Method CRM Integrations

Do more with Method CRM

Zapier allows you to instantly connect Method CRM with 2,000+ apps to automate your work and find productivity super powers.

Connect to 2,000+ Apps

CallTrackingMetrics

Call Tracking

Leadfeeder

CRM (Customer Relationship Management)

Instapage

Forms & Surveys

Connect Method CRM to 2,000+ Apps

  • Create Method leads from new Facebook Lead Ads leads

    Facebook Lead Ads + Method CRM

    Try It
  • Create Method leads from new submissions on Gravity Forms

    Gravity Forms + Method CRM

  • Create Method leads from new Typeform entries

    Typeform + Method CRM

  • Create Mailchimp subscribers from new Method leads

    Method CRM + Mailchimp

  • Create Method leads for new Mailchimp subscribers

    Mailchimp + Method CRM

Method CRM Integration Details

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

Triggers

New Activity

Triggers when a new activity is added.

New Contact

Triggers when a new contact is added.

New Vendor

Triggers when a new vendor is added.

New Customer or Customer Lead

Triggers when a new customer or customer lead is added.

New Opportunity

Triggers when a new opportunity is added.

Actions

Add Activity

Adds a new activity.

Add Contact to Existing Entity

Adds a new contact to an existing entity.

Add Opportunity

Adds a new opportunity.

Add Customer or Customer Lead

Adds a new customer or customer lead

Add Generic Entry

Adds a new entry to a table.

Searches

Find Contact

Finds an existing contact by entity full name, email or contact name.

Find Vendor

Finds an existing vendor by full name or email.

Find or Create Customer

Finds an existing customer or customer lead by full name or email.

Find Customer or Customer Lead

Finds an existing customer or customer lead by full name or email.

Find or Create Contact

Finds an existing contact by entity full name, email or contact name.

Connect Method CRM to 2,000+ Apps