Method CRM + Robly
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.
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 Contact
Triggers when a new contact is added.
- automatically do this!Create Contact
Adds a new contact.
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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
