MessageDesk + Method CRM

Send welcome SMS messages through MessageDesk to new MethodCRM contacts

Automatically send a welcome SMS to new MethodCRM leads through MessageDesk. Pro tip: Add Method CRM contact fields to your MessageDesk message text for better personalization.

Automatically send a welcome SMS to new MethodCRM leads through MessageDesk. Pro tip: Add Method CRM contact fields to your MessageDesk message text for better personalization.

  1. When this happens...
    Method CRMMethod CRM
    New Contact

    Triggers when a new contact is added.

    TriggerPolling
  2. automatically do this...
    MessageDeskMessageDesk
    Add or Update Contact

    Creates a contact or updates them if they already exist

    ActionWrite
  3. then do this!
    MessageDeskMessageDesk
    Send Message to Contact

    This action sends an SMS message to a contact in MessageDesk.

    ActionWrite
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Supported triggers and actions

  • Method CRM triggers, actions, and search

    New Customer/Vendor or Customer/Vendor Lead (Xero Only)

    Triggers when a new customer/vendor or customer/vendor lead is added.

    Trigger
    Polling
    Try It
    • First NameRequired

    • Last Name

    • Entity Full NameRequired

    • Email

    • Phone

    • Custom Fields

    Action
    Write
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About MessageDesk

MessageDesk is a text messaging service that allows you to schedule text messages, save templates, automate recurring message sends, send out mass broadcast sends and more

Related categories

  • Communication
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method-crm logo

About Method CRM

Method CRM™ is a QuickBooks CRM that streamlines your business from lead to repeat and everything in between.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier