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.

  1. When this happens...
    Method CRMMethod CRM
    New Activity

    Triggers when a new activity is added.

    TriggerPolling
  2. automatically do this!
    Pro Crew SchedulePro Crew Schedule
    Create a Schedule

    Creates a Schedule

    ActionWrite
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Supported triggers and actions

  • Method CRM triggers, actions, and search

    New Customer/Vendor or Customer/Vendor Lead (Xero Only)

    Triggers when a new customer/vendor or customer/vendor lead is added.

    Trigger
    Polling
    Try It
    • First NameRequired

    • Last Name

    • Entity Full NameRequired

    • Email

    • Phone

    • Custom Fields

    Action
    Write
method-crm logo
method-crm logo

About Method CRM

Method CRM™ is a QuickBooks CRM that streamlines your business from lead to repeat and everything in between.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
procrew-schedule logo
procrew-schedule logo

About Pro Crew Schedule

Pro Crew Schedule is an all-in-one construction scheduling software.

Related categories

  • Project Management