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Method CRM Integrations

CRM (Customer Relationship Management)

Do more with Method CRM integrations

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Or pick an app to pair witharrow pointing down
Integrate Microsoft Outlook with Method CRMIntegrate Microsoft Outlook with Method CRM

Microsoft Outlook

Calendar, Email, Microsoft
Integrate Facebook Lead Ads with Method CRMIntegrate Facebook Lead Ads with Method CRM

Facebook Lead Ads

Ads & Conversion, Facebook
Integrate Gravity Forms with Method CRMIntegrate Gravity Forms with Method CRM

Gravity Forms

Forms & Surveys, WordPress
Integrate Mailchimp with Method CRMIntegrate Mailchimp with Method CRM

Mailchimp

Email Newsletters
Integrate RingCentral with Method CRMIntegrate RingCentral with Method CRM

RingCentral

Phone & SMS
Integrate WPForms with Method CRMIntegrate WPForms with Method CRM

WPForms

Forms & Surveys, WordPress
Integrate Google Sheets with Method CRMIntegrate Google Sheets with Method CRM

Google Sheets

Google, Spreadsheets
Integrate HubSpot with Method CRMIntegrate HubSpot with Method CRM

HubSpot

Marketing Automation
Integrate WooCommerce with Method CRMIntegrate WooCommerce with Method CRM

WooCommerce

eCommerce, WordPress
Integrate Microsoft Outlook with Method CRMIntegrate Microsoft Outlook with Method CRM

Microsoft Outlook

Calendar, Email, Microsoft
Integrate Facebook Lead Ads with Method CRMIntegrate Facebook Lead Ads with Method CRM

Facebook Lead Ads

Ads & Conversion, Facebook
Integrate Gravity Forms with Method CRMIntegrate Gravity Forms with Method CRM

Gravity Forms

Forms & Surveys, WordPress
Integrate Mailchimp with Method CRMIntegrate Mailchimp with Method CRM

Mailchimp

Email Newsletters
Integrate RingCentral with Method CRMIntegrate RingCentral with Method CRM

RingCentral

Phone & SMS
Integrate WPForms with Method CRMIntegrate WPForms with Method CRM

WPForms

Forms & Surveys, WordPress
Integrate Microsoft Outlook with Method CRMIntegrate Microsoft Outlook with Method CRM

Microsoft Outlook

Calendar, Email, Microsoft
Integrate Facebook Lead Ads with Method CRMIntegrate Facebook Lead Ads with Method CRM

Facebook Lead Ads

Ads & Conversion, Facebook
Integrate Gravity Forms with Method CRMIntegrate Gravity Forms with Method CRM

Gravity Forms

Forms & Surveys, WordPress
Integrate Mailchimp with Method CRMIntegrate Mailchimp with Method CRM

Mailchimp

Email Newsletters
Integrate RingCentral with Method CRMIntegrate RingCentral with Method CRM

RingCentral

Phone & SMS
Integrate WPForms with Method CRMIntegrate WPForms with Method CRM

WPForms

Forms & Surveys, WordPress
Integrate Google Sheets with Method CRMIntegrate Google Sheets with Method CRM

Google Sheets

Google, Spreadsheets
Integrate HubSpot with Method CRMIntegrate HubSpot with Method CRM

HubSpot

Marketing Automation
Integrate WooCommerce with Method CRMIntegrate WooCommerce with Method CRM

WooCommerce

eCommerce, WordPress

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Quickly automate Method CRM integrations with Zapier's templates

  • Create Method leads from new submissions on Gravity Forms

    Details
    Try it
    • Gravity Forms logo
    • Method CRM logo
    Gravity Forms + Method CRM

  • Add Method activities for labeled emails in Gmail

    Details
    Try it
    • Gmail logo
    • Method CRM logo
    • Method CRM logo
    Gmail + Method CRM

  • Create Mailchimp subscribers from new Method leads

    Details
    Try it
    • Method CRM logo
    • Mailchimp logo
    Method CRM + Mailchimp

  • Create Method CRM entries for new Jotform submissions

    Details
    Try it
    • Jotform logo
    • Method CRM logo
    Jotform + Method CRM

  • Send funnel events to Facebook Conversions from Method CRM

    Details
    Try it
    • Facebook Conversions logo
    Facebook Conversions

  • Create opportunities in Method CRM from new Gravity Forms submissions

    Details
    Try it
    • Gravity Forms logo
    • Method CRM logo
    Gravity Forms + Method CRM

Create Method leads from new submissions on Gravity Forms

Details
Try it
  • Gravity Forms logo
  • Method CRM logo
Gravity Forms + Method CRM

Add Method activities for labeled emails in Gmail

Details
Try it
  • Gmail logo
  • Method CRM logo
  • Method CRM logo
Gmail + Method CRM

Create Mailchimp subscribers from new Method leads

Details
Try it
  • Method CRM logo
  • Mailchimp logo
Method CRM + Mailchimp

Create Method CRM entries for new Jotform submissions

Details
Try it
  • Jotform logo
  • Method CRM logo
Jotform + Method CRM

Send funnel events to Facebook Conversions from Method CRM

Details
Try it
  • Facebook Conversions logo
Facebook Conversions

Create opportunities in Method CRM from new Gravity Forms submissions

Details
Try it
  • Gravity Forms logo
  • Method CRM logo
Gravity Forms + Method CRM

Supported triggers and actions

What does this mean?
  • Method CRM triggers, actions, and search

    New Activity

    Triggers when a new activity is added.

    Trigger
    Scheduled
    Try It
  • Method CRM triggers, actions, and search

    New Customer or Customer Lead (QuickBooks Only)

    Triggers when a new customer or customer lead is added.

    Trigger
    Scheduled
    Try It
  • Method CRM triggers, actions, and search

    New Opportunity

    Triggers when a new opportunity is added.

    Trigger
    Scheduled
    Try It

    • Start DateRequired

    • Due Date

    • Comments

    • Opportunity Record ID

    • Contact RecordID

    • StatusRequired

    • TypeRequired

    • Assigned ToRequired

    • Custom Fields

    Action
    Write
  • Method CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is added.

    Trigger
    Scheduled
    Try It
  • Method CRM triggers, actions, and search

    New Customer/Vendor or Customer/Vendor Lead (Xero Only)

    Triggers when a new customer/vendor or customer/vendor lead is added.

    Trigger
    Scheduled
    Try It
  • Method CRM triggers, actions, and search

    New Vendor

    Triggers when a new vendor is added.

    Trigger
    Scheduled
    Try It

    • First NameRequired

    • Last Name

    • Entity Full NameRequired

    • Email

    • Phone

    • Custom Fields

    Action
    Write
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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)

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