Zapier is an excellent automation tool that connects different apps and services, allowing you to create workflows that automate routine tasks. Creating opportunities can help you track potential deals and revenue opportunities. In this article, we will walk you through the steps to create an opportunity using Zapier.
Step 1: Create a Trigger
The first step to creating an opportunity using Zapier is to create a trigger with the app you want to connect with.
For example, if you want to create an opportunity based on incoming emails, you can use Gmail as your trigger app. You can configure your trigger in Zapier by specifying the event that should trigger the workflow. For instance, you can set up your trigger to create an opportunity whenever you label an email in Gmail.
Step 2: Find Customer or Customer Lead (QuickBooks Only) in Method CRM
The next step is to use the "Find Customer or Customer lead (QuickBooks only) in Method CRM" action to find the Customer in Method. If the Customer already exists, it will pull the record from Method and move to the next step, and if it doesn't exist, it will create a new Customer.
In order to create a New customer, you need to use the checkbox "Create Method CRM customer if it doesn't exist yet?". It is important to note that when a new Customer is created, it will also create a contact. This contact is required in the next step in order to grab the contact recordID.
Step 3: Find Contact in Method CRM
After you have found or created the entity, you can use the "Find Contact" action in the Method app to find the Contact record associated with the Entity. In the value field, select the Contact Name from the results of step 2. This step will ensure that you are creating an opportunity for the correct contact and avoid duplicating data.
Step 4: Add Opportunity
The final step is to create an opportunity based on the contact record ID from the previous step. You can use the "Add Opportunity" action in the Method app to create a new opportunity and specify the relevant details such as the opportunity name, expected close date, assignedto, amount, and stage.