Google Sheets + Method CRM
Create new Google Sheets rows for new or updated Method CRM customer leads
Create an efficient workflow between Method CRM and Google Sheets for better customer data management. When you get a new customer or a lead in Method CRM, this workflow will instantly update a row in your predefined Google Sheets document. This ensures you always have up-to-date customer data at your disposal; ideal for tracking, reporting and customer relationship management purposes.
Create an efficient workflow between Method CRM and Google Sheets for better customer data management. When you get a new customer or a lead in Method CRM, this workflow will instantly update a row in your predefined Google Sheets document. This ensures you always have up-to-date customer data at your disposal; ideal for tracking, reporting and customer relationship management purposes.
- When this happens...New Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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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
