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Method CRM Integrations

CRM (Customer Relationship Management)

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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 Method leads from new Facebook Lead Ads leads

    Premium
    Details
    • 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
  • Create Method leads from new Typeform entries

    • Typeform logo
    • Method CRM logo
    Typeform + Method CRM
  • Create Mailchimp subscribers from new Method leads

    • Method CRM logo
    • Mailchimp logo
    Method CRM + Mailchimp
  • Create Method leads for new Mailchimp subscribers

    • Mailchimp logo
    • Method CRM logo
    Mailchimp + Method CRM
  • Create Method leads from Google Forms responses

    • Google Forms logo
    • Method CRM logo
    Google Forms + Method CRM
  • Create Method leads from new Unbounce form submissions

    • Unbounce logo
    • Method CRM logo
    Unbounce + Method CRM
  • Add Method activities from new Microsoft Outlook events

    • Microsoft Outlook logo
    • Method CRM logo
    • Method CRM logo
    Microsoft Outlook + 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 Method leads from new submissions on Gravity Forms

  • Gravity Forms logo
  • Method CRM logo
Gravity Forms + Method CRM

Create Method leads from new Typeform entries

  • Typeform logo
  • Method CRM logo
Typeform + Method CRM

Create Mailchimp subscribers from new Method leads

  • Method CRM logo
  • Mailchimp logo
Method CRM + Mailchimp

Create Method leads for new Mailchimp subscribers

  • Mailchimp logo
  • Method CRM logo
Mailchimp + Method CRM

Create Method leads from Google Forms responses

  • Google Forms logo
  • Method CRM logo
Google Forms + Method CRM

Create Method leads from new Unbounce form submissions

  • Unbounce logo
  • Method CRM logo
Unbounce + Method CRM

Add Method activities from new Microsoft Outlook events

  • Microsoft Outlook logo
  • Method CRM logo
  • Method CRM logo
Microsoft Outlook + 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
    • Start DateRequired

    • Due Date

    • Comments

    • Opportunity Record ID

    • Contact RecordID

      If you don't have Contact RecordID try using a 'Find Contact' in the previous step.

    • StatusRequired

    • TypeRequired

    • Assigned ToRequired

    • Custom Fields

      Enter the field name and the field value.

    Action
    Write
  • 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
    • First NameRequired

    • Last Name

    • Entity Full NameRequired

      If you don't have Entity Full Name try using 'Find Customer or Customer Lead' or 'Find Vendor' in the previous step.

    • Email

    • Phone

    • Custom Fields

      Enter the field name and the field value.

    Action
    Write
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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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