Connect Goaffpro and Method CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Reward Is Created
New Affiliate Joins
Choose an Action
Automatically do this!
Create Activity
Create contact and link to entity
Create customer or lead
Create record in Method CRM
Find Contact
Find customer or lead
Ready to use Goaffpro and Method CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Reward Is Created
Runs when reward is created
New Affiliate Joins
Runs when new affiliate joins
Recent Activities
Retrieve activities from Method CRM updated since the last scheduled check.
New Contact Created
Returns contacts created or updated in Method CRM since the last check.
New Customers for QuickBooks
Retrieve new or updated customers and leads from Method CRM for QuickBooks synchronization.
New Customers/Vendors
Fetch new or recently modified Customer/Vendor records (including leads) from Method CRM.
Do thisActions
Action is the task that follows automatically within your Goaffpro integrations.
List Rewards
List and search rewards
Update Affiliate Details
Update affiliate details
Create Affiliate
Create a new affiliate
Create Affiliate Reward
Create reward for an affiliate
Delete Affiliate
Remove affiliate by email/ID
List All Affiliates
Get all affiliates' details
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Frequently Asked Questions
To start, connect both your Goaffpro and Method CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Goaffpro triggers actions in Method CRM (or vice versa).
Absolutely. You can customize how Goaffpro 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 Goaffpro 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 Goaffpro 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 Goaffpro
GoAffpro is a comprehensive affiliate marketing platform that empowers businesses to create and manage their own affiliate programs. It offers tools for tracking, reporting, and optimizing affiliate performance, making it easier for businesses to expand their reach and increase sales through affiliate partnerships.
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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