Method CRM + Microsoft Teams
Create Microsoft Teams chat messages for new Method CRM activities
Stay up to date with your team by instantly sending chat messages in Microsoft Teams whenever there's a new activity in Method CRM. This efficient workflow helps you keep everyone informed about important updates and ensures seamless communication, so you can focus on growing your business instead of manually sharing information.
Stay up to date with your team by instantly sending chat messages in Microsoft Teams whenever there's a new activity in Method CRM. This efficient workflow helps you keep everyone informed about important updates and ensures seamless communication, so you can focus on growing your business instead of manually sharing information.
- When this happens...New Activity
Triggers when a new activity is added.
- automatically do this!Send Chat Message
Sends a message in an existing chat.
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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
