Amazon Alexa + Method CRM
Add new Amazon Alexa phrases to Method CRM as activities
Effortlessly manage your sales activities using this seamless workflow between Amazon Alexa and Method CRM. Once set up, each time you speak a trigger phrase in the Alexa app, it will create an activity in Method CRM. Save time and stay organized by automating your daily tasks with this convenient voice command solution.
Effortlessly manage your sales activities using this seamless workflow between Amazon Alexa and Method CRM. Once set up, each time you speak a trigger phrase in the Alexa app, it will create an activity in Method CRM. Save time and stay organized by automating your daily tasks with this convenient voice command solution.
- When this happens...Trigger Phrase Spoken
Triggers when you ask Alexa to trigger a zap with your trigger phrase. Requires the Zapier skill on an Alexa enabled device.
- automatically do this!Add Activity
Adds a new activity.
- Free forever for core features
- 14 day trial for premium features & apps
Example
Trigger Phrase(s)Required
Additional Prompt Question
Try ItNew 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 It
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
