17hats + Method CRM
Create new Method CRM opportunities from 17hats contacts
Effortlessly manage your sales pipeline by connecting 17hats and Method CRM in a seamless workflow. With this automation, each time you create a new contact in 17hats, an opportunity will be added in Method CRM, helping you stay organized and focused on growing your business. Spend less time on manual data entry and more time closing deals with this streamlined process.
Effortlessly manage your sales pipeline by connecting 17hats and Method CRM in a seamless workflow. With this automation, each time you create a new contact in 17hats, an opportunity will be added in Method CRM, helping you stay organized and focused on growing your business. Spend less time on manual data entry and more time closing deals with this streamlined process.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Opportunity
Adds a new opportunity.
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- 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
