Method CRM + Slack
Send direct messages in Slack for new activities in Method CRM
Stay up-to-date with recent developments within your Method CRM. With this workflow, once there's a new activity in your CRM, a direct message sails straight to your Slack app. It simplifies the process, enhances quick decision-making, and optimizes team communication. No more frequent checks, just streamlined business operations.
Stay up-to-date with recent developments within your Method CRM. With this workflow, once there's a new activity in your CRM, a direct message sails straight to your Slack app. It simplifies the process, enhances quick decision-making, and optimizes team communication. No more frequent checks, just streamlined business operations.
- When this happens...New Activity
Triggers when a new activity is added.
- automatically do this!Send Direct Message
Send a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.
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- 14 day trial for premium features & apps
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
