Method CRM + RevBoss
Add new Method CRM customers or customer leads to suppression contacts in RevBoss
When a new customer or lead emerges in your Method CRM, this workflow instantly adds their contact details to the suppression list in your RevBoss application. This provides a seamless way to manage your suppression list without needing to manually update it. It enhances your customer relationship management by ensuring that only relevant contacts receive your marketing campaigns.
When a new customer or lead emerges in your Method CRM, this workflow instantly adds their contact details to the suppression list in your RevBoss application. This provides a seamless way to manage your suppression list without needing to manually update it. It enhances your customer relationship management by ensuring that only relevant contacts receive your marketing campaigns.
- When this happens...New Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.
- automatically do this!Add Contact to Suppression
Adds a new contact to suppression RevBoss and tags it as a lead if it exists.
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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
