Constant Contact + Method CRM
Add new Method CRM customers and customer leads to Constant Contact as contacts
Effortlessly keep your customer relationships organized with this Method CRM to Constant Contact automation. Whenever a new customer or lead is added in Method CRM, this workflow creates a contact in Constant Contact, ensuring that your email marketing list stays up to date. Save time and stay focused on growing your business while this simple yet effective process takes care of managing your contacts.
Effortlessly keep your customer relationships organized with this Method CRM to Constant Contact automation. Whenever a new customer or lead is added in Method CRM, this workflow creates a contact in Constant Contact, ensuring that your email marketing list stays up to date. Save time and stay focused on growing your business while this simple yet effective process takes care of managing your contacts.
- When this happens...New Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.
- automatically do this!Create Contact
Triggers when a new contact is added to your account.
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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
