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Method CRM Integrations

CRM (Customer Relationship Management)

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Integrate Microsoft Outlook with Method CRM

Microsoft Outlook

Email, Microsoft
Integrate Mailchimp with Method CRM

Mailchimp

Email Newsletters
Integrate RingCentral with Method CRM

RingCentral

Phone & SMS
Integrate Facebook Lead Ads with Method CRM

Facebook Lead Ads

Ads & Conversion, Facebook, Premium
Integrate WPForms with Method CRM

WPForms

Forms & Surveys, WordPress
Integrate Gmail with Method CRM

Gmail

Email, Google
Integrate CallTrackingMetrics with Method CRM

CallTrackingMetrics

Call Tracking
Integrate Google Forms with Method CRM

Google Forms

Forms & Surveys, Google
Integrate WooCommerce with Method CRM

WooCommerce

eCommerce, WordPress
Integrate HubSpot with Method CRM

HubSpot

Marketing Automation
Integrate Google Sheets with Method CRM

Google Sheets

Google, Spreadsheets
Integrate Klaviyo with Method CRM

Klaviyo

Marketing Automation
Integrate Slack with Method CRM

Slack

Team Chat
Integrate Gravity Forms with Method CRM

Gravity Forms

Forms & Surveys, WordPress
Integrate Shopify with Method CRM

Shopify

eCommerce, Premium
Integrate Unbounce with Method CRM

Unbounce

Forms & Surveys
Integrate Instapage with Method CRM

Instapage

Forms & Surveys
Integrate Calendly with Method CRM

Calendly

Scheduling & Booking

JotForm

Forms & Surveys
Integrate QuickBooks Online with Method CRM

QuickBooks Online

Accounting, Premium
Integrate Trello with Method CRM

Trello

Project Management
Integrate Squarespace with Method CRM

Squarespace

Forms & Surveys
Integrate Google Drive with Method CRM

Google Drive

File Management & Storage, Google
Integrate ShipStation with Method CRM

ShipStation

eCommerce
Integrate BigCommerce with Method CRM

BigCommerce

eCommerce, Premium
Integrate Donately with Method CRM

Donately

Fundraising
Integrate Microsoft Office 365 with Method CRM

Microsoft Office 365

Email, Microsoft
Integrate Google Contacts with Method CRM

Google Contacts

Contact Management, Google
Integrate ActiveCampaign with Method CRM

ActiveCampaign

Marketing Automation
Integrate Visual Visitor with Method CRM

Visual Visitor

Website Builders
Integrate Google Calendar with Method CRM

Google Calendar

Calendar, Google
Integrate Constant Contact with Method CRM

Constant Contact

Email Newsletters
Integrate ScheduleOnce with Method CRM

ScheduleOnce

Scheduling & Booking
Integrate Paperform with Method CRM

Paperform

Forms & Surveys
Integrate Databox with Method CRM

Databox

Dashboards
Integrate DocuSign with Method CRM

DocuSign

Signatures
Integrate MySQL with Method CRM

MySQL

Databases, Premium
Integrate Teamwork with Method CRM

Teamwork

Project Management
Integrate Marketo with Method CRM

Marketo

Marketing Automation, Premium
Integrate RocketReach with Method CRM

RocketReach

Email
Integrate Acuity Scheduling with Method CRM

Acuity Scheduling

Scheduling & Booking
Integrate PayPal with Method CRM

PayPal

Payment Processing, Premium
Integrate Facebook Messenger with Method CRM

Facebook Messenger

Facebook, Social Media Marketing
Integrate Formsite with Method CRM

Formsite

Forms & Surveys
Integrate Contacts+ with Method CRM

Contacts+

Contact Management
Integrate Avochato with Method CRM

Avochato

Phone & SMS
Integrate Stripe with Method CRM

Stripe

Payment Processing
Integrate Ninja Forms with Method CRM

Ninja Forms

Forms & Surveys, WordPress
Integrate Ecwid with Method CRM

Ecwid

eCommerce
Integrate Help Scout with Method CRM

Help Scout

Customer Support
Integrate Quick Base with Method CRM

Quick Base

Databases, Premium
Integrate Privy with Method CRM

Privy

eCommerce
Integrate FastField Mobile Forms with Method CRM

FastField Mobile Forms

Forms & Surveys
Integrate Typeform with Method CRM

Typeform

Forms & Surveys
Integrate Webflow with Method CRM

Webflow

Website Builders
Integrate Twilio with Method CRM

Twilio

Phone & SMS
Integrate Wix Automations with Method CRM

Wix Automations

CRM (Customer Relationship Management)
Integrate Any.do with Method CRM

Any.do

Task Management
Integrate Square with Method CRM

Square

Payment Processing
Integrate SimpleTexting with Method CRM

SimpleTexting

Phone & SMS
Integrate Bark with Method CRM

Bark

CRM (Customer Relationship Management)
Integrate Proposify with Method CRM

Proposify

Proposal & Invoice Management
Integrate Shippo with Method CRM

Shippo

eCommerce
Integrate AdRoll with Method CRM

AdRoll

Ads & Conversion
Integrate ProWorkflow with Method CRM

ProWorkflow

Project Management
Integrate GigaBook with Method CRM

GigaBook

Scheduling & Booking
Integrate Facebook Pages with Method CRM

Facebook Pages

Facebook, Social Media Accounts
Integrate Salesforce with Method CRM

Salesforce

CRM (Customer Relationship Management), Premium
Integrate Cognito Forms with Method CRM

Cognito Forms

Forms & Surveys
Integrate AWeber with Method CRM

AWeber

Email Newsletters
Integrate Smartsheet with Method CRM

Smartsheet

Spreadsheets
Integrate Formstack with Method CRM

Formstack

Forms & Surveys
Integrate YouCanBook.Me with Method CRM

YouCanBook.Me

Scheduling & Booking
Integrate Quotient with Method CRM

Quotient

Proposal & Invoice Management
Integrate Omnisend with Method CRM

Omnisend

Marketing Automation
Integrate Duda with Method CRM

Duda

Website Builders
Integrate Pipeline CRM with Method CRM

Pipeline CRM

CRM (Customer Relationship Management)
Integrate BenchmarkONE with Method CRM

BenchmarkONE

CRM (Customer Relationship Management)
Integrate GrowSurf with Method CRM

GrowSurf

Marketing Automation
Integrate Bookafy with Method CRM

Bookafy

Scheduling & Booking
Integrate Magento 2.X with Method CRM

Magento 2.X

eCommerce, Premium
Integrate Badger Maps with Method CRM

Badger Maps

Beta, CRM (Customer Relationship Management)
Integrate Seamless AI with Method CRM

Seamless AI

Contact Management
Integrate Twitter with Method CRM

Twitter

Social Media Accounts
Integrate ClickUp with Method CRM

ClickUp

Project Management
Integrate Microsoft Excel with Method CRM

Microsoft Excel

Microsoft, Spreadsheets
Integrate WordPress with Method CRM

WordPress

Website Builders, WordPress
Integrate Keap Max Classic with Method CRM

Keap Max Classic

Marketing Automation, Premium
Integrate monday.com with Method CRM

monday.com

Project Management
Integrate Zendesk with Method CRM

Zendesk

Customer Support, Premium
Integrate Microsoft To Do with Method CRM

Microsoft To Do

Microsoft, Task Management
Integrate SurveyMonkey with Method CRM

SurveyMonkey

Forms & Surveys
Integrate Microsoft Teams with Method CRM

Microsoft Teams

Microsoft, Team Chat
Integrate GetResponse with Method CRM

GetResponse

Marketing Automation
Integrate Kartra with Method CRM

Kartra

Marketing Automation
Integrate Google Chat with Method CRM

Google Chat

Google, Team Chat
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 iAuditor by SafetyCulture with Method CRM

iAuditor by SafetyCulture

Product Management
Integrate Magento with Method CRM

Magento

eCommerce, Premium
Integrate Woodpecker.co with Method CRM

Woodpecker.co

Drip Emails
Integrate Setmore Appointments with Method CRM

Setmore Appointments

Scheduling & Booking
Integrate Leadfeeder with Method CRM

Leadfeeder

CRM (Customer Relationship Management)
Integrate Braintree with Method CRM

Braintree

Payment Processing
Integrate Appcues with Method CRM

Appcues

Product Management
Integrate Zengine with Method CRM

Zengine

App Builder
Integrate Sansan with Method CRM

Sansan

Contact Management
Integrate LinkedIn Matched Audiences with Method CRM

LinkedIn Matched Audiences

Ads & Conversion, Microsoft, Premium
Integrate Vonage Business Communications with Method CRM

Vonage Business Communications

Phone & SMS
Integrate Geckoboard with Method CRM

Geckoboard

Dashboards
Integrate Text Request with Method CRM

Text Request

Phone & SMS
Integrate Chekkit with Method CRM

Chekkit

CRM (Customer Relationship Management)
Integrate Pixie with Method CRM

Pixie

Beta, CRM (Customer Relationship Management)
Integrate Newslit with Method CRM

Newslit

News & Lifestyle
Integrate RollWorks with Method CRM

RollWorks

Drip Emails
Integrate Thrive Themes with Method CRM

Thrive Themes

Website Builders
Integrate SMS.to with Method CRM

SMS.to

Beta, Phone & SMS
Integrate GoToConnect with Method CRM

GoToConnect

Beta, Communication
Integrate Airtable with Method CRM

Airtable

Databases
Integrate ClickFunnels with Method CRM

ClickFunnels

Marketing Automation
Integrate Asana with Method CRM

Asana

Project Management
Integrate Pipedrive with Method CRM

Pipedrive

CRM (Customer Relationship Management)
Integrate Dropbox with Method CRM

Dropbox

File Management & Storage
Integrate Todoist with Method CRM

Todoist

Task Management

Popular ways to use Method CRM workflows

  • Create Method leads from new Facebook Lead Ads leads

    premium
    • Facebook Lead Ads logo
    • Method CRM logo
    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

    3. Then do this

      Step 3: Find Contact

    4. Then do this

      Step 4: Add Activity

    Create Method leads from new Facebook Lead Ads leads

    premium
    Create Method leads from new Facebook Lead Ads leads
    • Facebook Lead Ads logo
    • Method CRM logo
    Facebook Lead Ads + Method CRM
  • Create Method leads from new submissions on Gravity Forms

    • Gravity Forms logo
    • Method CRM logo
    Gravity Forms + Method CRM
    More details
    1. When this happens

      Step 1: Form Submission

    2. Then do this

      Step 2: Add Customer or Customer Lead

    3. Then do this

      Step 3: Find Contact

    4. Then do this

      Step 4: Add Activity

  • Create Method leads from new Typeform entries

    • Typeform logo
    • Method CRM logo
    Typeform + Method CRM
    More details
    1. When this happens

      Step 1: New Entry

    2. Then do this

      Step 2: Add Customer or Customer Lead

    3. Then do this

      Step 3: Find Contact

    4. Then do this

      Step 4: Add Activity

  • Create Mailchimp subscribers from new Method leads

    • Method CRM logo
    • Mailchimp logo
    Method CRM + Mailchimp
    More details
    1. When this happens

      Step 1: New Customer or Customer Lead

    2. Then do this

      Step 2: Add/Update Subscriber

  • Create Method leads for new Mailchimp subscribers

    • Mailchimp logo
    • Method CRM logo
    Mailchimp + Method CRM
    More details
    1. When this happens

      Step 1: New Subscriber

    2. Then do this

      Step 2: Add Customer or Customer Lead

    3. Then do this

      Step 3: Find Contact

    4. Then do this

      Step 4: Add Activity

Supported triggers and actions

What does this mean?
method-crm logo
method-crm logo
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 More

Related categories

  • CRM (Customer Relationship Management)

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