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Method CRM Integrations

CRM (Customer Relationship Management)

Do more with Method CRM integrations

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Or pick an app to pair witharrow pointing down
Integrate Webhooks by Zapier with Method CRMIntegrate Webhooks by Zapier with Method CRM

Webhooks by Zapier

Developer Tools, Zapier
Integrate HubSpot with Method CRMIntegrate HubSpot with Method CRM

HubSpot

Marketing Automation
Integrate Microsoft Outlook with Method CRMIntegrate Microsoft Outlook with Method CRM

Microsoft Outlook

Calendar, Email, Microsoft
Integrate RingCentral with Method CRMIntegrate RingCentral with Method CRM

RingCentral

Phone & SMS
Integrate Facebook Lead Ads with Method CRMIntegrate Facebook Lead Ads with Method CRM

Facebook Lead Ads

Ads & Conversion
Integrate Mailchimp with Method CRMIntegrate Mailchimp with Method CRM

Mailchimp

Email Newsletters
Integrate Filter by Zapier with Method CRMIntegrate Filter by Zapier with Method CRM

Filter by Zapier

Developer Tools, Zapier
Integrate Formatter by Zapier with Method CRMIntegrate Formatter by Zapier with Method CRM

Formatter by Zapier

Documents, Zapier
Integrate Gmail with Method CRMIntegrate Gmail with Method CRM

Gmail

Email, Google
Integrate Webhooks by Zapier with Method CRMIntegrate Webhooks by Zapier with Method CRM

Webhooks by Zapier

Developer Tools, Zapier
Integrate HubSpot with Method CRMIntegrate HubSpot with Method CRM

HubSpot

Marketing Automation
Integrate Microsoft Outlook with Method CRMIntegrate Microsoft Outlook with Method CRM

Microsoft Outlook

Calendar, Email, Microsoft
Integrate RingCentral with Method CRMIntegrate RingCentral with Method CRM

RingCentral

Phone & SMS
Integrate Facebook Lead Ads with Method CRMIntegrate Facebook Lead Ads with Method CRM

Facebook Lead Ads

Ads & Conversion
Integrate Mailchimp with Method CRMIntegrate Mailchimp with Method CRM

Mailchimp

Email Newsletters
Integrate Webhooks by Zapier with Method CRMIntegrate Webhooks by Zapier with Method CRM

Webhooks by Zapier

Developer Tools, Zapier
Integrate HubSpot with Method CRMIntegrate HubSpot with Method CRM

HubSpot

Marketing Automation
Integrate Microsoft Outlook with Method CRMIntegrate Microsoft Outlook with Method CRM

Microsoft Outlook

Calendar, Email, Microsoft
Integrate RingCentral with Method CRMIntegrate RingCentral with Method CRM

RingCentral

Phone & SMS
Integrate Facebook Lead Ads with Method CRMIntegrate Facebook Lead Ads with Method CRM

Facebook Lead Ads

Ads & Conversion
Integrate Mailchimp with Method CRMIntegrate Mailchimp with Method CRM

Mailchimp

Email Newsletters
Integrate Filter by Zapier with Method CRMIntegrate Filter by Zapier with Method CRM

Filter by Zapier

Developer Tools, Zapier
Integrate Formatter by Zapier with Method CRMIntegrate Formatter by Zapier with Method CRM

Formatter by Zapier

Documents, Zapier
Integrate Gmail with Method CRMIntegrate Gmail with Method CRM

Gmail

Email, Google

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Quickly automate Method CRM integrations with Zapier's templates

  • Create Mailchimp subscribers from new Method leads

    Details
    Try it
    • Method CRM logo
    • Mailchimp logo
    Method CRM + Mailchimp

  • Add Method activities from new Microsoft Outlook events

    Details
    Try it
    • Microsoft Outlook logo
    • Method CRM logo
    • Method CRM logo
    Microsoft Outlook + Method CRM

  • Create Method leads from new submissions on Gravity Forms

    Details
    Try it
    • Gravity Forms logo
    • Method CRM logo
    Gravity Forms + Method CRM

  • Create Method leads for new Mailchimp subscribers

    Details
    Try it
    • Mailchimp logo
    • Method CRM logo
    Mailchimp + Method CRM

  • Add Method activities for labeled emails in Gmail

    Details
    Try it
    • Gmail logo
    • Method CRM logo
    • Method CRM logo
    Gmail + Method CRM

  • Create Method leads from new Facebook Lead Ads leads

    Premium
    Details
    Try it
    • Facebook Lead Ads logo
    • Method CRM logo
    Facebook Lead Ads + Method CRM

Create Mailchimp subscribers from new Method leads

Details
Try it
  • Method CRM logo
  • Mailchimp logo
Method CRM + Mailchimp

Add Method activities from new Microsoft Outlook events

Details
Try it
  • Microsoft Outlook logo
  • Method CRM logo
  • Method CRM logo
Microsoft Outlook + Method CRM

Create Method leads from new submissions on Gravity Forms

Details
Try it
  • Gravity Forms logo
  • Method CRM logo
Gravity Forms + Method CRM

Create Method leads for new Mailchimp subscribers

Details
Try it
  • Mailchimp logo
  • Method CRM logo
Mailchimp + Method CRM

Add Method activities for labeled emails in Gmail

Details
Try it
  • Gmail logo
  • Method CRM logo
  • Method CRM logo
Gmail + Method CRM

Create Method leads from new Facebook Lead Ads leads

Premium
Details
Try it
  • Facebook Lead Ads logo
  • Method CRM logo
Facebook Lead Ads + Method CRM

Supported triggers and actions

What does this mean?
  • Method CRM triggers, actions, and search

    New Activity

    Triggers when a new activity is added.

    Trigger
    Scheduled
    Try It
  • Method CRM triggers, actions, and search

    New Customer or Customer Lead (QuickBooks Only)

    Triggers when a new customer or customer lead is added.

    Trigger
    Scheduled
    Try It
  • Method CRM triggers, actions, and search

    New Opportunity

    Triggers when a new opportunity is added.

    Trigger
    Scheduled
    Try It

    • Start DateRequired

    • Due Date

    • Comments

    • Opportunity Record ID

    • Contact RecordID

    • StatusRequired

    • TypeRequired

    • Assigned ToRequired

    • Custom Fields

    Action
    Write
  • Method CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is added.

    Trigger
    Scheduled
    Try It
  • Method CRM triggers, actions, and search

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

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

    Trigger
    Scheduled
    Try It
  • Method CRM triggers, actions, and search

    New Vendor

    Triggers when a new vendor is added.

    Trigger
    Scheduled
    Try It

    • First NameRequired

    • Last Name

    • Entity Full NameRequired

    • Email

    • Phone

    • Custom Fields

    Action
    Write
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method-crm logo

About Method CRM

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

Related categories

  • CRM (Customer Relationship Management)

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Popular Method CRM Integrations

  • Webhooks by Zapier
  • HubSpot
  • Microsoft Outlook
  • RingCentral
  • Facebook Lead Ads

Popular Method CRM Integrations

 

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