Method CRM + Microsoft Outlook
Create Microsoft Outlook events from new Method CRM activities
Effortlessly manage your schedule with this Method CRM to Microsoft Outlook automation. Whenever a new activity is added in Method CRM, an event will be created in your Microsoft Outlook calendar. Stay organized and never miss an important activity with this seamless workflow that keeps your agenda updated.
Effortlessly manage your schedule with this Method CRM to Microsoft Outlook automation. Whenever a new activity is added in Method CRM, an event will be created in your Microsoft Outlook calendar. Stay organized and never miss an important activity with this seamless workflow that keeps your agenda updated.
- When this happens...New Activity
Triggers when a new activity is added.
- automatically do this!Create Event
Create an event in the calendar of your choice.
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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
