Method CRM + Salesmsg

Send text messages via Salesmsg for new customers or customer leads in Method CRM

Boost your communication with customers using this streamlined workflow. Whenever you gain a new customer or customer lead in Method CRM, a corresponding text message will be sent via Salesmsg. This ensures swift communication, helping maintain client relationships and enhancing your business operations. Save time and enhance efficiency with this seamless workflow.

When this happens...
New Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.
TriggerScheduled
automatically do this!
Send a Text Message (SMS / MMS)
Sends a new SMS or MMS text message.
ActionWrite

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Supported triggers and actions

What does this mean?

New Activity
Triggers when a new activity is added.
Trigger
Scheduled
Try It
New Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is added.
Trigger
Scheduled
Try It
- Start DateRequired
- Due Date
- Comments
- Opportunity Record ID
- Contact RecordID
- StatusRequired
- TypeRequired
- Assigned ToRequired
- Custom Fields
Action
Write
- First NameRequired
- Last Name
- NameRequired
- 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 NameRequired
- Fields
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- FieldRequired
- ValueRequired
Action
Search
- FieldRequired
- ValueRequired
Action
Search
- FieldRequired
- ValueRequired
- First NameRequired
- Last Name
- NameRequired
- 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 Contact Opted-Out
Triggers when a contact has opted-out.
Trigger
Instant
Try It
- Phone Number
Trigger
Instant
Try It
- Phone Number
Trigger
Instant
Try It
- TagsRequired
Trigger
Instant
Try It
- Phone NumberRequired
- Note TextRequired
Action
Write
- Send FromRequired
- Send ToRequired
- MessageRequired
- Media URL (MMS Message)
- Apply Tags
Action
Write
- Phone Number or Email AddressRequired
- Tags NameRequired
Action
Write
- Search by FieldRequired
- Apply Tag
- Unsubscribe from
Action
Write
- Search by FieldRequired
Action
Search
- Search by FieldRequired
- Phone NumberRequired
- First Name
- Last Name
- Email Address
- Apply Tag
Action
Search or write

New Contact
Triggers when a new contact is added.
Trigger
Scheduled
Try It
New Customer/Vendor or Customer/Vendor Lead (Xero Only)
Triggers when a new customer/vendor or customer/vendor lead is added.
Trigger
Scheduled
Try It
New Vendor
Triggers when a new vendor is added.
Trigger
Scheduled
Try It
- First NameRequired
- Last Name
- Entity Full NameRequired
- Email
- Phone
- Custom Fields
Action
Write
- First NameRequired
- Last Name
- NameRequired
- 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 RecordIDRequired
- Opportunity NameRequired
- Assigned ToRequired
- Close DateRequired
- Description
- Opportunity StageRequired
- Opportunity Type
- Amount
- Custom Fields
Action
Write
- FieldRequired
- ValueRequired
Action
Search
- FieldRequired
- ValueRequired
Action
Search
- FieldRequired
- ValueRequired
- First NameRequired
- Last Name
- Entity Full NameRequired
- Email
- Phone
- Custom Fields
Action
Search or write
- FieldRequired
- ValueRequired
- First NameRequired
- Last Name
- NameRequired
- 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
- Phone Number
Trigger
Instant
Try It
New Contact
Triggers when you add a new contact.
Trigger
Instant
Try It
- Phone Number
Trigger
Instant
Try It
- Phone Number or Email AddressRequired
- Tag NamesRequired
Action
Write
- Phone NumberRequired
- First name
- Last Name
- Email Address
- Apply Tag
Action
Write
- Phone numberRequired
Action
Write
- Send FromRequired
- Send To (Phone Number)Required
- SMS Text MessageRequired
- Media URL (MMS Message)
- First Name
- Last Name
- Email Address
- Apply Tag
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search by Field
Action
Search

About Method CRM

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Salesmsg

Salesmsg is a two-way text messaging software to allows you to send and receive text messages online from real local phone numbers.

Learn more

Related categories

Phone & SMS

PRODUCTS

CAPABILITIES

By team

Method CRM + Salesmsg

Send text messages via Salesmsg for new customers or customer leads in Method CRM

New Activity

New Customer or Customer Lead (QuickBooks Only)

New Opportunity

Add Activity

Due Date

Comments

Opportunity Record ID

Contact RecordID

StatusRequired

TypeRequired

Assigned ToRequired

Custom Fields

Add Customer or Customer Lead (QuickBooks Only)

First NameRequired

Last Name

NameRequired

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

Add Generic Entry

Table NameRequired

Fields

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Customer or Customer Lead (QuickBooks Only)

FieldRequired

ValueRequired

Find Vendor

FieldRequired

ValueRequired

Find or Create Customer

FieldRequired

ValueRequired

First NameRequired

Last Name

NameRequired

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

New Contact Opted-Out

New Text Message Sent

Phone Number

Missed Incoming Phone Call

Phone Number

Tag Added to Contact

TagsRequired

Create Note

Phone NumberRequired

Note TextRequired

Send a Group Text Message (SMS / MMS)

Send FromRequired