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Method CRM + Slack + Formatter by Zapier

Add Slack notifications for new Method opportunities

  1. When this happens

    Step 1: New Opportunity

  2. Then do this

    Step 2: Find Contact

  3. Then do this

    Step 3: Numbers

  4. Then do this

    Step 4: Date / Time

  5. Then do this

    Step 5: Text

  6. Then do this

    Step 6: Send Channel Message

Do you struggle to keep your team up-to-date on new sales opportunities? Well, now you don’t have to thanks to this integration. Simply create a sales opportunity in Method and watch it appear in the Slack channel of your choice. Use this integration to automatically notify your team on Slack of new sales opportunities so that everyone is kept in the loop.

Supported triggers and actions

What does this mean?
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method-crm logo
method-crm logo

About Method CRM

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

Related categories

  • CRM (Customer Relationship Management)
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slack logo
slack logo

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.
Learn More

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About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

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