Docketwise + Method CRM
Add new Method CRM customers or customer leads to Docketwise as contacts
Easily manage your leads and customers with this seamless workflow. When a new customer or lead is added in Method CRM (QuickBooks Only), their information is instantly transferred into Docketwise as a new contact. No more manual data entry, saving you time and reducing the risk of errors. Staying organized and on top of your customer management has never been easier or more efficient.
Easily manage your leads and customers with this seamless workflow. When a new customer or lead is added in Method CRM (QuickBooks Only), their information is instantly transferred into Docketwise as a new contact. No more manual data entry, saving you time and reducing the risk of errors. Staying organized and on top of your customer management has never been easier or more efficient.
- 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
Creates a new Contact
- Free forever for core features
- 14 day trial for premium features & apps
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
