Skip to content
Log inSign up

Method CRM Integrations

CRM (Customer Relationship Management)

Do more with Method CRM integrations

Zapier lets you connect Method CRM with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

Start free with email
Start free with Google
Start free with email
Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps
Method CRM logo
Method CRM logo
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 Gmail with Method CRMIntegrate Gmail with Method CRM

Gmail

Email, Google
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 Gmail with Method CRMIntegrate Gmail with Method CRM

Gmail

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

HubSpot

Marketing Automation
Integrate WooCommerce with Method CRMIntegrate WooCommerce with Method CRM

WooCommerce

eCommerce, WordPress

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

 Sign up with Google

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

  • Add Method activities from new Microsoft Outlook events

    Details
    Try it
    • Microsoft Outlook logo
    • Method CRM logo
    • Method CRM logo
    Microsoft Outlook + 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 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

Add Method activities from new Microsoft Outlook events

Details
Try it
  • Microsoft Outlook logo
  • Method CRM logo
  • Method CRM logo
Microsoft Outlook + 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

Supported triggers and actions

  • 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
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)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Popular Method CRM Integrations

  • Webhooks by Zapier
  • Formatter by Zapier
  • Filter by Zapier
  • Paths by Zapier
  • Email Parser by Zapier

Popular Method CRM Integrations

  • Webhooks by Zapier
  • Paths by Zapier
  • Zapier Tables
  • Zapier Chrome extension
  • Delay by Zapier

 

  • Formatter by Zapier
  • Email Parser by Zapier
  • Schedule by Zapier
  • Zapier Manager
  • Code by Zapier

 

  • Filter by Zapier
  • Email by Zapier
  • SMS by Zapier
  • Looping by Zapier
  • AI by Zapier