Salesflare Salesflare Integrations

Method CRM and Salesflare

CRM (Customer Relationship Management) grow.method.me ↗

How to connect Method CRM

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.

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