Method CRM + Looping by Zapier + Sub-Zap by Zapier Integrations
How to connect Method CRM + Looping by Zapier + Sub-Zap by Zapier
Zapier lets you send info between Method CRM and Looping by Zapier and Sub-Zap by Zapier automatically—no code required. With 6,000+ supported apps, the possibilities are endless.
- Free forever for core features
- 14 day trial for premium features & apps
Do even more with Method CRM + Looping by Zapier + Sub-Zap by Zapier
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Method CRM, Looping by Zapier, and Sub-Zap by Zapier. And don’t forget that you can add more apps and actions to create complex workflows.
New Activity
Triggers when a new activity is added.
Try ItNew Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.
Try ItNew Opportunity
Triggers when a new opportunity is added.
Try ItStart DateRequired
Due Date
Comments
Opportunity Record ID
Contact RecordID
StatusRequired
TypeRequired
Assigned ToRequired
Custom Fields
New Contact
Triggers when a new contact is added.
Try ItNew Customer/Vendor or Customer/Vendor Lead (Xero Only)
Triggers when a new customer/vendor or customer/vendor lead is added.
Try ItNew Vendor
Triggers when a new vendor is added.
Try ItFirst NameRequired
Last Name
Entity Full NameRequired
Email
Phone
Custom Fields
Join millions worldwide who automate their work using Zapier
How Method CRM + Looping by Zapier + Sub-Zap by Zapier Integrations Work
- Step 1: Authenticate Method CRM, Looping by Zapier, and Sub-Zap by Zapier.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
