Constant Contact + Method CRM

Add new Method CRM customers or leads to a Constant Contact list

Stay on top of your customer management and marketing with this Method CRM to Constant Contact workflow. Whenever a new customer or customer lead is added in Method CRM (QuickBooks Only), this automation will immediately add that contact to a list in Constant Contact. This streamlines your process, allowing you to swiftly communicate with your new contacts through your chosen marketing strategies.

When this happens...
New Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.
TriggerPolling
automatically do this!
Add Contact to List
Adds a contact to one or more lists.
ActionWrite

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Supported triggers and actions

New Activity
Triggers when a new activity is added.
Trigger
Polling
Try It
New Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is added.
Trigger
Polling
Try It
- Start DateRequired
- Due Date
- Comments
- Opportunity Record ID
- Contact RecordID
- StatusRequired
- TypeRequired
- Assigned ToRequired
- Custom Fields
Action
Write
- First NameRequired
- Last Name
- NameRequired
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is Customer Lead?
- Custom Fields
Action
Write

- Table NameRequired
- Fields
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

- FieldRequired
- ValueRequired
Action
Search
- FieldRequired
- ValueRequired
Action
Search
- FieldRequired
- ValueRequired
- First NameRequired
- Last Name
- NameRequired
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is Customer Lead?
- Custom Fields
Action
Search or write
New Contact
Triggers when a new contact is added to your account.
Trigger
Polling
Try It
New List
Triggers when a new list is added.
Trigger
Polling
Try It
- Contact IDRequired
- ListRequired
Action
Write
- Contact IDRequired
- ListRequired
Action
Write
- Contact IDRequired
- Update SourceRequired
- EmailRequired
- List
- First Name
- Middle Name
- Last Name
- Job Title
- Company Name
- Max 2 Phone Numbers
- Home Phone
- Work Phone
- Cell Phone
- Other - Phone Number
- SMS Terms & Conditions
- SMS Phone Number
- SMS Consent Type
- Anniversary
- Birthday Month
- Birthday Day
- Address Requirements
- Address Type
- Street Address
- City
- State
- Zip or Postal Code
- Country
- Tags
Action
Write
- EmailRequired
- Status
- Deleted Contact Warning
Action
Search

New Contact
Triggers when a new contact is added.
Trigger
Polling
Try It
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
New Vendor
Triggers when a new vendor is added.
Trigger
Polling
Try It
- First NameRequired
- Last Name
- Entity Full NameRequired
- Email
- Phone
- Custom Fields
Action
Write
- First NameRequired
- Last Name
- NameRequired
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is CustomerVendor Lead?
- Custom Fields
Action
Write
- Contact RecordIDRequired
- Opportunity NameRequired
- Assigned ToRequired
- Close DateRequired
- Description
- Opportunity StageRequired
- Opportunity Type
- Amount
- Custom Fields
Action
Write
- FieldRequired
- ValueRequired
Action
Search
- FieldRequired
- ValueRequired
Action
Search
- FieldRequired
- ValueRequired
- First NameRequired
- Last Name
- Entity Full NameRequired
- Email
- Phone
- Custom Fields
Action
Search or write
- FieldRequired
- ValueRequired
- First NameRequired
- Last Name
- NameRequired
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is CustomerVendor Lead?
- Custom Fields
Action
Search or write
- CampaignRequired
- Campaign ActivityRequired
Trigger
Polling
Try It
New Unsubscriber
Triggers when a contact Unsubscribes (Email Unsubscribed).
Trigger
Polling
Try It
- Create SourceRequired
- EmailRequired
- List
- First Name
- Middle Name
- Last Name
- Job Title
- Company Name
- Max 2 Phone Numbers
- Home Phone
- Work Phone
- Cell Phone
- Other - Phone Number
- SMS Terms & Conditions
- SMS Phone Number
- SMS Consent Type
- Anniversary
- Birthday Month
- Birthday Day
- Address Requirements
- Address Type
- Street Address
- City
- State
- Zip or Postal Code
- Country
- Tags
Action
Write
- Contact IDRequired
- TagsRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- EmailRequired
- Status
- Deleted Contact Warning
- Create SourceRequired
- List
- First Name
- Middle Name
- Last Name
- Job Title
- Company Name
- Max 2 Phone Numbers
- Home Phone
- Work Phone
- Cell Phone
- Other - Phone Number
- SMS Terms & Conditions
- SMS Phone Number
- SMS Consent Type
- Anniversary
- Birthday Month
- Birthday Day
- Address Requirements
- Address Type
- Street Address
- City
- State
- Zip or Postal Code
- Country
- Tags
Action
Search or write