Zapier lets you connect Method:CRM to 2,000+ other web services. Automated connections called Zaps, set up in minutes with no coding, can automate your day-to-day tasks and build workflows between apps that otherwise wouldn't be possible.

Each Zap has one app as the Trigger, where your information comes from and which causes one or more Actions in other apps, where your data gets sent automatically. 

Getting Started with Zapier

Sign up for a free Zapier account, from there you can jump right in. 

Method:CRM Zap Templates

These templates provide an easy way to get started with Method:CRM and Zapier.

How do I connect Method:CRM to Zapier?

  1. Log in to your Zapier account or create a new account.
  2. Navigate to "My Apps" from the top menu bar.
  3. Now click on "Connect a new account..." and search for "Method CRM"
  4. Use your credentials to connect your Method:CRM account to Zapier.
  5. Once that's done you can start creating an automation! Use a pre-made Zap or create your own with the Zap Editor. Creating a Zap requires no coding knowledge and you'll be walked step-by-step through the setup. 
  6. Need inspiration? See everything that's possible with Method:CRM and Zapier.

How does Zapier Work?

Zapier allows you to set up tasks, or “zaps”. A zap can, for example, automatically create an Outlook calendar entry whenever an activity is created in Method:CRM. 

Zapier works on a trigger event → action structure. In other words, Zapier waits until a specific event happens (like a new activity was created in Method:CRM) and when that event triggers it executes one or more actions (like creating a calendar entry in Outlook).

Method:CRM can be used as both the trigger and the action. In other words:

  • When something is done in Method:CRM, then an action is done in another 3rd party app. In this case, Method:CRM triggers an event.
  • When something is triggered in another 3rd party app, then an action is done in Method:CRM. In this case, Method:CRM is the action.

Method:CRM as the Trigger

In Zapier, you can create a zap which is triggered by Method:CRM. Here are the ways Method:CRM can trigger a zap:

  • When a New Lead, or Customer is added.
  • When a New Activity is added.
  • When a New Opportunity is added.

After Method:CRM triggers the zap, you can have another app do an action. For example, you could have a Zapier send an email out in Gmail when a new lead is created in Method:CRM.

NOTE: When pulling in samples, (e.g. pulling in a sample invoice), it will only pull in records that were created in the last 60 minutes. Please create a test record before pulling in a sample. 

For more information, please see our article Method:CRM Zapier - List of Trigger Events.

Method:CRM as an Action

You can create a zap triggered by another app, and have Method:CRM perform an action. Here are the things you can do in Method:CRM:

  • Search Method:CRM: You can have Method:CRM find a specific Contact, Lead, Customer, and Vendor. Normally, this is done to grab the Record ID to use later in another action. 
  • Add a Customer, Lead, or Vendor.
  • Add a new Activity. Requires a contact. 
  • Add a new Opportunity. Requires a contact.
  • Add directly into a custom table.

For more information, please see our articles:

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