This article contains info for existing Method Partners!
Zapier is an online automation tool that connects your favourite apps, such as Gmail, Slack, MailChimp, and over 1,000 more including Method.
Accessing the beta will take you to the following screen for use.
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.
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!
While this is in beta it allows users to do the following
Create Sales Opportunities
Search existing contacts by email