Method CRM Integrations

Name: Zapier
Availability: InStock

Do more with Method CRM integrations

Zapier lets you connect Method CRM with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

Start free with Google

No credit card required
Free forever for core features
14-day trial for premium features and apps

Or pick an app to pair with

Facebook Lead Ads

Ads & Conversion, Facebook

Gravity Forms

Forms & Surveys, WordPress

Mailchimp

Email Newsletters

RingCentral

Phone & SMS

WPForms

Forms & Surveys, WordPress

HubSpot

Marketing Automation

Microsoft Outlook

Calendar, Email, Microsoft

WooCommerce

eCommerce, WordPress

Google Forms

Forms & Surveys, Google

Facebook Lead Ads

Ads & Conversion, Facebook

Gravity Forms

Forms & Surveys, WordPress

Mailchimp

Email Newsletters

RingCentral

Phone & SMS

WPForms

Forms & Surveys, WordPress

HubSpot

Marketing Automation

Facebook Lead Ads

Ads & Conversion, Facebook

Gravity Forms

Forms & Surveys, WordPress

Mailchimp

Email Newsletters

RingCentral

Phone & SMS

WPForms

Forms & Surveys, WordPress

HubSpot

Marketing Automation

Microsoft Outlook

Calendar, Email, Microsoft

WooCommerce

eCommerce, WordPress

Google Forms

Forms & Surveys, Google

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Method CRM integrations with Zapier's templates

Add Method activities for labeled emails in Gmail
Details
Try it
Gmail + Method CRM
Create Method leads from new Facebook Lead Ads leads
Premium
Details
Try it
Facebook Lead Ads + Method CRM
Create Method leads from new submissions on Gravity Forms
Details
Try it
Gravity Forms + Method CRM
Create Method CRM entries for new Jotform submissions
Details
Try it
Jotform + Method CRM
Create Mailchimp subscribers from new Method leads
Details
Try it
Method CRM + Mailchimp
Add Method activities from new Microsoft Outlook events
Details
Try it
Microsoft Outlook + Method CRM

Add Method activities for labeled emails in Gmail

Details

Try it

Gmail + Method CRM

Create Method leads from new Facebook Lead Ads leads

Details

Try it

Facebook Lead Ads + Method CRM

Create Method leads from new submissions on Gravity Forms

Details

Try it

Gravity Forms + Method CRM

Create Method CRM entries for new Jotform submissions

Details

Try it

Jotform + Method CRM

Create Mailchimp subscribers from new Method leads

Details

Try it

Method CRM + Mailchimp

Add Method activities from new Microsoft Outlook events

Details

Try it

Microsoft Outlook + Method CRM

Create opportunities in Method CRM from new Gravity Forms submissions

Details

Try it

Gravity Forms + 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 Method leads from Google Forms responses

Details

Try it

Google Forms + Method CRM

Create Microsoft Outlook events from new Method CRM activities

Details

Try it

Method CRM + Microsoft Outlook

Create and update Mailchimp subscribers from new contacts in Method CRM

Details

Try it

Method CRM + Mailchimp

Create new Method CRM customers or customer leads from new Jotform submissions

Details

Try it

Jotform + Method CRM

Create opportunities in Method CRM from new Gravity Forms submissions
Details
Try it
Gravity Forms + 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 Method leads from Google Forms responses
Details
Try it
Google Forms + Method CRM
Create Microsoft Outlook events from new Method CRM activities
Details
Try it
Method CRM + Microsoft Outlook
Create and update Mailchimp subscribers from new contacts in Method CRM
Details
Try it
Method CRM + Mailchimp
Create new Method CRM customers or customer leads from new Jotform submissions
Details
Try it
Jotform + 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
- Custom 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 Customer Lead?
- Custom Fields
Action
Write
- Contact RecordID
- 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 Customer Lead?
- Custom Fields
Action
Search or write

Method CRM Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

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

Do more with Method CRM integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Method CRM integrations with Zapier's templates

Add Method activities for labeled emails in Gmail

Create Method leads from new Facebook Lead Ads leads

Create Method leads from new submissions on Gravity Forms

Create Method CRM entries for new Jotform submissions

Create Mailchimp subscribers from new Method leads

Add Method activities from new Microsoft Outlook events

Add Method activities for labeled emails in Gmail

Create Method leads from new Facebook Lead Ads leads

Create Method leads from new submissions on Gravity Forms

Create Method CRM entries for new Jotform submissions

Create Mailchimp subscribers from new Method leads

Add Method activities from new Microsoft Outlook events

Create opportunities in Method CRM from new Gravity Forms submissions

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

Create Method leads from Google Forms responses

Create Microsoft Outlook events from new Method CRM activities

Create and update Mailchimp subscribers from new contacts in Method CRM

Create new Method CRM customers or customer leads from new Jotform submissions

Create opportunities in Method CRM from new Gravity Forms submissions

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

Create Method leads from Google Forms responses

Create Microsoft Outlook events from new Method CRM activities

Create and update Mailchimp subscribers from new contacts in Method CRM

Create new Method CRM customers or customer leads from new Jotform submissions

Supported triggers and actions