Method CRM + Robly

Method CRM + Robly integrations

Create new contacts in Robly for each new contact in Method CRM

Keep your customer information up-to-date and organized with this efficient workflow. When a new contact is added in Method CRM, their details will be transferred over to Robly, creating a new contact there as well. This automation reduces manual data entry, ensuring that your contacts' information stays consistent across both platforms. This way, you can focus more on relationship building and less on administrative tasks.

When this happens...
New ContactTriggers when a new contact is added.
TriggerPolling
automatically do this!
Create ContactAdds a new contact.
ActionWrite

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More things you can do with Method CRM and Robly

Discover other triggers and actions you can use with Method CRM and Robly

New Activity
Triggers when a new activity is added.
Trigger
Polling
Try It
New Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is added.
Trigger
Polling
Try It
- Start Date
  Required
- Due Date
- Comments
- Opportunity Record ID
- Contact RecordID
- Status
  Required
- Type
  Required
- Assigned To
  Required
- Custom Fields
Action
Write
- First Name
  Required
- Last Name
- Name
  Required
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is Customer Lead?
- Custom Fields
Action
Write

- Table Name
  Required
- Fields
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Field
  Required
- Value
  Required
Action
Search
- Field
  Required
- Value
  Required
Action
Search
- Field
  Required
- Value
  Required
- First Name
  Required
- Last Name
- Name
  Required
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is Customer Lead?
- Custom Fields
Action
Search or write
New List
Triggers when a new list is created.
Trigger
Instant
Try It
New Unsubscribed Contact
Triggers when a contact is unsubscribed.
Trigger
Instant
Try It
- List Name
  Required
Action
Write
- Email List
  Required
- Email
  Required
Action
Write
- Email List
- Email
  Required
- First Name
- Last Name
Action
Write

New Contact
Triggers when a new contact is added.
Trigger
Polling
Try It
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
New Vendor
Triggers when a new vendor is added.
Trigger
Polling
Try It
- First Name
  Required
- Last Name
- Entity Full Name
  Required
- Email
- Phone
- Custom Fields
Action
Write
- First Name
  Required
- Last Name
- Name
  Required
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is CustomerVendor Lead?
- Custom Fields
Action
Write
- Contact RecordID
  Required
- Opportunity Name
  Required
- Assigned To
  Required
- Close Date
  Required
- Description
- Opportunity Stage
  Required
- Opportunity Type
- Amount
- Custom Fields
Action
Write
- Field
  Required
- Value
  Required
Action
Search
- Field
  Required
- Value
  Required
Action
Search
- Field
  Required
- Value
  Required
- First Name
  Required
- Last Name
- Entity Full Name
  Required
- Email
- Phone
- Custom Fields
Action
Search or write
- Field
  Required
- Value
  Required
- First Name
  Required
- Last Name
- Name
  Required
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is CustomerVendor Lead?
- Custom Fields
Action
Search or write
New Contact
Triggered when a new contact is added.
Trigger
Instant
Try It
- Email List
  Required
- Email
  Required
- Trigger Autoresponder
- Trigger Automation
Action
Write
- Email List
- Email
  Required
- First Name
- Last Name
- Trigger Autoresponder
- Trigger Automation
Action
Write
- Email
  Required
Action
Write
- Email
  Required
Action
Search

About Method CRM

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

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About Robly

Robly is an email marketing solution designed for beginners and experts alike.

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Marketing Automation

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier