Google Sheets + Method CRM
Track new Method CRM activities by updating rows in Google Sheets
Effortlessly keep track of every update in your Method CRM app with this seamless workflow. Once set up, each time a new activity is logged in your Method CRM, it will instantly apply changes to a specific row in your Google Sheets. This ensures that your spreadsheet stays up-to-date with no additional effort or data entry required - a perfect solution to guarantee accurate and real-time data monitoring.
Effortlessly keep track of every update in your Method CRM app with this seamless workflow. Once set up, each time a new activity is logged in your Method CRM, it will instantly apply changes to a specific row in your Google Sheets. This ensures that your spreadsheet stays up-to-date with no additional effort or data entry required - a perfect solution to guarantee accurate and real-time data monitoring.
- When this happens...New Activity
Triggers when a new activity is added.
- automatically do this!Update Spreadsheet Row
Update a row in a specific spreadsheet with optional formatting.
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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
