Method CRM Integrations

CRM (Customer Relationship Management)

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Developer Tools, Zapier

HubSpot

Marketing Automation

Microsoft Outlook

Calendar, Email, Microsoft

RingCentral

Phone & SMS

Facebook Lead Ads

Ads & Conversion

Mailchimp

Email Newsletters

Filter by Zapier

Developer Tools, Zapier

Formatter by Zapier

Documents, Zapier

Gmail

Email, Google

Webhooks by Zapier

Developer Tools, Zapier

HubSpot

Marketing Automation

Microsoft Outlook

Calendar, Email, Microsoft

RingCentral

Phone & SMS

Facebook Lead Ads

Ads & Conversion

Mailchimp

Email Newsletters

Webhooks by Zapier

Developer Tools, Zapier

HubSpot

Marketing Automation

Microsoft Outlook

Calendar, Email, Microsoft

RingCentral

Phone & SMS

Facebook Lead Ads

Ads & Conversion

Mailchimp

Email Newsletters

Filter by Zapier

Developer Tools, Zapier

Formatter by Zapier

Documents, Zapier

Gmail

Email, Google

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Quickly automate Method CRM integrations with Zapier's templates

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

Add Method activities from new Microsoft Outlook events
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Microsoft Outlook + Method CRM

Create Method leads from new Facebook Lead Ads leads

Premium

Facebook Lead Ads + Method CRM

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

Create Method leads from Google Forms responses

Google Forms + Method CRM

Create Method leads from new Unbounce form submissions

Unbounce + Method CRM

Add Method activities from new Microsoft Outlook events

Microsoft Outlook + Method CRM

Supported triggers and actions

What does this mean?

New Activity
Triggers when a new activity is added.
Trigger
Scheduled
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New Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.
Trigger
Scheduled
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New Opportunity
Triggers when a new opportunity is added.
Trigger
Scheduled
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- Start DateRequired
- Due Date
- Comments
- Opportunity Record ID
- Contact RecordID
  If you don't have Contact RecordID try using a 'Find Contact' in the previous step.
- StatusRequired
- TypeRequired
- Assigned ToRequired
- Custom Fields
  Enter the field name and the field value.
Action
Write
- First NameRequired
- Last Name
- NameRequired
- 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
  Enter the field name and the field value.
Action
Write

- Table NameRequired
- Fields
  Enter the field name and the field value.
Action
Write
- FieldRequired
  If multiple contacts are returned then the first result will be selected
- ValueRequired
Action
Search

- FieldRequired
  If multiple Customer/Vendors or Leads are returned then the first result will be selected
- ValueRequired
Action
Search
- FieldRequired
  If multiple contacts are returned then the first result will be selected
- ValueRequired
- First NameRequired
- Last Name
- Entity Full NameRequired
  If you don't have Entity Full Name try using 'Find Customer or Customer Lead' or 'Find Vendor' in the previous step.
- Email
- Phone
- Custom Fields
  Enter the field name and the field value.
Action
Search or write
- FieldRequired
  If multiple Customer/Vendors or Leads are returned then the first result will be selected
- ValueRequired
- First NameRequired
- Last Name
- NameRequired
- 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
  Enter the field name and the field value.
Action
Search or write

New Contact
Triggers when a new contact is added.
Trigger
Scheduled
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New Customer/Vendor or Customer/Vendor Lead (Xero Only)
Triggers when a new customer/vendor or customer/vendor lead is added.
Trigger
Scheduled
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New Vendor
Triggers when a new vendor is added.
Trigger
Scheduled
Try It
- First NameRequired
- Last Name
- Entity Full NameRequired
  If you don't have Entity Full Name try using 'Find Customer or Customer Lead' or 'Find Vendor' in the previous step.
- Email
- Phone
- Custom Fields
  Enter the field name and the field value.
Action
Write
- First NameRequired
- Last Name
- NameRequired
- 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
  Enter the field name and the field value.
Action
Write
- Contact RecordIDRequired
  If you don't have Contact RecordID try using 'Find Contact' in the previous step.
- Opportunity NameRequired
- Assigned ToRequired
- Close DateRequired
- Description
- Opportunity StageRequired
- Opportunity Type
- Amount
- Custom Fields
  Enter the field name and the field value.
Action
Write
- FieldRequired
  If multiple Customers or Leads are returned then the first result will be selected
- ValueRequired
Action
Search
- FieldRequired
  If multiple Vendors are returned then the first result will be selected
- ValueRequired
Action
Search
- FieldRequired
  If multiple Customers or Leads are returned then the first result will be selected
- ValueRequired
- First NameRequired
- Last Name
- NameRequired
- 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
  Enter the field name and the field value.
Action
Search or write

About Method CRM

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

Related categories

CRM (Customer Relationship Management)

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Popular Method CRM Integrations