Method CRM Integrations

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Method CRM logo

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Integrate Mailchimp with Method CRM

Mailchimp

Email Newsletters
Integrate Microsoft Outlook with Method CRM

Microsoft Outlook

Email +1Email, Microsoft
Integrate Facebook Lead Ads with Method CRM

Facebook Lead Ads

Ads & Conversion +2Ads & Conversion, Facebook, Premium
Integrate CallTrackingMetrics with Method CRM

CallTrackingMetrics

Call Tracking
Integrate Gravity Forms with Method CRM

Gravity Forms

Forms & Surveys +1Forms & Surveys, WordPress
Integrate RingCentral with Method CRM

RingCentral

Phone & SMS
Integrate Gmail with Method CRM

Gmail

Email +1Email, Google
Integrate WooCommerce with Method CRM

WooCommerce

eCommerce +1eCommerce, WordPress
Integrate Google Forms with Method CRM

Google Forms

Forms & Surveys +1Forms & Surveys, Google
Integrate Google Sheets with Method CRM

Google Sheets

Google +1Google, Spreadsheets
Integrate Klaviyo with Method CRM

Klaviyo

Marketing Automation
Integrate Instapage with Method CRM

Instapage

Forms & Surveys
Integrate Shopify with Method CRM

Shopify

eCommerce +1eCommerce, 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 +1Beta, CRM (Customer Relationship Management)
Integrate Google Drive with Method CRM

Google Drive

File Management & Storage +1File Management & Storage, Google
Integrate QuickBooks Online with Method CRM

QuickBooks Online

Accounting +1Accounting, 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 +1Databases, Premium
Integrate Keap Max Classic with Method CRM

Keap Max Classic

Marketing Automation +1Marketing Automation, Premium
Integrate Trello with Method CRM

Trello

Project Management
Integrate Google Contacts with Method CRM

Google Contacts

Contact Management +1Contact Management, Google
Integrate Any.do with Method CRM

Any.do

Task Management
Integrate Microsoft Office 365 with Method CRM

Microsoft Office 365

Email +1Email, 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 Twilio with Method CRM

Twilio

Phone & SMS
Integrate Salesforce with Method CRM

Salesforce

CRM (Customer Relationship Management) +1CRM (Customer Relationship Management), Premium
Integrate Magento with Method CRM

Magento

eCommerce +1eCommerce, Premium
Integrate Proposify with Method CRM

Proposify

Proposal & Invoice Management
Integrate BigCommerce with Method CRM

BigCommerce

eCommerce +1eCommerce, Premium
Integrate Google Calendar with Method CRM

Google Calendar

Calendar +1Calendar, Google
Integrate Microsoft Excel with Method CRM

Microsoft Excel

Microsoft +1Microsoft, Spreadsheets
Integrate SurveyMonkey with Method CRM

SurveyMonkey

Forms & Surveys
Integrate WPForms with Method CRM

WPForms

Forms & Surveys +1Forms & 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 +2Ads & 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 +1Facebook, 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 +1Documents, Google
Integrate Google Tasks with Method CRM

Google Tasks

Google +1Google, Task Management
Integrate LinkedIn with Method CRM

LinkedIn

Microsoft +1Microsoft, Social Media Accounts
Integrate Cognito Forms with Method CRM

Cognito Forms

Forms & Surveys
Integrate PayPal with Method CRM

PayPal

Payment Processing +1Payment Processing, Premium
Integrate Podio with Method CRM

Podio

Project Management
Integrate MySQL with Method CRM

MySQL

Databases +1Databases, Premium
Integrate GetResponse with Method CRM

GetResponse

Marketing +1Marketing, Marketing Automation
Integrate AWeber with Method CRM

AWeber

Email Newsletters
Integrate OneNote with Method CRM

OneNote

Microsoft +1Microsoft, Notes
Integrate Google My Business with Method CRM

Google My Business

Google +1Google, Website Builders
Integrate Facebook Messenger with Method CRM

Facebook Messenger

Facebook +1Facebook, 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 +1Forms & 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 +1Email, 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 +2Amazon, eCommerce, Premium
Integrate Magento 2.X with Method CRM

Magento 2.X

eCommerce +1eCommerce, Premium
Integrate Microsoft To-Do with Method CRM

Microsoft To-Do

Microsoft +1Microsoft, 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 +1File Management & Storage, Microsoft

Connect Method CRM to 3,000+ Apps

  • Facebook Lead Ads logoMethod CRM logo

    Create Method leads from new Facebook Lead Ads leads

    Facebook Lead Ads + Method CRM

  • Gravity Forms logoMethod CRM logo

    Create Method leads from new submissions on Gravity Forms

    Gravity Forms + Method CRM

  • Typeform logoMethod CRM logo

    Create Method leads from new Typeform entries

    Typeform + Method CRM

  • Method CRM logoMailchimp logo

    Create Mailchimp subscribers from new Method leads

    Method CRM + Mailchimp

  • Mailchimp logoMethod CRM logo

    Create Method leads for new Mailchimp subscribers

    Mailchimp + Method CRM

  • Google Forms logoMethod CRM logo

    Create Method leads from Google Forms responses

    Google Forms + Method CRM

Method CRM Integration Details

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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