Integrate Method CRM with Retently

Sync customer profiles between Method CRM and Retently to ensure up-to-date contact information, trigger NPS/CSAT surveys after significant customer interactions such as lead conversion or support resolution, and utilize survey feedback to enhance customer relationship strategies.

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About Method CRM

Method CRM is a QuickBooks CRM that helps manage customer relationships and activities effectively, facilitating tracking from lead generation to customer retention.

Method CRM logoRetently

Method CRM to Retently

1

New Activity

Triggers when a new activity is added.
2

New Customer or Customer Lead (QuickBooks Only)

Triggers when a new customer or customer lead is added.
3

New Opportunity

Triggers when a new opportunity is added.
4

New Contact

Triggers when a new contact is added.
5

New Customer/Vendor or Customer/Vendor Lead (Xero Only)

Triggers when a new customer/vendor or customer/vendor lead is added.
6

New Vendor

Triggers when a new vendor is added.
RetentlyMethod CRM logo

Retently to Method CRM

1

Add Activity

Adds a new activity.
2

Add Customer or Customer Lead (QuickBooks Only)

Adds a new customer or customer lead.
3

Add Generic Entry

Adds a new entry to a table.
4

API Request (Beta)

Makes a raw HTTP request that includes this integration's authentication.
5

Find Customer or Customer Lead (QuickBooks Only)

Finds an existing customer or customer lead by full name or email.
6

Find Vendor

Finds an existing vendor by full name or email.
7

Find or Create Customer

Finds an existing customer or customer lead by full name or email.
8

Add Contact to Existing Entity

Adds a new contact to an existing entity.
9

Add Customer/Vendor or Customer/Vendor Lead (Xero Only)

Adds a new customer/vendor or customer/vendor lead.
10

Add Opportunity

Adds a new opportunity.
11

Find Contact

Finds an existing contact by entity full name, email or contact name.
12

Find Customer/Vendor or Customer/Vendor Lead (Xero Only)

Finds an existing customer/vendor or customer/vendor lead by full name or email.
13

Find or Create Contact

Finds an existing contact by entity full name, email or contact name.
14

Find or Create CustomerVendor

Finds an existing customer/vendor or customer/vendor lead by full name or email.

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