions).
- Map your fields based on the work you did earlier.
- Test the connection—most tools let you send a dummy lead to check if it lands in your CRM.
If You’re Using Zapier (or Similar)
- Create a new Zap (or scenario).
- Set Getfollow as the trigger app—usually “New Lead” or similar.
- Set your CRM as the action app—usually “Create Lead” or “Add Contact.”
- Map fields as above.
- Set up filters if you want to only sync certain types of leads (e.g., only those from a specific landing page).
- Test the whole flow—don’t skip this step.
Pro tip: If you hit a weird error, check if you’ve exceeded API limits on either side. Some CRMs are stingy with how many records you can create per hour.
Step 4: Test Like You’re Trying to Break It
Don’t just add one test lead and call it a day. Try to break your setup before your actual leads start flowing in.
- Send leads with missing info (blank email, weird characters) and see how it handles them.
- Try bulk uploads if you expect to get more than one lead at a time.
- Ask a teammate to test, not just you. Fresh eyes catch weirdness you’ll miss.
What to watch for: - Duplicate entries (leads showing up twice) - Data landing in the wrong field - Leads getting stuck and not transferring at all
If anything’s off, fix it now. It only gets messier later.
Step 5: Automate What Actually Saves Time (and Ignore the Rest)
Most integrations come with a bunch of possible automations—some useful, some just noise.
Useful automations: - Assigning new leads to specific reps based on rules (like lead source or region) - Triggering auto-responders or follow-up tasks - Updating lead status when someone takes action (e.g., books a call)
Stuff to ignore for now: - Overcomplicated lead scoring unless your sales team actually uses it - Syncing every single activity or note (it clutters your CRM and slows it down) - Fancy dashboards until your basic workflow is working smoothly
Honest take: Automate the bottlenecks that actually slow your team down. Skip the “nice to have” stuff until your core flow is solid.
Step 6: Monitor, Adjust, and Don’t Set It and Forget It
Even the best setup needs tweaks. Plan for a quick review every week or two, at least for the first month.
- Check for sync errors in both Getfollow and your CRM.
- Ask your team if anything feels off or if leads are slipping through.
- Tweak field mappings as your process changes.
If something’s broken, fix it fast—don’t wait for a quarterly review. The whole point is to save time and headaches, not create new ones.
Common Pitfalls (and How to Dodge Them)
1. Field mismatches: Leads with missing or mangled info. Double-check your mappings. 2. Permission errors: CRMs sometimes revoke integration permissions—watch for silent failures. 3. Data privacy: Don’t sync sensitive info unless you really need it. Make sure you’re not violating any privacy rules. 4. Over-automation: Too many triggers and rules can make things unpredictable. Start small.
Wrap-Up: Keep It Simple, Iterate as You Go
You don’t need to build a spaceship on day one. Start with a basic integration between Getfollow and your CRM, make sure the leads show up where you want, and only then start layering on automations. Don’t chase every shiny feature—focus on what actually helps your team close more deals with less hassle.
Set it up, test it, fix what breaks, and keep it simple. You can always get fancy later.