Connect Gupshup and Method CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Gupshup
Choose an Action
Automatically do this!
- Request a new Action for Method CRM
Ready to use Gupshup and Method CRM automations
Explore more automations built by businesses and experts
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Fetch Updated Opportunities
Retrieves opportunities from Method CRM that have been modified since the scheduled time.
Fetch Recent Contacts
Retrieve customer and vendor records that were added or modified since the specified time window.
Do thisActions
Action is the task that follows automatically within your Gupshup integrations.
Send Whatsapp Message
Sends a message to a specified user through Gupshup.
User Opt-in/Out
Allow you to opt a user in or out.
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Frequently Asked Questions
To start, connect both your Gupshup and Method CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Gupshup triggers actions in Method CRM (or vice versa).
Absolutely. You can customize how Gupshup 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 Gupshup 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 Gupshup 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 Gupshup
Gupshup is a comprehensive messaging platform that enables businesses to build conversational experiences across various messaging channels. It provides tools for creating chatbots, managing customer interactions, and automating communication processes, making it easier for businesses to engage with their audience effectively.
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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