Google Calendar + Method CRM
Create detailed events in Google Calendar for new opportunities in Method CRM
Stay on top of new business opportunities and never miss an important event with this seamless automation between Method CRM and Google Calendar. When a new opportunity arises in Method CRM, this workflow creates a detailed event in your Google Calendar, allowing you to easily track and manage all your important meetings and tasks. Boost your sales and productivity by ensuring all opportunities are efficiently scheduled and organized.
Stay on top of new business opportunities and never miss an important event with this seamless automation between Method CRM and Google Calendar. When a new opportunity arises in Method CRM, this workflow creates a detailed event in your Google Calendar, allowing you to easily track and manage all your important meetings and tasks. Boost your sales and productivity by ensuring all opportunities are efficiently scheduled and organized.
- When this happens...New Opportunity
Triggers when a new opportunity is added.
- automatically do this!Create Detailed Event
Create an event by defining each field.
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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
