Build your business instead of just running
it with Method:CRM
and Zapier

Say goodbye to double data entry for good by
connecting Method:CRM to Zapier.

Connect Method:CRM with software applications like Slack, Facebook, Trello, and Unbounce.

Why you'll love using Method:CRM and Zapier

Automate your workflows end-to-end

Imagine a world without manual data entry. By connecting Method:CRM and Zapier, this becomes your reality as Zapier pushes information from your favorite apps directly into your CRM.

Be more productive than ever before

Stop jumping between apps and spend more time growing your business. By connecting Method:CRM with Zapier, you instantly get up-to-date information on leads, customers, sales, and more — all from within your CRM. 

Keep everyone on the same page

Eliminate confusion, reduce mistakes, and boost productivity for everyone on your team with a CRM that integrates with Zapier. Connect Method:CRM and Zapier to let information flow throughout your organization and stop bottlenecks before they happen.

 

Get down to business anytime, from anywhere

Zapier lets you connect Method:CRM to your favorite software solutions so you always have access to the information you need. From closing deals at home to creating estimates and invoices on the go, you’ll never miss an opportunity to grow your business with Method:CRM.

Enjoy a 360-degree customer view

Having a full view of each customer’s history makes managing relationships and driving repeat business that much easier. Connect Method:CRM and Zapier to see your customers’ past purchases, interactions, preferences, and more in one convenient location.

All your leads in one place

Simplify your lead management process with Method:CRM and Zapier. Instantly add new leads from apps like Google Forms, Unbounce, Facebook, and Typeform to Method:CRM in real time with the help of Zapier. 

Supercharge your sales and marketing teams

Increase your sales by providing your customers with a seamless buying experience. Link ecommerce tools like WooCommerce and Shopify to Method:CRM via Zapier to make tracking and optimizing each customer’s journey a piece of cake.

Enhance your customer experience

Today, customers deserve and expect to receive a level of service that’s tailored to them and their needs. With the help of Zapier, you can send handwritten notes, personalized videos, gift cards, and more to your Method:CRM customers in just a few clicks.

Drive a better bottom line

With data flowing seamlessly between your favorite tools, it’s easier than ever to gather strategic business insights and action them. From gaining a better understanding of what makes your leads convert to identifying ways to improve your sales process, anything is possible with Method:CRM and Zapier. 

Get started with Method:CRM and Zapier

It’s easy to start reaping the benefits of an integrated app ecosystem.

Here’s how to get started using Method:CRM and Zapier. 

 

  1. Set up a Method:CRM account. You can start your free 30-day trial in just a few clicks! 
  2. Log in to your Zapier account. If you don’t already have an account, you can create one for free here
  3. Once logged into Zapier, navigate to “My Apps” from the left sidebar.
  4. Click on “Connect a new account” and search for Method:CRM.

Once you’ve completed  these basic steps, it’s simple to connect your favorite apps to Method:CRM using pre-built workflows called Zaps. Below are a few of our top Method:CRM Zap templates. 

 

Creating your own Method:CRM Zaps

The power of a Zapier CRM lies in its ability to connect all of the solutions you use to run your business. So if you didn’t see the integration you were looking for above, don’t worry — you can always create your own workflow using the Zap editor.

 

Here’s how to connect Method:CRM to the tools you use if a Zap template doesn’t already exist for the integration you want. 

 

  1. Go to Method:CRM’s Zapier integration page. 
  2. Search for the app you want to integrate with Method:CRM.
  3. Select what event you would like to trigger the Zap.
  4. Click the action you would like to be completed when this trigger occurs.

Please note that for Zaps with multiple steps, you will need to repeat steps 3 and 4. 

 

The best part about building your own Zaps is that it’s simple and doesn’t require any coding knowledge. Plus, by connecting your other software solutions to your CRM, you can enjoy the advantages of integrated software applications such as:

 

  • Having up-to-date information across your different apps and teams 
  • Spending less time searching for the data you need
  • Being more productive because you don’t have to jump between apps

All of which let you focus on what matters most — growing your business.

Our favorite Method:CRM Zaps

A recap of our most powerful integrations.

Using Method:CRM and Zapier gives you access to over 2000 app integrations — which is exciting, but can also be daunting. To help you narrow down which integrations you should take advantage of, here’s a list of our favorite Method:CRM Zaps. 

Facebook Lead Ads

Simplify your social media marketing by using Zapier to automatically send prospective buyers who engage with your Facebook ads to Method:CRM as new leads. Better yet, this automation instantly schedules a follow-up activity in Method:CRM for every new Facebook Lead Ads prospect you get — making it easier than ever to convert your Facebook followers into paying customers.

Gravity Forms

Automate your lead management process with the Method:CRM and Gravity Forms Zap template. Use this integration to effortlessly:

 

  • Send contact info from Gravity Forms to Method:CRM
  • Create contacts and follow-up activities for Gravity Forms leads in Method:CRM

RingCentral

Make tracking your sales outreach efforts easier than ever. Connect Method:CRM with RingCentral to instantly log the phone and text conversations you have with prospects and customers as sales activities. For tips on how to best use this Zap, check out this article

Outlook Calendar

While Method already offers a native Outlook CRM integration, you can also use Zapier to instantly create Method:CRM activities for events in your Outlook Calendar, like demos and sales meetings.

Unbounce

Stop leads from slipping through the cracks by connecting Method:CRM with Unbounce via Zapier. Use this Zap to automatically add new Unbounce leads to Method:CRM, instantly create a sales follow-up activity, and make managing your contacts simpler than ever before. 

Trello

Take the work out of project management with the Method:CRM Trello Zap. This integration automatically adds your Trello cards to Method:CRM as to-do activities so you can spend less time copying data and more time getting down to business. 

Google Forms

Free your team members from manual data entry by using this Zap to instantly add new Google Forms leads to Method:CRM as contacts. Better yet, this Zap will create a follow-up activity for each new Google Forms lead so you never miss out on a potential business opportunity again!

Mailchimp

Automate your CRM sales workflows to perfection by using Zapier to connect Method:CRM with your Mailchimp account. In addition to the benefits offered by our native Mailchimp CRM integration, this Zap lets you seamlessly:

 

Slack

Keep everyone on the same page by using this Zap template to instantly notify your team of new Method:CRM sales opportunities in your preferred Slack channel.

Typeform

Streamline your lead management process by using Zapier to connect Method:CRM and Typeform. Use this integration to automatically add Typeform leads to Method:CRM as new contacts and create a follow-up activity for each one. 

Gmail

On top of Method’s native Gmail CRM integration, you can also use Zapier to seamlessly create Method:CRM activities for emails with specific labels in Gmail.   

Streamline your business with Method:CRM

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