BETA Method Zapier Integration

This article contains info for existing Method Partners!

What is this beta program?

Zapier is an online automation tool that connects your favourite apps, such as Gmail, Slack, MailChimp, and over 1,000 more including Method.

For active Partners only

Reminder some betas are available to active Method Partners only. There are eligibility requirements to become a Method Partner. Learn more about those requirements.

Accessing the beta program

  1. Log into the Partner portal (click for help)
  2. Click the Beta Programs tab
  3. Find the Method Method Zapier Integration beta
    • Clicking View Help will bring you back to this article
    • Clicking Give Feedback allows Partners to send feedback to Method

Accessing the beta will take you to the following screen for use.

A Quick Guide

As you can imagine, the possibilities with this integration are staggering. For example, using labels in Gmail, you can have Zapier create leads within Method each with a CRM follow-up activity to remind you to reach out all while having the activity displayed on your Google calendar for an added view of your data.

How Zapier Works

Zapier allows you to set up tasks, or “zaps”. A zap can be, for example, automatically creating an activity in Method whenever you send out an email. 

Zapier works on a trigger/action structure. In other words, Zapier waits until a specific event happens (like sending an email) and when that event triggers it executes a number of actions (like creating an activity in Method).

As the possibilities are vast, we have created a sample case to help you navigate your first Method Zap!

Important Notes

While this is in beta it allows users to do the following

  • Create Leads

  • Create Customers

  • Create Activities

  • Create Sales Opportunities

  • Search existing contacts by email

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