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Integrations KIXIE Method CRM
KIXIE + Method CRM

Connect KIXIE and Method CRM to Build Intelligent Automations

Choose a Trigger

KIXIE

When this happens...

Choose an Action

Method CRM

Automatically do this!

Ready to use KIXIE and Method CRM automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

trigger
When
Default app icon
Instagram for Business
Instant Trigger
Do
getRandomCommentReplyFunction
cmntp4d3SwSR
IF
    • text is ai
      Workflow step icon
      ReplytoComment
      Workflow step icon
      Send a Private Reply
      Add Step
    • Is guide comment
      Workflow step icon
      ReplytoComment Guide
      Workflow step icon
      Send a Private Reply Guide
      Add Step
    • multi keyword match
      cmntdqJzLMYS
      Workflow step icon
      ReplytoCommentMultiKeyword
      Add Step
Continue from here
View Template

Automate Expense Report Approvals via Slack & QuickBooks

trigger
app icon
app icon
app icon
app icon
When
Default app icon
Google Forms
Runs Every 15 Minutes
Do
Workflow step icon
Send for Approval
IF
    • Send for Approval accept
      Workflow step icon
      Create Entry of expenses
      Add Step
    • Send for reject
      Workflow step icon
      Mail for Rejection
      Add Step
Continue from here
Workflow step icon
Add Expense Details
View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

trigger
app icon
app icon
When
Default app icon
Instagram for Business
Instant Trigger
Do
convertTimestampToIST_Message_Time
Workflow step icon
Give Prompt and Get Structured Response
IF
    • has response
      Workflow step icon
      SendDMMessage
      Add Step
    • Notify team
      Workflow step icon
      SendMail
      Add Step
    • has react
      Workflow step icon
      SendDMMessage React
      Add Step
Continue from here
View Template

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Call Ended

Call Ended

Triggers your workflow when a Kixie voice call ends.

Call Started

Call Started

Notifies the configured webhook when a call begins, delivering key call details.

Recent Activities

Recent Activities

Retrieve activities from Method CRM updated since the last scheduled check.

New Contact Created

New Contact Created

Returns contacts created or updated in Method CRM since the last check.

New Customers for QuickBooks

New Customers for QuickBooks

Retrieve new or updated customers and leads from Method CRM for QuickBooks synchronization.

New Customers/Vendors

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 KIXIE integrations.

Send a Team SMS

Send a Team SMS

Sends auto-sms from a Team SMS Inbox phone number.

Send to Queue

Send to Queue

Send a call to a queue

Make a Call

Make a Call

Places an outbound call through Kixie PowerCall.

Request a new Action for KIXIE

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Frequently Asked Questions

How do I start an integration between KIXIE and Method CRM?

To start, connect both your KIXIE and Method CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in KIXIE triggers actions in Method CRM (or vice versa).

Can we customize how data from KIXIE is recorded in Method CRM?

Absolutely. You can customize how KIXIE 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.

How often does the data sync between KIXIE and Method CRM?

The data sync between KIXIE and Method CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from KIXIE to Method CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between KIXIE and Method CRM?

Yes, you can set conditional logic to control the flow of data between KIXIE 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.

KIXIE

About KIXIE

Seamlessly integrated voice and powerful automation tools designed for high-performing sales and customer support teams.

Phone and SMS
Learn More
Method CRM

About 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.

CRMSales and CRM
Learn More

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