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Method CRM + Microsoft Outlook

Add Method activities from new Microsoft Outlook events

Tired of manually having to add every interaction you have with a sales prospect into your CRM? So are we. Thankfully, you can automate this process with the Microsoft Outlook-Method CRM integration. With this integration, the events you create in your Microsoft Outlook calendar automatically appear as new activities in Method. So you can say goodbye to double data entry for good.

Tired of manually having to add every interaction you have with a sales prospect into your CRM? So are we. Thankfully, you can automate this process with the Microsoft Outlook-Method CRM integration. With this integration, the events you create in your Microsoft Outlook calendar automatically appear as new activities in Method. So you can say goodbye to double data entry for good.

  1. long arrow
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    When this happens...
    Microsoft OutlookMicrosoft Outlook
    Calendar Event Start

    Triggers at a specified time before an event in your calendar starts.

    TriggerScheduled
  2. long arrow
    short arrow
    automatically do this...
    Method CRMMethod CRM
    Find Contact

    Finds an existing contact by entity full name, email or contact name.

    ActionSearch
  3. then do this!
    Method CRMMethod CRM
    Add Activity

    Adds a new activity.

    ActionWrite

Supported triggers and actions

What does this mean?
method-crm logo
method-crm logo
method-crm logo

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)
microsoft-outlook logo
microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Learn More

Related categories

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