Do more with Method CRM integrations

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Integrate Webhooks by Zapier with Method CRM

Webhooks by Zapier

Developer Tools, Zapier
Integrate HubSpot with Method CRM

HubSpot

Marketing Automation
Integrate RingCentral with Method CRM

RingCentral

Phone & SMS
Integrate Microsoft Outlook with Method CRM

Microsoft Outlook

Email, Microsoft
Integrate Mailchimp with Method CRM

Mailchimp

Email Newsletters
Integrate Facebook Lead Ads with Method CRM

Facebook Lead Ads

Ads & Conversion
Integrate Formatter by Zapier with Method CRM

Formatter by Zapier

Documents, Zapier
Integrate Filter by Zapier with Method CRM

Filter by Zapier

Developer Tools, Zapier
Integrate Gmail with Method CRM

Gmail

Email, Google
Integrate Webhooks by Zapier with Method CRM

Webhooks by Zapier

Developer Tools, Zapier
Integrate HubSpot with Method CRM

HubSpot

Marketing Automation
Integrate RingCentral with Method CRM

RingCentral

Phone & SMS
Integrate Microsoft Outlook with Method CRM

Microsoft Outlook

Email, Microsoft
Integrate Mailchimp with Method CRM

Mailchimp

Email Newsletters
Integrate Facebook Lead Ads with Method CRM

Facebook Lead Ads

Ads & Conversion
Integrate Webhooks by Zapier with Method CRM

Webhooks by Zapier

Developer Tools, Zapier
Integrate HubSpot with Method CRM

HubSpot

Marketing Automation
Integrate RingCentral with Method CRM

RingCentral

Phone & SMS

Connect your apps and automate workflows

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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 (QuickBooks Only)

    3. Then do this

      Step 3: Find Contact

    4. Then do this

      Step 4: Add Activity

  • 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 (QuickBooks Only)

    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 (QuickBooks Only)

    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 (QuickBooks Only)

    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 (QuickBooks Only)

    3. Then do this

      Step 3: Find Contact

    4. Then do this

      Step 4: Add Activity

  • Create Method leads from Google Forms responses

    • Google Forms logo
    • Method CRM logo
    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

  • Create Method leads from new Unbounce form submissions

    • Unbounce logo
    • Method CRM logo
    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

  • Add Method activities from new Microsoft Outlook events

    • Microsoft Outlook logo
    • Method CRM logo
    • Method CRM logo
    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

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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.
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