Map My Customers + Method CRM

Create or update persons in Map My Customers for new or updated customers or customer leads in Method CRM

Manage your customer connections seamlessly with this workflow. Whenever a new customer or lead is added in Method CRM (QuickBooks only), their details are seamlessly updated or added to the Map my Customers app. This efficient process not only keeps your customer data organized but also allows you to focus on building strong customer relationships, rather than manually updating records.

When this happens...
New Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.
TriggerPolling
automatically do this!
Create or Update Person
Creates or Updates a Person.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

New Activity
Triggers when a new activity is added.
Trigger
Polling
Try It
New Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is added.
Trigger
Polling
Try It
- Start DateRequired
- Due Date
- Comments
- Opportunity Record ID
- Contact RecordID
- StatusRequired
- TypeRequired
- Assigned ToRequired
- Custom Fields
Action
Write
- First NameRequired
- Last Name
- NameRequired
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is Customer Lead?
- Custom Fields
Action
Write

- Table NameRequired
- Fields
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

- FieldRequired
- ValueRequired
Action
Search
- FieldRequired
- ValueRequired
Action
Search
- FieldRequired
- ValueRequired
- First NameRequired
- Last Name
- NameRequired
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is Customer Lead?
- Custom Fields
Action
Search or write
- Filter by Groups
Trigger
Polling
Try It
- Filter by Activity Type
- Filter by Assignee
- Completed?
- Public?
Trigger
Polling
Try It
New User
Triggers when a new user is added to your organization.
Trigger
Polling
Try It
- Object TypeRequired
Action
Write
- Unique IDRequired
- Name
- Email
- Phone Number
- Website
- Pin Color
- # of Employees
- Annual Revenue
- Street Address
- Address City
- State/Province
- Postal Code
- Country
- Parent Company
Action
Write
- Unique IDRequired
- Activity Type
- Title/Name
- Start Time
- Duration
- Assignee
- Note
- Completed?
- Public?
- Company
- Person
- Deal
Action
Write
- Name
- Email
- Phone Number
- Website
- Parent Company
- Company ID
Action
Search
- Activity Type
- Title
- Start Time
- Assignee
- Note
- Completed?
- Public?
- Company
- Person
- Deal
- Activity ID
Action
Search
- Full Name
- Email
- User ID
Action
Search
- Name
- Email
- Phone Number
- Company
- Person ID
- Unique IDRequired
- First Name
- Last Name
- Email
- Phone Number
- Pin Color
- Company
- Street Address
- Address City
- State/Province
- Postal Code
- Country
Action
Search or write
- Name
- Company
- Person
- Funnel
- Score
- Closing Date
- Amount
- Deal ID
- Unique IDRequired
- Name
- Company
- Person
- Funnel
- Score
- Closing Date
- Amount
Action
Search or write

New Contact
Triggers when a new contact is added.
Trigger
Polling
Try It
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
New Vendor
Triggers when a new vendor is added.
Trigger
Polling
Try It
- First NameRequired
- Last Name
- Entity Full NameRequired
- Email
- Phone
- Custom Fields
Action
Write
- First NameRequired
- Last Name
- NameRequired
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is CustomerVendor Lead?
- Custom Fields
Action
Write
- Contact RecordIDRequired
- Opportunity NameRequired
- Assigned ToRequired
- Close DateRequired
- Description
- Opportunity StageRequired
- Opportunity Type
- Amount
- Custom Fields
Action
Write
- FieldRequired
- ValueRequired
Action
Search
- FieldRequired
- ValueRequired
Action
Search
- FieldRequired
- ValueRequired
- First NameRequired
- Last Name
- Entity Full NameRequired
- Email
- Phone
- Custom Fields
Action
Search or write
- FieldRequired
- ValueRequired
- First NameRequired
- Last Name
- NameRequired
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is CustomerVendor Lead?
- Custom Fields
Action
Search or write
- Filter by Groups
Trigger
Polling
Try It
- Filter by Groups
- Filter by Funnel
Trigger
Polling
Try It
- Object TypeRequired
Action
Write
- Object TypeRequired
Action
Write
- Unique IDRequired
- First Name
- Last Name
- Email
- Phone Number
- Pin Color
- Company
- Street Address
- Address City
- State/Province
- Postal Code
- Country
Action
Write
- Unique IDRequired
- Name
- Company
- Person
- Funnel
- Score
- Closing Date
- Amount
Action
Write
- Name
- Email
- Phone Number
- Company
- Person ID
Action
Search
- Name
- Company
- Person
- Funnel
- Score
- Closing Date
- Amount
- Deal ID
Action
Search
- Name
- Email
- Phone Number
- Website
- Parent Company
- Company ID
- Unique IDRequired
- Name
- Email
- Phone Number
- Website
- Pin Color
- # of Employees
- Annual Revenue
- Street Address
- Address City
- State/Province
- Postal Code
- Country
- Parent Company
Action
Search or write
- Activity Type
- Title
- Start Time
- Assignee
- Note
- Completed?
- Public?
- Company
- Person
- Deal
- Activity ID
- Unique IDRequired
- Activity Type
- Title/Name
- Start Time
- Duration
- Assignee
- Note
- Completed?
- Public?
- Company
- Person
- Deal
Action
Search or write