Method CRM + Smartsheet
Create new Smartsheet sheets from each new opportunity in Method CRM
When a new opportunity arises in Method CRM, keep things streamlined and organized by creating a new sheet from an existing one in Smartsheet instantly. This workflow lets you replicate and save valuable data seamlessly, keeping your team updated and facilitating efficient client interactions. No need for duplication of efforts, let this workflow do the hard work for you and bring simplicity to your business processes.
When a new opportunity arises in Method CRM, keep things streamlined and organized by creating a new sheet from an existing one in Smartsheet instantly. This workflow lets you replicate and save valuable data seamlessly, keeping your team updated and facilitating efficient client interactions. No need for duplication of efforts, let this workflow do the hard work for you and bring simplicity to your business processes.
- When this happens...New Opportunity
Triggers when a new opportunity is added.
- automatically do this!Create Sheet From Existing Sheet
Create a new sheet from an existing sheet.
- Free forever for core features
- 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
