New integration: Seamlessly manage your sales cycle with Method CRM

Hannah Herman
Hannah Herman / September 21, 2020
Method CRM home page

Method CRM is a a QuickBooks CRM that streamlines your business from lead to repeat and everything in between. Whether you need simplified contact management, better activity tracking, more accurate estimating, or something else entirely, Method CRM has a solution for you.

And now Method CRM connects with Zapier, making it easier than ever to automate your CRM. Connect Method CRM with 2,000+ other apps, like Facebook Lead Ads, Microsoft Outlook, and Instapage. Zapier can automatically trigger workflows in other apps whenever there's a new contact, vendor, activity, customer, or lead in Method CRM. Or you can create any of those items in Method CRM whenever trigger events happen in the other apps you use most.

How to automate Method CRM with Zapier

  1. Sign up for a Method CRM account, and make sure you have a Zapier account.

  2. Try some pre-made Method CRM integrations, and learn more about how Method CRM works with Zapier.

  3. Or log in and build a custom workflow with Method CRM and Zapier.

New to Zapier? It's a tool that helps anyone connect apps and automate workflows—without any complicated code. Sign up for free to use Method CRM with Zapier.

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Hannah Herman

About the Author

Hannah Herman is a tech writer and native New Yorker. She’s written extensively on automation, digital innovation, and the ethics of AI. When she’s not writing, she’s probably reading; her favorite book is Anna Karenina.