Method

Integrate Method:CRM with popular 3rd party services.

Accessing Method:CRM's Integrations

Errol Elumir

Inder Dhaliwal

Guillermo O'Byrne

Common integrations, Import/Export, and the Method API

Integrations

Connect Method:CRM to hundreds of other apps with Zapier

Method:CRM Zapier Integration

A detailed look at the Method:CRM triggers available in Zapier

Method:CRM Zapier - List of Trigger Events

A detailed look at the Method:CRM search actions available in Zapier.

Method:CRM Zapier - List of Search Actions

A detailed look at the Method:CRM create actions available in Zapier

Method:CRM Zapier - List of Create Actions

Using Zapier, you can automatically create activities for RingCentral phone calls

Zapier: Add Method:CRM Activities for RingCentral Phone Calls

Using Zapier, you can create an activity for new SMS text messages received or sent in RingCentral

Zapier: Add Method:CRM activities for new RingCentral SMS text messages

Using Zapier, you can create an activity for emails you apply a label to in Gmail

Zapier: Add Method:CRM activities for labeled emails in Gmail

Using Zapier, you can create a notification in a Slack channel for new opportunities

Zapier: Add Slack Notifications for New Method:CRM Opportunities

Method Zapier Integration

How to access the tools that allow you to import and export your data

What are the Import and Export Tools?

Important Terms

How to get and grant access to the import and export tools

Giving Access to the Import and Export Tools

Templates to use when importing data into Method:CRM

Import Templates

Importing a File into Method

Import a list of leads into your Method:CRM account

Importing Leads and Customers

Ensuring your template will import successfully

Creating an Import Template

Details on how to properly import activities

Importing Activities

Details on how to properly import opportunities.

Importing Opportunities

Details on how to properly import multiple contacts for one customer.

Importing Multiple Contacts

Using the import tool to update records en masse.

Mass Update Data

Exporting a File from Method

How to export customer leads from Method.

Exporting Leads

How to create a filter script for Filtering Options when exporting.

Using Filter with Script to Export

Using the import/export tool to update tags

Mass Updating Tags for Contacts

How to fix common issues while using our import/export tool.

Import/Export - Troubleshooting and FAQ

Import and Export

Getting the Outlook Email Gadget

How to use and configure the Outlook Email Gadget

Using and Configuring the Outlook Email Gadget

Apps in the Outlook Email Gadget

Outlook Email Gadget FAQ

Customizing the Outlook Email Gadget

Outlook Email Gadget

How to connect gateways to receive payments in Method:CRM

Connect Payment Gateways

How to remove a payment gateway after it has been connected.

Disconnect a Payment Gateway

Supported Payment Gateways

How to process a payment and save payment information

Saving and Managing Credit Card Information

Why and how to upgrade your payment gateway integration

Upgrade your payment gateway integration

Connect Authorize.Net

Connect Braintree Payments

Connect QuickBooks Payments

Connect Stripe Payments

Payment Gateways

Installing Method:Sidebar for Gmail

Once you have the Method:Sidebar, access all the information you need from Method:CRM.

Using the Method:Sidebar for Gmail

Setting up the defaults for the Method:Sidebar

Method:Sidebar Preferences

Frequently asked questions for Method:Sidebar for Gmail

Method:Sidebar FAQ

How Google Calendar sync works

A common troubleshooting solution for issues connecting your Google account

How to Disconnect and Reconnect your Google Account from Method:CRM

Method:Sidebar for Gmail

Connecting Method to MailChimp

Troubleshooting MailChimp

Disconnecting and reconnecting MailChimp with Method:CRM

How to Reconnect MailChimp and Method:CRM

If MailChimp doesn't show up on your Contacts list or any Method:CRM stock screen

Enabling MailChimp on customized screens

MailChimp

How to set up Method to work on cloud-based platforms that host QuickBooks.

Set up Method on a cloud-hosted QuickBooks platform

Frequently asked questions for using Method:CRM in Right Networks servers.

Right Networks FAQs

Right Networks

How to set up Method:CRM to work with InsynQ

Setting up Method:CRM on InsynQ

Frequently asked questions for using Method:CRM with InsynQ

InsynQ FAQs

InSynq

Allow external applications to integrate with Method

Using Method's API

Using Call Web Service to have Method:CRM post to a Slack channel.

Customizing Method:CRM to Integrate with Slack

Method API

Customization Services

Terms of Service

Security and Backup

Privacy Policy

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