Popular ways to use Method CRM workflows

• Create Method leads from new Facebook Lead Ads leads

  

  by Zapier

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  Premium

  Premium apps: Facebook Lead Ads

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  • +2
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  Facebook Lead Ads, Method CRM

  Facebook Lead Ads + Method CRM

  More details

  1. 

     When this happens

     Step 1: New Lead

  2. 

     Then do this

     Step 2: Add Customer or Customer Lead (QuickBooks Only)

  3. 

     Then do this

     Step 3: Find Contact

  4. 

     Then do this

     Step 4: Add Activity

  See Zap detailsTry it

  Create Method leads from new Facebook Lead Ads leads

  

  by Zapier

  Zapier

  Premium

  Premium apps: Facebook Lead Ads

  Create Method leads from new Facebook Lead Ads leads

  Try it

  • 
  • +2
  • 

  Facebook Lead Ads, Method CRM

  Facebook Lead Ads + Method CRM

• Create Method leads from new submissions on Gravity Forms

  

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  • +2
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  Gravity Forms, Method CRM

  Gravity Forms + Method CRM

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  1. 

     When this happens

     Step 1: Form Submission

  2. 

     Then do this

     Step 2: Add Customer or Customer Lead (QuickBooks Only)

  3. 

     Then do this

     Step 3: Find Contact

  4. 

     Then do this

     Step 4: Add Activity

  See Zap detailsTry it

  Create Method leads from new submissions on Gravity Forms

  

  by Zapier

  Zapier

  Create Method leads from new submissions on Gravity Forms

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  • +2
  • 

  Gravity Forms, Method CRM

  Gravity Forms + Method CRM

• Create Method leads from new Typeform entries

  

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  • +2
  • 

  Typeform, Method CRM

  Typeform + Method CRM

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  1. 

     When this happens

     Step 1: New Entry

  2. 

     Then do this

     Step 2: Add Customer or Customer Lead (QuickBooks Only)

  3. 

     Then do this

     Step 3: Find Contact

  4. 

     Then do this

     Step 4: Add Activity

  See Zap detailsTry it

  Create Method leads from new Typeform entries

  

  by Zapier

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  Create Method leads from new Typeform entries

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  Typeform, Method CRM

  Typeform + Method CRM

• Create Mailchimp subscribers from new Method leads

  

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  • 
  • 

  Method CRM, Mailchimp

  Method CRM + Mailchimp

  More details

  1. 

     When this happens

     Step 1: New Customer or Customer Lead (QuickBooks Only)

  2. 

     Then do this

     Step 2: Add/Update Subscriber

  See Zap detailsTry it

  Create Mailchimp subscribers from new Method leads

  

  by Zapier

  Zapier

  Create Mailchimp subscribers from new Method leads

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  • 
  • 

  Method CRM, Mailchimp

  Method CRM + Mailchimp

• Create Method leads for new Mailchimp subscribers

  

  by Zapier

  Zapier

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  • +2
  • 

  Mailchimp, Method CRM

  Mailchimp + Method CRM

  More details

  1. 

     When this happens

     Step 1: New Subscriber

  2. 

     Then do this

     Step 2: Add Customer or Customer Lead (QuickBooks Only)

  3. 

     Then do this

     Step 3: Find Contact

  4. 

     Then do this

     Step 4: Add Activity

  See Zap detailsTry it

  Create Method leads for new Mailchimp subscribers

  

  by Zapier

  Zapier

  Create Method leads for new Mailchimp subscribers

  Try it

  • 
  • +2
  • 

  Mailchimp, Method CRM

  Mailchimp + Method CRM

• Create Method leads from Google Forms responses

  

  by Zapier

  Zapier

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  • 
  • +2
  • 

  Google Forms, Method CRM

  Google Forms + Method CRM

  More details

  1. 

     When this happens

     Step 1: New Response in Spreadsheet

  2. 

     Then do this

     Step 2: Add Customer or Customer Lead (QuickBooks Only)

  3. 

     Then do this

     Step 3: Find Contact

  4. 

     Then do this

     Step 4: Add Activity

  See Zap detailsTry it

  Create Method leads from Google Forms responses

  

  by Zapier

  Zapier

  Create Method leads from Google Forms responses

  Try it

  • 
  • +2
  • 

  Google Forms, Method CRM

  Google Forms + Method CRM

• Create Method leads from new Unbounce form submissions

  

  by Zapier

  Zapier

  Try it

  • 
  • +2
  • 

  Unbounce, Method CRM

  Unbounce + Method CRM

  More details

  1. 

     When this happens

     Step 1: New Form Submission

  2. 

     Then do this

     Step 2: Add Customer or Customer Lead (QuickBooks Only)

  3. 

     Then do this

     Step 3: Find Contact

  4. 

     Then do this

     Step 4: Add Activity

  See Zap detailsTry it

  Create Method leads from new Unbounce form submissions

  

  by Zapier

  Zapier

  Create Method leads from new Unbounce form submissions

  Try it

  • 
  • +2
  • 

  Unbounce, Method CRM

  Unbounce + Method CRM

• Add Method activities from new Microsoft Outlook events

  

  by Zapier

  Zapier

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  • 
  • 

  Microsoft Outlook, Method CRM

  Microsoft Outlook + Method CRM

  More details

  1. 

     When this happens

     Step 1: Calendar Event Start

  2. 

     Then do this

     Step 2: Find Contact

  3. 

     Then do this

     Step 3: Add Activity

  See Zap detailsTry it

  Add Method activities from new Microsoft Outlook events

  

  by Zapier

  Zapier

  Add Method activities from new Microsoft Outlook events

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  • 
  • 
  • 

  Microsoft Outlook, Method CRM

  Microsoft Outlook + Method CRM

• 

  New Activity

  Triggers when a new activity is added.

  Trigger

  Scheduled
• 

  New Contact

  Triggers when a new contact is added.

  Trigger

  Scheduled
• 

  New Customer or Customer Lead (QuickBooks Only)

  Triggers when a new customer or customer lead is added.

  Trigger

  Scheduled
• 

  New Customer/Vendor or Customer/Vendor Lead (Xero Only)

  Triggers when a new customer/vendor or customer/vendor lead is added.

  Trigger

  Scheduled
• 

  New Opportunity

  Triggers when a new opportunity is added.

  Trigger

  Scheduled
• 

  New Vendor

  Triggers when a new vendor is added.

  Trigger

  Scheduled
• 

  Add Activity

  Adds a new activity.

  Action

  Write
• 

  Add Contact to Existing Entity

  Adds a new contact to an existing entity.

  Action

  Write
• Method CRM

  Adds a new customer or customer lead

  Scheduled

  Action

• Method CRM

  Adds a new customer/vendor or customer/vendor lead

  Scheduled

  Action

• Method CRM

  Adds a new entry to a table.

  Scheduled

  Action

• Method CRM

  Adds a new opportunity.

  Scheduled

  Action

• Method CRM

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

  Scheduled

  Action

• Method CRM

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

  Scheduled

  Action

• Method CRM

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

  Scheduled

  Action

• Method CRM

  Finds an existing vendor by full name or email.

  Scheduled

  Action

• Method CRM

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

  Scheduled

  Action

• Method CRM

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

  Scheduled

  Action

• Method CRM

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

  Scheduled

  Action