Method CRM + Phone.com

Create new Phone.com contacts from new or updated customers in Method CRM

This workflow enables seamless interaction between Method CRM and Phone.com. When a new customer or lead is added in Method CRM, a corresponding contact will be created in Phone.com. This ensures that all your customer contacts are stored in one unified communication platform. It's an efficient way to maintain up-to-date communication with your customers and leads. No manual effort needed.

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 Contact
Find a contact
ActionWrite

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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
Call Completed
Triggers when an inbound or outbound call is terminated on your Phone.com account.
Trigger
Instant
Try It
New Call
Triggers when a new inbound or outbound call is initiated on your Phone.com account.
Trigger
Instant
Try It
New Call Recording
Triggers when a new call recording is created on your Phone.com account.
Trigger
Instant
Try It
- Extension
Trigger
Instant
Try It
- Leg A Phone NumberRequired
- Private Call To Leg A
- Caller ID For Leg A
- ExtensionRequired
- Leg B Phone Number
- Caller ID For Leg B
Action
Write
- FromRequired
- ToRequired
- TextRequired
Action
Write
- ExtensionRequired
- Contact Group ID
- Name
- Phone
Action
Search

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
New Call Log Record
Triggers when a new log entry is created for a call. Note: Multiple log entries can be created for each call.
Trigger
Instant
Try It
Call Status Updated
Triggers when an inbound or outbound call's status was updated.
Trigger
Instant
Try It
- Extension
Trigger
Instant
Try It
New Voicemail
Triggers when a new voicemail is created on your Phone.com account.
Trigger
Instant
Try It
- ExtensionRequired
- Contact Group
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Phonetic First Name
- Phonetic Middle Name
- Phonetic Last Name
- Nickname
- Company Name
- Department
- Job Title
- Email
- Alternative Email
- Business Phone Number
- Home Phone Number
- Mobile Phone Number
- Fax
- Business Address: Street address
- Business Address: City
- Business Address: State
- Business Address: Zip
- Business Address: Country
- Home Address: Street address
- Home Address: City
- Home Address: State
- Home Address: Zip
- Home Address: Country
Action
Write
- Call UUID
Action
Search

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)

Similar apps

Zapier Interfaces

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

About Phone.com

Phone.com app allows you to send and receive SMS, integrate CRM, get events on calls and call logs and generate calls.

Related categories

Phone & SMS

Method CRM + Phone.com

Create new Phone.com contacts from new or updated customers in Method CRM

New Activity

New Customer or Customer Lead (QuickBooks Only)

New Opportunity

Add Activity

Add Customer or Customer Lead (QuickBooks Only)

Add Generic Entry

API Request (Beta)

Find Customer or Customer Lead (QuickBooks Only)

Find Vendor

Find or Create Customer

Call Completed

New Call

New Call Recording

New Outbound SMS

Make Call (Click to Call)

Send SMS

Find Contact

New Contact

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

New Vendor

Add Contact to Existing Entity

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

Add Opportunity

Find Contact

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

Find or Create Contact

Find or Create CustomerVendor

New Call Log Record

Call Status Updated

New Inbound SMS

New Voicemail

Create Contact

Find Call Data

About Method CRM

Related categories

Similar apps

Zapier Interfaces

About Phone.com

Related categories