Method CRM Integrations

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Mailchimp

Email Newsletters

Microsoft Outlook

Email +1

Email, Microsoft

Facebook Lead Ads

Ads & Conversion +2

Ads & Conversion, Facebook, Premium

CallTrackingMetrics

Call Tracking

Gravity Forms

Forms & Surveys +1

Forms & Surveys, WordPress

RingCentral

Phone & SMS

Gmail

Email +1

Email, Google

WooCommerce

eCommerce +1

eCommerce, WordPress

Google Forms

Forms & Surveys +1

Forms & Surveys, Google

Integrate Google Sheets with Method CRM

Google Sheets

Google +1

Google, Spreadsheets

Integrate Klaviyo with Method CRM

Klaviyo

Marketing Automation

Integrate Instapage with Method CRM

Instapage

Forms & Surveys

Integrate Slack with Method CRM

Slack

Team Chat

Integrate HubSpot with Method CRM

HubSpot

Marketing Automation

Integrate Unbounce with Method CRM

Unbounce

Forms & Surveys

Integrate Shopify with Method CRM

Shopify

eCommerce +1

eCommerce, Premium

Integrate Calendly with Method CRM

Calendly

Scheduling & Booking

Integrate Squarespace with Method CRM

Squarespace

Forms & Surveys

Integrate Visual Visitor with Method CRM

Visual Visitor

Website Builders

Integrate ActiveCampaign with Method CRM

ActiveCampaign

Marketing Automation

Integrate Badger Maps with Method CRM

Badger Maps

Beta +1

Beta, CRM (Customer Relationship Management)

Integrate Google Drive with Method CRM

Google Drive

File Management & Storage +1

File Management & Storage, Google

Integrate QuickBooks Online with Method CRM

QuickBooks Online

Accounting +1

Accounting, Premium

Integrate Paperform with Method CRM

Paperform

Forms & Surveys

Integrate monday.com with Method CRM

monday.com

Project Management

Integrate DocuSign with Method CRM

DocuSign

Signatures

Integrate Acuity Scheduling with Method CRM

Acuity Scheduling

Scheduling & Booking

Integrate iAuditor by SafetyCulture with Method CRM

iAuditor by SafetyCulture

Product Management

Integrate Contacts+ with Method CRM

Contacts+

Contact Management

Integrate Avochato with Method CRM

Avochato

Phone & SMS

Integrate Vonage Business Communications with Method CRM

Vonage Business Communications

Phone & SMS

Integrate Typeform with Method CRM

Typeform

Forms & Surveys

Integrate Stripe with Method CRM

Stripe

Payment Processing

Integrate ScheduleOnce with Method CRM

ScheduleOnce

Scheduling & Booking

Integrate ShipStation with Method CRM

ShipStation

eCommerce

Integrate Smartsheet with Method CRM

Smartsheet

Spreadsheets

Integrate FastField Mobile Forms with Method CRM

FastField Mobile Forms

Forms & Surveys

Integrate Quick Base with Method CRM

Quick Base

Databases +1

Databases, Premium

Integrate Keap Max Classic with Method CRM

Keap Max Classic

Marketing Automation +1

Marketing Automation, Premium

Integrate Trello with Method CRM

Trello

Project Management

Integrate Google Contacts with Method CRM

Google Contacts

Contact Management +1

Contact Management, Google

Integrate Any.do with Method CRM

Any.do

Task Management

Integrate Microsoft Office 365 with Method CRM

Microsoft Office 365

Email +1

Email, Microsoft

Integrate Formsite with Method CRM

Formsite

Forms & Surveys

Integrate Shippo with Method CRM

Shippo

eCommerce

Integrate ProWorkflow with Method CRM

ProWorkflow

Project Management

Integrate GigaBook with Method CRM

GigaBook

Scheduling & Booking

Integrate AdRoll with Method CRM

AdRoll

Ads & Conversion

Integrate Help Scout with Method CRM

Help Scout

Customer Support

Integrate Ecwid with Method CRM

Ecwid

eCommerce

Integrate JotForm with Method CRM

JotForm

Forms & Surveys

Integrate Twilio with Method CRM

Twilio

Phone & SMS

Integrate Salesforce with Method CRM

Salesforce

CRM (Customer Relationship Management) +1

CRM (Customer Relationship Management), Premium

Integrate Magento with Method CRM

Magento

eCommerce +1

eCommerce, Premium

Integrate Proposify with Method CRM

Proposify

Proposal & Invoice Management

Integrate BigCommerce with Method CRM

BigCommerce

eCommerce +1

eCommerce, Premium

Integrate Google Calendar with Method CRM

Google Calendar

Calendar +1

Calendar, Google

Integrate Microsoft Excel with Method CRM

Microsoft Excel

Microsoft +1

Microsoft, Spreadsheets

Integrate SurveyMonkey with Method CRM

SurveyMonkey

Forms & Surveys

Integrate WPForms with Method CRM

WPForms

Forms & Surveys +1

Forms & Surveys, WordPress

Integrate Kartra with Method CRM

Kartra

Marketing Automation

Integrate SharpSpring with Method CRM

SharpSpring

Marketing Automation

Integrate TextMagic with Method CRM

TextMagic

Phone & SMS

Integrate Mandrill with Method CRM

Mandrill

Transactional Email

Integrate Woodpecker.co with Method CRM

Woodpecker.co

Drip Emails

Integrate Braintree with Method CRM

Braintree

Payment Processing

Integrate Leadfeeder with Method CRM

Leadfeeder

CRM (Customer Relationship Management)

Integrate RocketReach with Method CRM

RocketReach

Email

Integrate Appcues with Method CRM

Appcues

Product Management

Integrate PipelineDeals with Method CRM

PipelineDeals

CRM (Customer Relationship Management)

Integrate LinkedIn Matched Audiences with Method CRM

LinkedIn Matched Audiences

Ads & Conversion +2

Ads & Conversion, Microsoft, Premium

Integrate RollWorks with Method CRM

RollWorks

Drip Emails

Integrate Newslit with Method CRM

Newslit

News & Lifestyle

Integrate ClickUp with Method CRM

ClickUp

Project Management

Integrate Donately with Method CRM

Donately

Fundraising

Integrate Seamless AI with Method CRM

Seamless AI

Contact Management

Integrate Twitter with Method CRM

Twitter

Social Media Accounts

Integrate Facebook Pages with Method CRM

Facebook Pages

Facebook +1

Facebook, Social Media Accounts

Integrate ClickFunnels with Method CRM

ClickFunnels

Marketing Automation

Integrate Asana with Method CRM

Asana

Project Management

Integrate Dropbox with Method CRM

Dropbox

File Management & Storage

Integrate Google Docs with Method CRM

Google Docs

Documents +1

Documents, Google

Integrate Google Tasks with Method CRM

Google Tasks

Google +1

Google, Task Management

Integrate LinkedIn with Method CRM

LinkedIn

Microsoft +1

Microsoft, Social Media Accounts

Integrate Cognito Forms with Method CRM

Cognito Forms

Forms & Surveys

Integrate PayPal with Method CRM

PayPal

Payment Processing +1

Payment Processing, Premium

Integrate Podio with Method CRM

Podio

Project Management

Integrate MySQL with Method CRM

MySQL

Databases +1

Databases, Premium

Integrate GetResponse with Method CRM

GetResponse

Marketing +1

Marketing, Marketing Automation

Integrate AWeber with Method CRM

AWeber

Email Newsletters

Integrate OneNote with Method CRM

OneNote

Microsoft +1

Microsoft, Notes

Integrate Google My Business with Method CRM

Google My Business

Google +1

Google, Website Builders

Integrate Facebook Messenger with Method CRM

Facebook Messenger

Facebook +1

Facebook, Social Media Marketing

Integrate Agile CRM with Method CRM

Agile CRM

CRM (Customer Relationship Management)

Integrate Spotify with Method CRM

Spotify

Video & Audio

Integrate Zoho Forms with Method CRM

Zoho Forms

Forms & Surveys +1

Forms & Surveys, Zoho

Integrate Patreon with Method CRM

Patreon

Fundraising

Integrate Mautic with Method CRM

Mautic

Marketing Automation

Integrate MeisterTask with Method CRM

MeisterTask

Project Management

Integrate Quotient with Method CRM

Quotient

Proposal & Invoice Management

Integrate GoCanvas with Method CRM

GoCanvas

Forms & Surveys

Integrate Microsoft Exchange with Method CRM

Microsoft Exchange

Email +1

Email, Microsoft

Integrate MobileMonkey with Method CRM

MobileMonkey

Marketing Automation

Integrate Freshservice with Method CRM

Freshservice

Server Monitoring

Integrate Emma with Method CRM

Emma

Email Newsletters

Integrate HelloSign with Method CRM

HelloSign

Signatures

Integrate CompanyCam with Method CRM

CompanyCam

Images & Design

Integrate Act! with Method CRM

Act!

CRM (Customer Relationship Management)

Integrate Sansan with Method CRM

Sansan

Contact Management

Integrate Instabot: Chatbot Platform with Method CRM

Instabot: Chatbot Platform

Marketing Automation

Integrate Dotloop with Method CRM

Dotloop

CRM (Customer Relationship Management)

Integrate NiceJob with Method CRM

NiceJob

Marketing Automation

Integrate 123FormBuilder with Method CRM

123FormBuilder

Forms & Surveys

Integrate Aero Workflow with Method CRM

Aero Workflow

Accounting

Integrate Hiver with Method CRM

Hiver

Email

Integrate SignNow with Method CRM

SignNow

Signatures

Integrate Fulfillment by Amazon (FBA) with Method CRM

Fulfillment by Amazon (FBA)

Amazon +2

Amazon, eCommerce, Premium

Integrate Crisp with Method CRM

Crisp

Customer Support

Integrate Eventbrite with Method CRM

Eventbrite

Event Management

Integrate FreshBooks with Method CRM

FreshBooks

Accounting

Integrate Magento 2.X with Method CRM

Magento 2.X

eCommerce +1

eCommerce, Premium

Integrate Microsoft To-Do with Method CRM

Microsoft To-Do

Microsoft +1

Microsoft, Task Management

Integrate Square with Method CRM

Square

Payment Processing

Integrate Route4Me with Method CRM

Route4Me

eCommerce

Integrate OneDrive with Method CRM

OneDrive

File Management & Storage +1

File Management & Storage, Microsoft

Connect Method CRM to 3,000+ Apps

Create Method leads from new Facebook Lead Ads leads
Facebook Lead Ads + Method CRM
Try It
Try It
Create Method leads from new submissions on Gravity Forms
Gravity Forms + Method CRM
Try It
Try It
Create Method leads from new Typeform entries
Typeform + Method CRM
Try It
Try It
Create Mailchimp subscribers from new Method leads
Method CRM + Mailchimp
Try It
Try It
Create Method leads for new Mailchimp subscribers
Mailchimp + Method CRM
Try It
Try It
Create Method leads from Google Forms responses
Google Forms + Method CRM
Try It
Try It

The following Method CRM Triggers, Searches, Filters, and Actions are supported by Zapier:

Triggers

Actions

Add Activity
Adds a new activity.
Add Customer or Customer Lead
Adds a new customer or customer lead
Add Contact to Existing Entity
Adds a new contact to an existing entity.
Add Generic Entry
Adds a new entry to a table.
Add Opportunity
Adds a new opportunity.

Searches

Find Contact
Finds an existing contact by entity full name, email or contact name.
Find Customer or Customer Lead
Finds an existing customer or customer lead by full name or email.
Find Vendor
Finds an existing vendor by full name or email.
Find or Create Contact
Finds an existing contact by entity full name, email or contact name.
Find or Create Customer
Finds an existing customer or customer lead by full name or email.

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