Integrations

Accessing Method:CRM's Integrations

Integrate Method:CRM with popular 3rd party services.

Written by Errol Elumir
Updated over a week ago

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

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

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

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

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 Inder Dhaliwal
Updated over a week ago

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

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

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

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