Connect pike13 and Method CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Person Created
Person Updated
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 pike13 and Method CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Person Created
Triggers when a new person is added to your business.
Person Updated
Triggers when a person is updated in your business.
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 pike13 integrations.
List Account
List all user's account details
List Businesses
List all Businesses
List Account People
List account people.
List Custom Fields
Lists the available custom fields.
List Event
Lists all the event.
List Event Occurrence
Lists all event occurrence.
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Frequently Asked Questions
To start, connect both your pike13 and Method CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in pike13 triggers actions in Method CRM (or vice versa).
Absolutely. You can customize how pike13 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 pike13 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 pike13 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 pike13
The mobile-friendly Pike13 platform allows class-based businesses like strength and conditioning gyms, yoga studios, and pilates studios to manage everything from clients and schedules to billing and payroll.
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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