Method:CRM has a number of integrations which is accessible to administrators of the account. 

To access your Method:CRM accounts integrations, click the upper-right blue circle icon and then clicking Integrations.

This will take you to the Integrations Screen which list out integrations available with Method:CRM.

Below, we'll do an overview with related articles.

  • QuickBooks Sync: Allows you to configure your QuickBooks sync as well as perform manual syncs. Depending on which version of QuickBooks you are using, please see:
    - QuickBooks Desktop Sync Preferences
    - QuickBooks Online Sync Preferences
  • Import & Export: The Import / Export tool allows you to transfer information between Method:CRM and a spreadsheet. This is particularly useful for users who want to import large lists of leads when first signing up to Method:CRM.
  • Payment Gateways: A payment gateway allows you to accept credit card payments directly within Method:CRM.
  • Method:Sidebar for Gmail: Allows you to see Method:CRM data within the inbox of your gmail account.
  • Google Calendar: If you use your Google OpenID to sign into Method:CRM, a new Google Calendar is automatically created for you.
  • Method: API: The Method:API is an easy programming interface for software developers to access, add and edit data for your Method:CRM account.
  • Authorization Codes: Manage codes given to external applications that allow them to connect to Method:CRM without your email and password.
  • MailChimp: Send Contacts from Method:CRM to your MailChimp account.
  • Outlook Gadget: Find Contacts, Invoices, Opportunities, Activities, Estimates and Sales Receipts related to emails received.
  • Zapier: Connect Method:CRM to 2,000+ other web services.
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