Method CRM Integrations

Name: Zapier
Availability: InStock

Put Method CRM to work with AI and enterprise-grade automation

Automate smarter with Method CRM and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Gravity Forms

Forms & Surveys, WordPress

Mailchimp

Marketing Automation

RingCentral

Phone & SMS

HubSpot

Marketing Automation

Tally

Forms & Surveys

WPForms

Forms & Surveys, WordPress

Google Forms

Forms & Surveys, Google

WooCommerce

eCommerce, WordPress

Google Forms (Legacy)

Forms & Surveys, Google

Gravity Forms

Forms & Surveys, WordPress

Mailchimp

Marketing Automation

RingCentral

Phone & SMS

HubSpot

Marketing Automation

Tally

Forms & Surveys

WPForms

Forms & Surveys, WordPress

Gravity Forms

Forms & Surveys, WordPress

Mailchimp

Marketing Automation

RingCentral

Phone & SMS

HubSpot

Marketing Automation

Tally

Forms & Surveys

WPForms

Forms & Surveys, WordPress

Google Forms

Forms & Surveys, Google

WooCommerce

eCommerce, WordPress

Google Forms (Legacy)

Forms & Surveys, Google

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create Method leads from new Facebook Lead Ads leads
Premium
Details
Try it
Facebook Lead Ads + Method CRM
Add Method activities for labeled emails in Gmail
Details
Try it
Gmail + Method CRM
Create Mailchimp subscribers from new Method leads
Details
Try it
Method CRM + Mailchimp
Create Method leads from new submissions on Gravity Forms
Details
Try it
Gravity Forms + Method CRM
Create Method leads from Google Forms responses
Details
Try it
Google Forms + Method CRM
Create Trello cards from new Method to-do activities
Details
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Method CRM + Filter by Zapier + Formatter by Zapier + 1 more

Create Method leads from new Facebook Lead Ads leads

Details

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Facebook Lead Ads + Method CRM

Add Method activities for labeled emails in Gmail

Details

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Gmail + Method CRM

Create Mailchimp subscribers from new Method leads

Details

Try it

Method CRM + Mailchimp

Create Method leads from new submissions on Gravity Forms

Details

Try it

Gravity Forms + Method CRM

Create Method leads from Google Forms responses

Details

Try it

Google Forms + Method CRM

Create Trello cards from new Method to-do activities

Details

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Method CRM + Filter by Zapier + Formatter by Zapier + 1 more

Create spreadsheet rows in Google Sheets for new opportunities in Method CRM

Details

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Method CRM + Google Sheets

Create opportunities in Method CRM from new Gravity Forms submissions

Details

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Gravity Forms + Method CRM

Create Method CRM entries for new Jotform submissions

Details

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Jotform + Method CRM

Add new Squarespace Forms form submissions as customers or leads in Method CRM (quickbooks only)

Details

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Squarespace Forms + Method CRM

Create and update Mailchimp subscribers from new contacts in Method CRM

Details

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Method CRM + Mailchimp

Create Method leads for new Mailchimp subscribers

Details

Try it

Mailchimp + Method CRM

Create spreadsheet rows in Google Sheets for new opportunities in Method CRM
Details
Try it
Method CRM + Google Sheets
Create opportunities in Method CRM from new Gravity Forms submissions
Details
Try it
Gravity Forms + Method CRM
Create Method CRM entries for new Jotform submissions
Details
Try it
Jotform + Method CRM
Add new Squarespace Forms form submissions as customers or leads in Method CRM (quickbooks only)
Details
Try it
Squarespace Forms + Method CRM
Create and update Mailchimp subscribers from new contacts in Method CRM
Details
Try it
Method CRM + Mailchimp
Create Method leads for new Mailchimp subscribers
Details
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Mailchimp + Method CRM

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Activity
Triggers when a new activity is added.
Trigger
Polling
Try It
New Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is added.
Trigger
Polling
Try It
- Start Date
  Required
- Due Date
- Comments
- Opportunity Record ID
- Contact RecordID
- Status
  Required
- Type
  Required
- Assigned To
  Required
- Custom Fields
Action
Write
- First Name
  Required
- Last Name
- Name
  Required
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is Customer Lead?
- Custom Fields
Action
Write

- Table Name
  Required
- Fields
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Field
  Required
- Value
  Required
Action
Search
- Field
  Required
- Value
  Required
Action
Search
- Field
  Required
- Value
  Required
- First Name
  Required
- Last Name
- Name
  Required
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is Customer Lead?
- Custom Fields
Action
Search or write

New Contact
Triggers when a new contact is added.
Trigger
Polling
Try It
New Customer/Vendor or Customer/Vendor Lead (Xero Only)
Triggers when a new customer/vendor or customer/vendor lead is added.
Trigger
Polling
Try It
New Vendor
Triggers when a new vendor is added.
Trigger
Polling
Try It
- First Name
  Required
- Last Name
- Entity Full Name
  Required
- Email
- Phone
- Custom Fields
Action
Write
- First Name
  Required
- Last Name
- Name
  Required
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is CustomerVendor Lead?
- Custom Fields
Action
Write
- Contact RecordID
  Required
- Opportunity Name
  Required
- Assigned To
  Required
- Close Date
  Required
- Description
- Opportunity Stage
  Required
- Opportunity Type
- Amount
- Custom Fields
Action
Write
- Field
  Required
- Value
  Required
Action
Search
- Field
  Required
- Value
  Required
Action
Search
- Field
  Required
- Value
  Required
- First Name
  Required
- Last Name
- Entity Full Name
  Required
- Email
- Phone
- Custom Fields
Action
Search or write
- Field
  Required
- Value
  Required
- First Name
  Required
- Last Name
- Name
  Required
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is CustomerVendor Lead?
- Custom Fields
Action
Search or write

Method CRM Help & Support

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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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Method CRM Integrations

Put Method CRM to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create Method leads from new Facebook Lead Ads leads

Add Method activities for labeled emails in Gmail

Create Mailchimp subscribers from new Method leads

Create Method leads from new submissions on Gravity Forms

Create Method leads from Google Forms responses

Create Trello cards from new Method to-do activities

Create Method leads from new Facebook Lead Ads leads

Add Method activities for labeled emails in Gmail

Create Mailchimp subscribers from new Method leads

Create Method leads from new submissions on Gravity Forms

Create Method leads from Google Forms responses

Create Trello cards from new Method to-do activities

Create spreadsheet rows in Google Sheets for new opportunities in Method CRM

Create opportunities in Method CRM from new Gravity Forms submissions

Create Method CRM entries for new Jotform submissions

Add new Squarespace Forms form submissions as customers or leads in Method CRM (quickbooks only)

Create and update Mailchimp subscribers from new contacts in Method CRM

Create Method leads for new Mailchimp subscribers

Create spreadsheet rows in Google Sheets for new opportunities in Method CRM

Create opportunities in Method CRM from new Gravity Forms submissions

Create Method CRM entries for new Jotform submissions

Add new Squarespace Forms form submissions as customers or leads in Method CRM (quickbooks only)

Create and update Mailchimp subscribers from new contacts in Method CRM

Create Method leads for new Mailchimp subscribers

Supported triggers and actions