Send text messages in Salesmsg for new contacts in Method CRM
Seize each potential sales opportunity in real-time with this streamlined communication process. Whenever a new contact is added in Method CRM, a text message is instantly dispatched via Salesmsg. This workflow greatly enhances your team's ability to connect promptly, strengthening your client relationships and boosting your business efficiency.
Seize each potential sales opportunity in real-time with this streamlined communication process. Whenever a new contact is added in Method CRM, a text message is instantly dispatched via Salesmsg. This workflow greatly enhances your team's ability to connect promptly, strengthening your client relationships and boosting your business efficiency.
- When this happens...New Contact
Triggers when a new contact is added.
- automatically do this!Send a Text Message (SMS / MMS)
Sends a new SMS or MMS text message.
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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