Connect Cakemail and Method CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
Contact Updated
Contact Deleted
Contact Tagged
Contact Untagged
New Campaign
Campaign Updated
Campaign Cancelled
Choose an Action
Automatically do this!
- Request a new Action for Method CRM
Enable Integrations or automations with these events of Cakemail and Method CRM
Enable Integrations or automations with these events of Cakemail and Method CRM
Triggers
New Contact
Trigger when a new contact is added.
Contact Updated
Triggers when a contact is updated.
Contact Deleted
Triggers when a contact is deleted.
Contact Tagged
Triggers when a contact is tagged.
Contact Untagged
Triggers when a contact is untagged.
New Campaign
Triggers when a campaign is created.
Actions
Add a Contact
Add a new contact in Cakemail
Update a Contact
Update a perticular contact
Get Account Details
Get the account details.
Shows All Lists
Shows all the Lists.
Validate Domains
Get the DNS entries for the Tracking and the Bounce domains.
Show Email Activity Logs
Show all email activity logs.
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Frequently Asked Questions
To start, connect both your Cakemail and Method CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Cakemail triggers actions in Method CRM (or vice versa).
Absolutely. You can customize how Cakemail data is recorded in Method CRM. This includes choosing which data fields go into which fields of Method CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Cakemail and Method CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Cakemail and Method CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Cakemail
Cake Mail provides an email marketing solution that helps businesses send promotional emails, automate tasks, and improve engagement with email campaigns.
Learn MoreAbout Method CRM
Method CRM is a powerful customer relationship management tool designed to streamline and enhance your business interactions. It offers seamless integration with QuickBooks, allowing businesses to manage their customer data, sales, and operations efficiently. With customizable workflows and a user-friendly interface, Method CRM helps businesses improve customer satisfaction and drive growth.
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