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How Zapier works
Zapier makes it easy to integrate Method CRM with Shopify - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Activity" from Method CRM.
Add your action
An action happens after the trigger—such as "Add Line Item to Order" in Shopify.
You’re connected!
Zapier seamlessly connects Method CRM and Shopify, automating your workflow.
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.
Try ItTriggerPolling - New Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.
Try ItTriggerPolling - New Opportunity
Triggers when a new opportunity is added.
Try ItTriggerPolling - Start DateRequired
- Due Date
- Comments
- Opportunity Record ID
- Contact RecordID
- StatusRequired
- TypeRequired
- Assigned ToRequired
- Custom Fields
ActionWrite
- New Contact
Triggers when a new contact is added.
Try ItTriggerPolling - New Customer/Vendor or Customer/Vendor Lead (Xero Only)
Triggers when a new customer/vendor or customer/vendor lead is added.
Try ItTriggerPolling - New Vendor
Triggers when a new vendor is added.
Try ItTriggerPolling - First NameRequired
- Last Name
- Entity Full NameRequired
- Email
- Phone
- Custom Fields
ActionWrite
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Frequently Asked Questions about Method CRM + Shopify integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Method CRM and Shopify
How do I connect Method CRM to Shopify?
To connect Method CRM with Shopify, you'll first need to log into your Method account and navigate to the integrations section. Search for Shopify and follow the instructions provided to authenticate your store. Once connected, you can set up triggers and actions in our system.
Can I create custom triggers for the integration?
Yes, we allow you to create custom triggers for various events in your Shopify store. For example, you can set a trigger when an order is created or when a customer is updated. This gives you the flexibility to tailor the integration to your business needs.
What actions can be performed in Method CRM after a trigger from Shopify?
Once a trigger from Shopify is activated, actions can be performed such as adding a new contact in Method CRM, creating an invoice, or updating an existing record. The available actions depend on what processes are critical in your workflow.
Is it possible to sync inventory levels between Method CRM and Shopify?
Yes, syncing inventory levels between Method CRM and Shopify is supported. You can set up triggers that detect changes in inventory levels on either platform and sync them automatically.
How often do updates occur between Method CRM and Shopify?
Updates between Method CRM and Shopify can occur in real-time depending on how you configure your triggers. For instance, immediate updates may be executed when an order status changes or inventory adjusts.
What should I do if I encounter errors during integration setup?
If you encounter errors during setup, verify that all authentication details are correct and that both platforms have the required permissions enabled. Our support team is also available to help troubleshoot any issues.
Can I test the integration before going live?
Absolutely! We recommend testing the integration with sample data before fully implementing it. This ensures all triggers and actions work as expected without impacting live data on your Shopify store or Method CRM.