Gmail + Method CRM

Create drafts in Gmail for new or updated customer leads in Method CRM

When a new customer or lead is added in Method CRM, simplify your communication process by letting this workflow create a draft in Gmail for you. Optimize efficiency and take the task off your plate of manually creating an email every time a client is added on QuickBooks. Get ahead with seamless integration between Gmail and Method CRM and focus more on building client relationships and less on administrative tasks.

When a new customer or lead is added in Method CRM, simplify your communication process by letting this workflow create a draft in Gmail for you. Optimize efficiency and take the task off your plate of manually creating an email every time a client is added on QuickBooks. Get ahead with seamless integration between Gmail and Method CRM and focus more on building client relationships and less on administrative tasks.

  1. When this happens...
    Method CRMMethod CRM
    New Customer or Customer Lead (QuickBooks Only)

    Triggers when a new customer or customer lead is added.

    TriggerScheduled
  2. automatically do this!
    GmailGmail
    Create Draft

    Create a draft email message.

    ActionWrite
Start free with email
Start free with email
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Supported triggers and actions

What does this mean?
  • Method CRM triggers, actions, and search

    New Activity

    Triggers when a new activity is added.

    Trigger
    Scheduled
    Try It
  • Method CRM triggers, actions, and search

    New Customer or Customer Lead (QuickBooks Only)

    Triggers when a new customer or customer lead is added.

    Trigger
    Scheduled
    Try It
  • Method CRM triggers, actions, and search

    New Opportunity

    Triggers when a new opportunity is added.

    Trigger
    Scheduled
    Try It
    • Start DateRequired

    • Due Date

    • Comments

    • Opportunity Record ID

    • Contact RecordID

    • StatusRequired

    • TypeRequired

    • Assigned ToRequired

    • Custom Fields

    Action
    Write
  • Method CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is added.

    Trigger
    Scheduled
    Try It
  • Method CRM triggers, actions, and search

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

    Triggers when a new customer/vendor or customer/vendor lead is added.

    Trigger
    Scheduled
    Try It
  • Method CRM triggers, actions, and search

    New Vendor

    Triggers when a new vendor is added.

    Trigger
    Scheduled
    Try It
    • First NameRequired

    • Last Name

    • Entity Full NameRequired

    • Email

    • Phone

    • Custom Fields

    Action
    Write
gmail logo
gmail logo

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
Learn more

Related categories

  • Email
  • Google

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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)

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