Method CRM Integrations
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Method CRM Integration Details
Launched on Zapier:
The following Method CRM Triggers, Searches, Filters, and Actions are supported by Zapier:
Triggers
Triggers when a new activity is added.
Triggers when a new contact is added.
Triggers when a new vendor is added.
Triggers when a new customer or customer lead is added.
Triggers when a new opportunity is added.
Actions
Adds a new activity.
Adds a new contact to an existing entity.
Adds a new opportunity.
Adds a new customer or customer lead
Adds a new entry to a table.
Searches
Finds an existing contact by entity full name, email or contact name.
Finds an existing vendor by full name or email.
Finds an existing customer or customer lead by full name or email.
Finds an existing customer or customer lead by full name or email.
Finds an existing contact by entity full name, email or contact name.
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