Create new customers or customer leads in Method CRM when new clients are added in Jobber
Streamline your customer management processes with this seamless automation. Whenever a new client is added in Jobber, their details are instantly sent to Method CRM where they are registered as a new customer or lead. This workflow ensures immediate and error-free data transfer between your Jobber and Method CRM, allowing you to save time, reduce manual data entry, and focus more on your client relationships.
Streamline your customer management processes with this seamless automation. Whenever a new client is added in Jobber, their details are instantly sent to Method CRM where they are registered as a new customer or lead. This workflow ensures immediate and error-free data transfer between your Jobber and Method CRM, allowing you to save time, reduce manual data entry, and focus more on your client relationships.
- When this happens...New Client
Triggers when a client is created.
- automatically do this!Add Customer or Customer Lead (QuickBooks Only)
Adds a new customer or customer lead
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