Here are the ways Method:CRM can trigger a zap in Zapier:
New Customer or Customer Lead - Triggers when a new customer or customer lead is added to Method:CRM.
New Activity - Triggers when a new activity is added to Method:CRM.
New Opportunity - Triggers when a new opportunity is added to Method:CRM.
New Contact - Triggers when a new contact is added to Method:CRM.
New Vendor - Triggers when a new Vendor is added to Method:CRM.
When a customer, activity, or opportunity is created in Method:CRM, Zapier can be set up to trigger. All fields from the record will be available to use in later steps.
NOTE: When pulling in samples, (e.g. pulling in a customer), it will only pull in records that were created in the last 60 minutes. Please create a test record before pulling in a sample.