Gmail + Method CRM
Create drafts in Gmail for new or updated customer leads in Method CRM
When a new customer or lead is added in Method CRM, simplify your communication process by letting this workflow create a draft in Gmail for you. Optimize efficiency and take the task off your plate of manually creating an email every time a client is added on QuickBooks. Get ahead with seamless integration between Gmail and Method CRM and focus more on building client relationships and less on administrative tasks.
When a new customer or lead is added in Method CRM, simplify your communication process by letting this workflow create a draft in Gmail for you. Optimize efficiency and take the task off your plate of manually creating an email every time a client is added on QuickBooks. Get ahead with seamless integration between Gmail and Method CRM and focus more on building client relationships and less on administrative tasks.
- When this happens...New Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.
- automatically do this!Create Draft
Create a draft email message.
- Free forever for core features
- 14 day trial for premium features & apps
New Activity
Triggers when a new activity is added.
Try ItNew Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.
Try ItNew Opportunity
Triggers when a new opportunity is added.
Try ItStart DateRequired
Due Date
Comments
Opportunity Record ID
Contact RecordID
StatusRequired
TypeRequired
Assigned ToRequired
Custom Fields
New Contact
Triggers when a new contact is added.
Try ItNew Customer/Vendor or Customer/Vendor Lead (Xero Only)
Triggers when a new customer/vendor or customer/vendor lead is added.
Try ItNew Vendor
Triggers when a new vendor is added.
Try ItFirst NameRequired
Last Name
Entity Full NameRequired
Email
Phone
Custom Fields
