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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Call" from Gong.

Add your action

An action happens after the trigger—such as "Add Activity" in Method CRM.

You’re connected!

Zapier seamlessly connects Gong and Method CRM, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Accessible Workspaces
- Available Saved Searches
Trigger
Instant
Try It
- 1. THE OBJECT THAT WAS VIEWED - What's The Name Of The Object?
  Required
- 1. THE OBJECT THAT WAS VIEWED - What's The ID Of The Object?
  Required
- 1. THE OBJECT THAT WAS VIEWED - What's The Direct URL To View The Object?
  Required
- 1. THE OBJECT THAT WAS VIEWED - How Many Dynamic Properties Do You Have To Display For The Object?
  Required
- 2. THE VIEWING EVENT - What's The Name Of The Event? (example: "Document Viewed" or "Presentation Viewed")
- 2. THE VIEWING EVENT - What's The ID Of The Event?
- 2. THE VIEWING EVENT - What's The URL To View More Info Regarding The Event?
- 2. THE VIEWING EVENT - How Many Dynamic Properties Do You Have To Display For The Sharing Event?
  Required
- Email
  Required
- Name
- GONG WORKSPACE - If your Gong account has multiple Workspaces, enter here the relevant Workspace to send these events to.
Action
Write
New Activity
Triggers when a new activity is added.
Trigger
Polling
Try It
New Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is added.
Trigger
Polling
Try It

- Start Date
  Required
- Due Date
- Comments
- Opportunity Record ID
- Contact RecordID
- Status
  Required
- Type
  Required
- Assigned To
  Required
- Custom Fields
Action
Write
- First Name
  Required
- Last Name
- Name
  Required
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is Customer Lead?
- Custom Fields
Action
Write

- Table Name
  Required
- Fields
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Field
  Required
- Value
  Required
Action
Search
- Field
  Required
- Value
  Required
Action
Search
- Field
  Required
- Value
  Required
- First Name
  Required
- Last Name
- Name
  Required
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is Customer Lead?
- Custom Fields
Action
Search or write

- 1. THE OBJECT THAT WAS SHARED - What's the name of the object?
  Required
- 1. THE OBJECT THAT WAS SHARED - What's the ID of the object?
  Required
- 1. THE OBJECT THAT WAS SHARED - What's the direct URL to view the object?
  Required
- 1. THE OBJECT THAT WAS SHARED - How many dynamic properties do you have to display for the object?
  Required
- 2. THE SHARING EVENT - What's the name of the event? (example: "Document Sent" or "Presentation Shared")
- 2. THE SHARING EVENT - What's The ID Of The event?
- 2. THE SHARING EVENT - What's The URL to view more info regarding the event?
- 2. THE SHARING EVENT - How Many Dynamic Properties Do You Have To Display For The sharing event?
  Required
- Email
  Required
- Name
- Email Addresses
  Required
- Delimiter
- Sharing Message Subject
- Sharing Message Body
- GONG WORKSPACE - If your Gong account has multiple Workspaces, enter here the relevant Workspace to send these events to.
Action
Write
- 1. THE OBJECT THAT WAS ENGAGED - What's The Name Of The Object?
- 1. THE OBJECT THAT WAS ENGAGED - What's The ID Of The Object?
- 1. THE OBJECT THAT WAS ENGAGED - What's The Direct URL To View The Object?
- 1. THE OBJECT THAT WAS ENGAGED - How Many Dynamic Properties Do You Have To Display For The Object?
  Required
- 2. THE CUSTOM ACTION EVENT - What's The Name Of The Event? (example: "Contract Signed" Or "Presentation Downloaded")
  Required
- 2. THE CUSTOM ACTION EVENT - What's The ID Of The Event?
- 2. THE CUSTOM ACTION EVENT - What's The URL To View More Info Regarding The Event?
- 2. THE CUSTOM ACTION EVENT - How Many Dynamic Properties Do You Have To Display For The Event?
  Required
- Email
  Required
- Name
- GONG WORKSPACE - If your Gong account has multiple Workspaces, enter here the relevant Workspace to send these events to.
Action
Write
New Contact
Triggers when a new contact is added.
Trigger
Polling
Try It
New Customer/Vendor or Customer/Vendor Lead (Xero Only)
Triggers when a new customer/vendor or customer/vendor lead is added.
Trigger
Polling
Try It
New Vendor
Triggers when a new vendor is added.
Trigger
Polling
Try It
- First Name
  Required
- Last Name
- Entity Full Name
  Required
- Email
- Phone
- Custom Fields
Action
Write
- First Name
  Required
- Last Name
- Name
  Required
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is CustomerVendor Lead?
- Custom Fields
Action
Write
- Contact RecordID
  Required
- Opportunity Name
  Required
- Assigned To
  Required
- Close Date
  Required
- Description
- Opportunity Stage
  Required
- Opportunity Type
- Amount
- Custom Fields
Action
Write
- Field
  Required
- Value
  Required
Action
Search
- Field
  Required
- Value
  Required
Action
Search
- Field
  Required
- Value
  Required
- First Name
  Required
- Last Name
- Entity Full Name
  Required
- Email
- Phone
- Custom Fields
Action
Search or write
- Field
  Required
- Value
  Required
- First Name
  Required
- Last Name
- Name
  Required
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is CustomerVendor Lead?
- Custom Fields
Action
Search or write

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Customers have created over 25 million Zaps on the platform

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Connect Gong and Method CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Gong to Method CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Gong

Gong has helped thousands of sales pros have better sales conversations every day.

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About Method CRM

Method CRM™ is a QuickBooks CRM that streamlines your business from lead to repeat and everything in between.

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