Connect inMobile - SMS gateway and Method CRM to Build Intelligent Automations
Ready to use inMobile - SMS gateway and Method CRM automations
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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 inMobile - SMS gateway integrations.
Create or Update Contact
Create a new record or update an existing one in your app
Add phone number to Blacklist
After this, you will not be able to send SMS messages to the mobile number.
Delete a Contact
Delete a contact from inMobile.
Remove Phone Number From Blacklist
Remove a phone number from the blacklist.
Send SMS Message
Send an SMS message to one or more recipients.
Send SMS using SMS templates
Send an SMS using a saved template
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Frequently Asked Questions
To start, connect both your inMobile - SMS gateway and Method CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in inMobile - SMS gateway triggers actions in Method CRM (or vice versa).
Absolutely. You can customize how inMobile - SMS gateway 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 inMobile - SMS gateway 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 inMobile - SMS gateway 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 inMobile - SMS gateway
inMobile is a powerful SMS gateway service that enables businesses to efficiently manage and send SMS communications. Ideal for marketing campaigns, customer notifications, and transactional messages, inMobile offers robust features for seamless SMS integration.
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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