What you can automate

When new Contact in Method CRM, find or create contact in Salesflare.

When new Customer or Customer Lead (QuickBooks Only) in Method CRM, find or create account, then find or create contact, then add contact to account in Salesflare.

When new Customer/Vendor or Customer/Vendor Lead (Xero Only) in Method CRM, find or create account, then find or create contact, then add contact to account in Salesflare.

When new Opportunity in Method CRM, create opportunity in Salesflare.

When new Vendor in Method CRM, find or create account in Salesflare.

When new Opportunity in Salesflare, add Opportunity in Method CRM.

About Method CRM

Method CRM™ is a QuickBooks CRM that streamlines your business from lead to repeat and everything in between.

Method CRM operations on Zapier

Triggers (6)

Start a workflow when this happens

New Activity — Triggers when a new activity is added.
New Contact — Triggers when a new contact is added.
New Customer or Customer Lead (QuickBooks Only) — Triggers when a new customer or customer lead is added.
New Customer/Vendor or Customer/Vendor Lead (Xero Only) — Triggers when a new customer/vendor or customer/vendor lead is added.
New Opportunity — Triggers when a new opportunity is added.

Show 1 more triggers

New Vendor — Triggers when a new vendor is added.

Actions (10)

Things Salesflare can make it do

API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
Add Activity — Adds a new activity.
Add Contact to Existing Entity — Adds a new contact to an existing entity.
Add Customer or Customer Lead (QuickBooks Only) — Adds a new customer or customer lead
Add Customer/Vendor or Customer/Vendor Lead (Xero Only) — Adds a new customer/vendor or customer/vendor lead

Show 5 more actions

Add Generic Entry — Adds a new entry to a table.
Add Opportunity — Adds a new opportunity.
Find or Create Contact — Finds an existing contact by entity full name, email or contact name.
Find or Create Customer — Finds an existing customer or customer lead by full name or email.
Find or Create CustomerVendor — Finds an existing customer/vendor or customer/vendor lead by full name or email.

Searches (4)

Look up existing records

Find Contact — Finds an existing contact by entity full name, email or contact name.
Find Customer or Customer Lead (QuickBooks Only) — Finds an existing customer or customer lead by full name or email.
Find Customer/Vendor or Customer/Vendor Lead (Xero Only) — Finds an existing customer/vendor or customer/vendor lead by full name or email.
Find Vendor — Finds an existing vendor by full name or email.

Method CRM and Salesflare

How to connect Method CRM