Method CRM + SMS by Zapier
Send sms for new customers or customer leads in Method CRM with SMS by Zapier
Stay connected with your contacts at all times within the realm of your business operations. With this workflow, every time there's a new customer or customer lead in your Method CRM (QuickBooks only), an SMS will be immediately sent via SMS by Zapier app. It offers a seamless way to engage your leads the moment they are added, ensuring no one falls through the cracks.
Stay connected with your contacts at all times within the realm of your business operations. With this workflow, every time there's a new customer or customer lead in your Method CRM (QuickBooks only), an SMS will be immediately sent via SMS by Zapier app. It offers a seamless way to engage your leads the moment they are added, ensuring no one falls through the cracks.
- When this happens...New Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.
- automatically do this!Send SMS
Send an SMS to a number. Notice that a successful action means that the SMS has been queued, not delivered.
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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
