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Integrations
Common integrations, Import/Export, and the Method API
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51 articles in this collection
Written by
Errol Elumir,
Inder Dhaliwal,
Guillermo O'Byrne
and 1 other
Accessing Method:CRM's Integrations
Integrate Method:CRM with popular 3rd party services.
Written by
Errol Elumir
Updated over a week ago
Method Zapier Integration
Method:CRM Zapier Integration
Connect Method:CRM to hundreds of other apps with Zapier
Written by
Errol Elumir
Updated over a week ago
Method:CRM Zapier - List of Trigger Events
A detailed look at the Method:CRM triggers available in Zapier
Written by
Errol Elumir
Updated over a week ago
Method:CRM Zapier - List of Search Actions
A detailed look at the Method:CRM search actions available in Zapier.
Written by
Errol Elumir
Updated over a week ago
Method:CRM Zapier - List of Create Actions
A detailed look at the Method:CRM create actions available in Zapier
Written by
Errol Elumir
Updated over a week ago
Zapier: Add Method:CRM Activities for RingCentral Phone Calls
Using Zapier, you can automatically create activities for RingCentral phone calls
Written by
Errol Elumir
Updated over a week ago
Zapier: Add Method:CRM activities for new RingCentral SMS text messages
Using Zapier, you can create an activity for new SMS text messages received or sent in RingCentral
Written by
Errol Elumir
Updated over a week ago
Zapier: Add Method:CRM activities for labeled emails in Gmail
Using Zapier, you can create an activity for emails you apply a label to in Gmail
Written by
Errol Elumir
Updated over a week ago
Zapier: Add Slack Notifications for New Method:CRM Opportunities
Using Zapier, you can create a notification in a Slack channel for new opportunities
Written by
Errol Elumir
Updated over a week ago
Import and Export
What is the Import / Export Tool?
Importing and exporting your data
Written by
Errol Elumir
Updated over a week ago
Important Terms
Method:CRM terms to understand
Written by
Errol Elumir
Updated over a week ago
Giving Access to the Import/Export Tool
How to get and grant access to the import/export tool
Written by
Errol Elumir
Updated over a week ago
Import Templates
Templates to use when importing data into Method:CRM
Written by
Errol Elumir
Updated over a week ago
Importing Leads and Customers
Import a list of leads into your Method:CRM account
Written by
Errol Elumir
Updated over a week ago
Exporting Leads and Customers
How to export leads, customers, and other records.
Written by
Errol Elumir
Updated over a week ago
Creating an Import Template
Ensuring your template will import successfully
Written by
Inder Dhaliwal
Updated over a week ago
Importing Activities
Details on how to properly import activities
Written by
Errol Elumir
Updated over a week ago
Importing Opportunities
Details on how to properly import opportunities.
Written by
Errol Elumir
Updated over a week ago
Importing Multiple Contacts
Details on how to properly import multiple contacts for one customer.
Written by
Inder Dhaliwal
Updated over a week ago
Mass Update Data
Using the import tool to update records en masse.
Written by
Errol Elumir
Updated over a week ago
Using Filter with Script to Export
How to create a filter script for Advanced Filter Options when exporting.
Written by
Errol Elumir
Updated over a week ago
Mass Updating Tags for Contacts
Using the import/export tool to update tags
Written by
Errol Elumir
Updated over a week ago
Import/Export - Troubleshooting and FAQ
How to fix common issues while using our import/export tool.
Written by
Inder Dhaliwal
Updated over a week ago
Outlook Email Gadget
Getting the Outlook Email Gadget
How to install the Outlook Email Gadget
Written by
Errol Elumir
Updated over a week ago
Using and Configuring the Outlook Email Gadget
How to use and configure the Outlook Email Gadget
Written by
Errol Elumir
Updated over a week ago
Apps in the Outlook Email Gadget
Written by
Inder Dhaliwal
Updated over a week ago
Outlook Email Gadget FAQ
Written by
Errol Elumir
Updated over a week ago
Customizing the Outlook Email Gadget
Written by
Inder Dhaliwal
Updated over a week ago
Payment Gateways
Connect Payment Gateways
How to connect gateways to receive payments in Method:CRM
Written by
Guillermo O'Byrne
Updated over a week ago
Supported Payment Gateways
Lists supported gateways by region
Written by
Guillermo O'Byrne
Updated over a week ago
Saving and Managing Credit Card Information
How to process a payment and save payment information
Written by
Guillermo O'Byrne
Updated over a week ago
Connect Authorize.Net
How to connect Authorize.Net
Written by
Errol Elumir
Updated over a week ago
Connect Braintree Payments
How to connect Braintree Payments
Written by
Errol Elumir
Updated over a week ago
Connect QuickBooks Payments
How to connect QuickBooks Payments
Written by
Guillermo O'Byrne
Updated over a week ago
Connect Stripe Payments
How to connect Stripe Payments
Written by
Guillermo O'Byrne
Updated over a week ago
Method:Sidebar for Gmail
Installing Method:Sidebar for Gmail
Setting up the Method:Sidebar for Gmail.
Written by
Inder Dhaliwal
Updated over a week ago
Using the Method:Sidebar for Gmail
Once you have the Method:Sidebar, access all the information you need from Method:CRM.
Written by
Errol Elumir
Updated over a week ago
Method:Sidebar Preferences
Setting up the defaults for the Method:Sidebar
Written by
Errol Elumir
Updated over a week ago
Method:Sidebar FAQ
Frequently asked questions for Method:Sidebar for Gmail
Written by
Errol Elumir
Updated over a week ago
How Google Calendar sync works
Understanding the Google Calendar
Written by
Errol Elumir
Updated over a week ago
How to Disconnect and Reconnect your Google Account from Method:CRM
A common troubleshooting solution for issues connecting your Google account
Written by
Tiffany Clay
Updated over a week ago
MailChimp
Connecting Method:CRM to MailChimp
Integrate Method:CRM with MailChimp
Written by
Errol Elumir
Updated over a week ago
Troubleshooting MailChimp
Why are some contacts rejected?
Written by
Errol Elumir
Updated over a week ago
How to Reconnect MailChimp and Method:CRM
Disconnecting and reconnecting MailChimp with Method:CRM
Written by
Errol Elumir
Updated over a week ago
Enabling MailChimp on customized screens
If MailChimp doesn't show up on your Contacts list or any Method:CRM stock screen
Written by
Errol Elumir
Updated over a week ago
Right Networks
Setting up Method:CRM on Right Networks
How to set up Method:CRM to work within Right Networks servers.
Written by
Inder Dhaliwal
Updated over a week ago
Right Networks FAQs
Frequently asked questions for using Method:CRM in Right Networks servers.
Written by
Inder Dhaliwal
Updated over a week ago
InSynq
Setting up Method:CRM on InsynQ
How to set up Method:CRM to work with InsynQ
Written by
Inder Dhaliwal
Updated over a week ago
InsynQ FAQs
Frequently asked questions for using Method:CRM with InsynQ
Written by
Inder Dhaliwal
Updated over a week ago
Method API
Using Method's API
Allow external applications to integrate with Method
Written by
Errol Elumir
Updated over a week ago
Customizing Method:CRM to Integrate with Slack
Using Call Web Service to have Method:CRM post to a Slack channel.
Written by
Inder Dhaliwal
Updated over a week ago