Method CRM + Trello
Create new Trello cards for new Method CRM contacts
Simplify your customer relationship management by directly transforming new contacts in Method CRM into cards on your Trello. This workflow streamlines your tasks, helping you stay organized without any hassle. Every time you add a new contact in Method CRM, a card is created in Trello, making sure all your contact information is easy to access and manage.
Simplify your customer relationship management by directly transforming new contacts in Method CRM into cards on your Trello. This workflow streamlines your tasks, helping you stay organized without any hassle. Every time you add a new contact in Method CRM, a card is created in Trello, making sure all your contact information is easy to access and manage.
- When this happens...New Contact
Triggers when a new contact is added.
- automatically do this!Create Card
Adds a new card on a specific board and list.
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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
