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  • Microsoft Outlook logoMicrosoft Outlook logo

Method CRM + Microsoft Outlook

Create Microsoft Outlook events from new Method CRM activities

Effortlessly manage your schedule with this Method CRM to Microsoft Outlook automation. Whenever a new activity is added in Method CRM, an event will be created in your Microsoft Outlook calendar. Stay organized and never miss an important activity with this seamless workflow that keeps your agenda updated.

Effortlessly manage your schedule with this Method CRM to Microsoft Outlook automation. Whenever a new activity is added in Method CRM, an event will be created in your Microsoft Outlook calendar. Stay organized and never miss an important activity with this seamless workflow that keeps your agenda updated.

  1. When this happens...
    Method CRMMethod CRM
    New Activity

    Triggers when a new activity is added.

    TriggerPolling
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Create Event

    Create an event in the calendar of your choice.

    ActionWrite
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Supported triggers and actions

  • Method CRM triggers, actions, and search

    New Customer or Customer Lead (QuickBooks Only)

    Triggers when a new customer or customer lead is added.

    Trigger
    Polling
    Try It
    • Start DateRequired

    • Due Date

    • Comments

    • Opportunity Record ID

    • Contact RecordID

    • StatusRequired

    • TypeRequired

    • Assigned ToRequired

    • Custom Fields

    Action
    Write
  • Method CRM triggers, actions, and search

    New Customer/Vendor or Customer/Vendor Lead (Xero Only)

    Triggers when a new customer/vendor or customer/vendor lead is added.

    Trigger
    Polling
    Try It
    • First NameRequired

    • Last Name

    • Entity Full NameRequired

    • Email

    • Phone

    • Custom Fields

    Action
    Write
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About Method CRM

Method CRM™ is a QuickBooks CRM that streamlines your business from lead to repeat and everything in between.
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microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

Related categories

Triggers & Actions