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Method CRM + Slack Integrations

How to connect Method CRM + Slack

Zapier lets you send info between Method CRM and Slack automatically—no code required.

When this happens...
Method CRMMethod CRM
New Activity

Triggers when a new activity is added.

automatically do this!
SlackSlack
Add Reminder

Adds a reminder for yourself or a teammate, just like the /remind slash command.

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Method CRM logo
Slack logoSlack logo

Do Even More with Method CRM + Slack

With Zapier, you can do more than just connect 2 apps—you can automate entire processes from beginning to end! Here are some popular ways users make their Method CRM + Slack workflows do more for them.

  • Formatter by Zapier logo

    Zapier users love adding Formatter by Zapier to their workflows

Supported triggers and actions

What does this mean?

How Method CRM + Slack Integrations Work

  1. Step 1: Authenticate Method CRM + Slack.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Slack Tutorials

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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slack logo
slack logo

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.
Learn More

Related categories

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