BizConnect + Method CRM
Add new BizConnect contacts as customers or customer leads in Method CRM
Streamline your customer management process with this intuitive workflow between BizConnect and Method CRM. Whenever you add a new contact in BizConnect, this automation will immediately add them as a customer or a customer lead in Method CRM. It's a simple and efficient way to ensure your customer information is always up-to-date across both platforms, saving you valuable time and reducing the chance of data entry errors.
Streamline your customer management process with this intuitive workflow between BizConnect and Method CRM. Whenever you add a new contact in BizConnect, this automation will immediately add them as a customer or a customer lead in Method CRM. It's a simple and efficient way to ensure your customer information is always up-to-date across both platforms, saving you valuable time and reducing the chance of data entry errors.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Customer or Customer Lead (QuickBooks Only)
Adds a new customer or customer lead
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New Contact
Triggers when a new contact is created.
Try ItNew 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.
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First NameRequired
Last Name
Email
Company Name
Job Title
Mobile Numbers
Phone Numbers
Fax
PO Box
Address
Postal(ZIP) Code
City
State
Country
Website
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.
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