Method CRM + RevBoss
Create Method CRM customers or customer leads from new RevBoss prospect events
Whenever a new prospect event occurs in RevBoss, this workflow swiftly adds the details as a customer or customer lead in Method CRM (only for QuickBooks). This efficient automation not only streamlines your lead generation process but also ensures all relevant customer information is up-to-date in your CRM system. Keep track of potential clients and enhance your business growth effortlessly with this workflow.
Whenever a new prospect event occurs in RevBoss, this workflow swiftly adds the details as a customer or customer lead in Method CRM (only for QuickBooks). This efficient automation not only streamlines your lead generation process but also ensures all relevant customer information is up-to-date in your CRM system. Keep track of potential clients and enhance your business growth effortlessly with this workflow.
- When this happens...Prospect Event
Triggers when a Prospect completes a specified event.
- automatically do this!Add Customer or Customer Lead (QuickBooks Only)
Adds a new customer or customer lead
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Event TypeRequired
Flow
Try ItEmailRequired
Suppression TypeRequired
Title
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 It
EmailRequired
SegmentRequired
Company Domain
First Name
Last Name
Middle Name
Nickname
Linkedin Url
Job Title
Phone Number
City
State
Country
Company Name
Company Linkedin Url
Company Size
Company Industry
Company Location
Company Linkedin Id
Company Phone Number
Company City
Company State
Company Country
Company Keywords
Company Annual Revenue
Company Seo Description
Company Number Of Retail Locations
Company Technologies
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 It
