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How Zapier works
Zapier makes it easy to integrate GatherUp with Method CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Negative Feedback Trigger" from GatherUp.
Add your action
An action happens after the trigger—such as "Add Activity" in Method CRM.
You’re connected!
Zapier seamlessly connects GatherUp and Method CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Business LocationRequired
- Rating Score Threshold
Try ItTriggerInstant- Business LocationRequired
- Customer First NameRequired
- Customer Last NameRequired
- Customer Email
- Customer Phone
- Customer Job ID
- Customer Tags
- Communication Preference
- Preference Checking
- Send Feedback Request
- Delayed Feedback Request
ActionWrite- New Contact
Triggers when a new contact is added.
Try ItTriggerPolling - New Customer/Vendor or Customer/Vendor Lead (Xero Only)
Triggers when a new customer/vendor or customer/vendor lead is added.
Try ItTriggerPolling
- Business LocationRequired
- Rating Score ThresholdRequired
Try ItTriggerInstant- New Activity
Triggers when a new activity is added.
Try ItTriggerPolling - New Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.
Try ItTriggerPolling - New Opportunity
Triggers when a new opportunity is added.
Try ItTriggerPolling
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