Method CRM + Pro Crew Schedule
Create new schedules in Pro Crew Schedule for every new activity in Method CRM
Stay on top of every activity in your Method CRM by using this workflow. Whenever a new activity is noted in Method CRM, a schedule is promptly created in the Pro Crew Schedule to ensure seamless project management. This automation not only enhances your productivity but also ensures that no important task falls through the cracks. Enjoy more efficient work processes by connecting your Method CRM and Pro Crew Schedule apps.
Stay on top of every activity in your Method CRM by using this workflow. Whenever a new activity is noted in Method CRM, a schedule is promptly created in the Pro Crew Schedule to ensure seamless project management. This automation not only enhances your productivity but also ensures that no important task falls through the cracks. Enjoy more efficient work processes by connecting your Method CRM and Pro Crew Schedule apps.
- When this happens...New Activity
Triggers when a new activity is added.
- automatically do this!Create a Schedule
Creates a Schedule
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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
