Create new Katana customers from new contacts in Method CRM
Seamlessly streamline your CRM and manufacturing process with this workflow. When a new contact is added in the Method CRM system, a customer profile will be set up in the Katana app. This way, you're able to manage and track customer relationships and orders, ensuring a smooth production workflow and efficient customer service throughout your business operations.
Seamlessly streamline your CRM and manufacturing process with this workflow. When a new contact is added in the Method CRM system, a customer profile will be set up in the Katana app. This way, you're able to manage and track customer relationships and orders, ensuring a smooth production workflow and efficient customer service throughout your business operations.
- When this happens...New Contact
Triggers when a new contact is added.
- automatically do this!Create Customer
Creates a customer.
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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