MessageDesk + Method CRM
Send welcome SMS messages through MessageDesk to new MethodCRM contacts
Automatically send a welcome SMS to new MethodCRM leads through MessageDesk. Pro tip: Add Method CRM contact fields to your MessageDesk message text for better personalization.
Automatically send a welcome SMS to new MethodCRM leads through MessageDesk. Pro tip: Add Method CRM contact fields to your MessageDesk message text for better personalization.
- When this happens...New Contact
Triggers when a new contact is added.
- automatically do this...Add or Update Contact
Creates a contact or updates them if they already exist
- then do this!Send Message to Contact
This action sends an SMS message to a contact in MessageDesk.
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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
