Google Contacts + Method CRM
Create new Method CRM customers or customer leads from new Google Contacts
Streamline your network management with this efficient workflow. When a new contact is added to Google Contacts, it instantly creates a corresponding customer or lead in Method CRM. This seamless integration keeps your customer database up-to-date without requiring you to do manual data entry, allowing your team to focus on building strong relationships and driving sales.
Streamline your network management with this efficient workflow. When a new contact is added to Google Contacts, it instantly creates a corresponding customer or lead in Method CRM. This seamless integration keeps your customer database up-to-date without requiring you to do manual data entry, allowing your team to focus on building strong relationships and driving sales.
- When this happens...New Contact
Triggers when a contact is created.
- automatically do this!Add Customer or Customer Lead (QuickBooks Only)
Adds a new customer or customer lead
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New or Updated Contact
Triggers when a contact is created or updated.
Try ItNew Contact
Triggers when a contact is created.
Try ItCreate Contact
Creates a new contact.
NameRequired
New Group
Triggers when a group is created.
Try ItContactRequired
GroupRequired
ContactRequired
Phone Number
Additional Phone Numbers
Contact
PhotoRequired
