Update Method CRM customers when companies are updated in Kommo
Effortlessly maintain updated customer information with this seamless workflow. When a company is updated in the Kommo app, this automation will create or update a customer or customer lead in Method CRM's QuickBooks platform. Reduce manual work and enhance consistency by allowing this efficient process to handle your client data synchronization.
Effortlessly maintain updated customer information with this seamless workflow. When a company is updated in the Kommo app, this automation will create or update a customer or customer lead in Method CRM's QuickBooks platform. Reduce manual work and enhance consistency by allowing this efficient process to handle your client data synchronization.
- When this happens...Company Updated
Triggers when company is updated.
- automatically do this!Add Customer or Customer Lead (QuickBooks Only)
Adds a new customer or customer lead
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