Method CRM Integrations

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Google Sheets

Google +1Google, Spreadsheets

40 Integrations

Instapage

Forms & Surveys

Gmail

Email +1Email, Google

30 Integrations

Connect Method CRM to 2,000+ Apps

    Method CRM Integration Details

    Launched on Zapier:

    The following Method CRM Triggers, Searches, 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 Customer or Customer Lead

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

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