17hats + Method CRM
Create Method CRM customer leads from new 17hats contacts
Efficiently manage your business contacts and streamline your customer relationship management with this 17hats and Method CRM automation. Whenever you add a new contact in 17hats, this workflow will create a customer or customer lead in Method CRM. It's a seamless way to save time, organize your client information, and ensure data consistency between apps.
Efficiently manage your business contacts and streamline your customer relationship management with this 17hats and Method CRM automation. Whenever you add a new contact in 17hats, this workflow will create a customer or customer lead in Method CRM. It's a seamless way to save time, organize your client information, and ensure data consistency between apps.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Customer or Customer Lead (QuickBooks Only)
Adds a new customer or customer lead
- Free forever for core features
- 14 day trial for premium features & apps
New Contact
Triggers when a new contact is created.
Try ItIs Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
New Activity
Triggers when a new activity is added.
Try It
Updated Contact
Triggers when an already existing contact is updated.
Try ItContactRequired
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
New Contact
Triggers when a new contact is added.
Try It