Method CRM + Twilio
Send sms via Twilio for new or updated customers and customer leads in Method CRM
Stay promptly connected with your newer, potential customers with this efficient workflow. Whenever a new customer or lead is added in your Method CRM (QuickBooks exclusive), a tailored text message is then dispatched via Twilio to keep them engaged. This seamless process ensures a quick response time, strengthening your customer relationships. Leverage this routine to make your customer interactions more interactive and personalized.
Stay promptly connected with your newer, potential customers with this efficient workflow. Whenever a new customer or lead is added in your Method CRM (QuickBooks exclusive), a tailored text message is then dispatched via Twilio to keep them engaged. This seamless process ensures a quick response time, strengthening your customer relationships. Leverage this routine to make your customer interactions more interactive and personalized.
- 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 a SMS to a number or numbers.
- Free forever for core features
- 14 day trial for premium features & apps
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
