Map My Customers + Method CRM

Map My Customers + Method CRM integrations

Create or update activities in Map My Customers for new activities in Method CRM

When a new activity is detected in your Method CRM platform, this workflow streamlines your efforts by instantly creating or updating the activity in Map My Customers. This automation saves you the time of manual data entry, ensuring your customer interactions are always up-to-date across multiple platforms. Keep your team in the loop and elevate customer relations by maintaining data consistency effortlessly.

When this happens...
New ActivityTriggers when a new activity is added.
TriggerPolling
automatically do this!
Create or Update ActivityCreates or Updates an Activity.
ActionWrite

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More things you can do with Method CRM and Map My Customers

Discover other triggers and actions you can use with Method CRM and Map My Customers

New Activity
Triggers when a new activity is added.
Trigger
Polling
Try It
New Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is added.
Trigger
Polling
Try It
- Start Date
  Required
- Due Date
- Comments
- Opportunity Record ID
- Contact RecordID
- Status
  Required
- Type
  Required
- Assigned To
  Required
- Custom Fields
Action
Write
- First Name
  Required
- Last Name
- Name
  Required
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is Customer Lead?
- Custom Fields
Action
Write

- Table Name
  Required
- Fields
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Field
  Required
- Value
  Required
Action
Search
- Field
  Required
- Value
  Required
Action
Search
- Field
  Required
- Value
  Required
- First Name
  Required
- Last Name
- Name
  Required
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is Customer Lead?
- Custom Fields
Action
Search or write
- Filter by Groups
Trigger
Polling
Try It
- Filter by Activity Type
- Filter by Assignee
- Completed?
- Public?
Trigger
Polling
Try It
New User
Triggers when a new user is added to your organization.
Trigger
Polling
Try It
- Object Type
  Required
Action
Write
- Unique ID
  Required
- Name
- Email
- Phone Number
- Website
- Pin Color
- # of Employees
- Annual Revenue
- Street Address
- Address City
- State/Province
- Postal Code
- Country
- Parent Company
Action
Write
- Unique ID
  Required
- Activity Type
- Title/Name
- Start Time
- Duration
- Assignee
- Note
- Completed?
- Public?
- Company
- Person
- Deal
Action
Write
- Name
- Email
- Phone Number
- Website
- Parent Company
- Company ID
Action
Search
- Activity Type
- Title
- Start Time
- Assignee
- Note
- Completed?
- Public?
- Company
- Person
- Deal
- Activity ID
Action
Search
- Full Name
- Email
- User ID
Action
Search
- Name
- Email
- Phone Number
- Company
- Person ID
- Unique ID
  Required
- First Name
- Last Name
- Email
- Phone Number
- Pin Color
- Company
- Street Address
- Address City
- State/Province
- Postal Code
- Country
Action
Search or write
- Name
- Company
- Person
- Funnel
- Score
- Closing Date
- Amount
- Deal ID
- Unique ID
  Required
- Name
- Company
- Person
- Funnel
- Score
- Closing Date
- Amount
Action
Search or write

New Contact
Triggers when a new contact is added.
Trigger
Polling
Try It
New Customer/Vendor or Customer/Vendor Lead (Xero Only)
Triggers when a new customer/vendor or customer/vendor lead is added.
Trigger
Polling
Try It
New Vendor
Triggers when a new vendor is added.
Trigger
Polling
Try It
- First Name
  Required
- Last Name
- Entity Full Name
  Required
- Email
- Phone
- Custom Fields
Action
Write
- First Name
  Required
- Last Name
- Name
  Required
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is CustomerVendor Lead?
- Custom Fields
Action
Write
- Contact RecordID
  Required
- Opportunity Name
  Required
- Assigned To
  Required
- Close Date
  Required
- Description
- Opportunity Stage
  Required
- Opportunity Type
- Amount
- Custom Fields
Action
Write
- Field
  Required
- Value
  Required
Action
Search
- Field
  Required
- Value
  Required
Action
Search
- Field
  Required
- Value
  Required
- First Name
  Required
- Last Name
- Entity Full Name
  Required
- Email
- Phone
- Custom Fields
Action
Search or write
- Field
  Required
- Value
  Required
- First Name
  Required
- Last Name
- Name
  Required
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is CustomerVendor Lead?
- Custom Fields
Action
Search or write
- Filter by Groups
Trigger
Polling
Try It
- Filter by Groups
- Filter by Funnel
Trigger
Polling
Try It
- Object Type
  Required
Action
Write
- Object Type
  Required
Action
Write
- Unique ID
  Required
- First Name
- Last Name
- Email
- Phone Number
- Pin Color
- Company
- Street Address
- Address City
- State/Province
- Postal Code
- Country
Action
Write
- Unique ID
  Required
- Name
- Company
- Person
- Funnel
- Score
- Closing Date
- Amount
Action
Write
- Name
- Email
- Phone Number
- Company
- Person ID
Action
Search
- Name
- Company
- Person
- Funnel
- Score
- Closing Date
- Amount
- Deal ID
Action
Search
- Name
- Email
- Phone Number
- Website
- Parent Company
- Company ID
- Unique ID
  Required
- Name
- Email
- Phone Number
- Website
- Pin Color
- # of Employees
- Annual Revenue
- Street Address
- Address City
- State/Province
- Postal Code
- Country
- Parent Company
Action
Search or write
- Activity Type
- Title
- Start Time
- Assignee
- Note
- Completed?
- Public?
- Company
- Person
- Deal
- Activity ID
- Unique ID
  Required
- Activity Type
- Title/Name
- Start Time
- Duration
- Assignee
- Note
- Completed?
- Public?
- Company
- Person
- Deal
Action
Search or write

About Map My Customers

Map My Customers is the mobile sales CRM simplifying your team's day-to-day.

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CRM (Customer Relationship Management)

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About Method CRM

Method CRM™ is a QuickBooks CRM that streamlines your business from lead to repeat and everything in between.

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