Google Meet + Method CRM
Schedule meetings in Google Meet for new Method CRM activities
Effortlessly keep track of important interactions with clients by scheduling a Google Meet meeting whenever a new activity is added in Method CRM. This easy-to-use workflow streamlines your communication process, ensuring you never miss an opportunity to connect with your customers and stay on top of their needs. Stay organized and focused on building strong client relationships while this automation takes care of scheduling your meetings.
Effortlessly keep track of important interactions with clients by scheduling a Google Meet meeting whenever a new activity is added in Method CRM. This easy-to-use workflow streamlines your communication process, ensuring you never miss an opportunity to connect with your customers and stay on top of their needs. Stay organized and focused on building strong client relationships while this automation takes care of scheduling your meetings.
- When this happens...New Activity
Triggers when a new activity is added.
- automatically do this!Schedule a Meeting
Schedules a meeting.
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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
