1. Connectors
2. Method CRM Contacts

SyncPenguin's connector for Method CRM contacts

Sync your Method CRM contacts two-way or one-way with other apps and services

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Method CRM is often where a business keeps its most accurate customer and vendor information. That data rarely reaches email, phones, or marketing tools without manual exports and copy-pasting. Teams end up calling customers from outdated phone lists, emailing contacts who have left a company, or keeping duplicate address books that drift apart. This connector keeps those other apps updated from Method CRM automatically. Every contact change and company update flows out, and deactivated records are cleaned up.

How does it work?

The Method CRM Contacts connector lets you send your Method CRM contacts (customers, vendors, leads, employees and other names) into the apps your team uses every day. Push contacts automatically to Outlook, Microsoft 365, the company Global Address List, Google Contacts, iPhones through iCloud, or marketing and helpdesk tools. Names, job titles, emails, phone numbers, billing and shipping addresses, and company details stay current. SyncPenguin's no-code rules let you choose which contacts sync, how fields are mapped, and what happens when a contact is deactivated in Method CRM.

What can Method CRM contacts be synced with?

ActiveCampaign

Contacts

Attio

Contacts

Capsule CRM

Contacts

Copper CRM

Contacts

Exchange On-Premises

Contacts

Freshdesk

Contacts

Freshsales CRM

Contacts

Google

Contacts

HubSpot

Contacts

iCloud

Contacts

Mailchimp

Contacts

Method CRM

Contacts

Microsoft 365

Contacts

Microsoft 365 GAL

Users and org. contacts

Nimble CRM

Contacts

Notion

Contacts

Outlook

Contacts

Pipedrive

Contacts

Quickbooks

Contacts

Salesflare

Contacts

Salesforce

Contacts

SendGrid

Contacts

Shopify

Customers

Square

Customers

Xero

Contacts

Zoho CRM

Contacts

Popular real-world use cases

• 
  Publish all active Method CRM customers to the Microsoft 365 Global Address List so everyone in the organization can find customer details in Outlook and Teams.

  
• 
  Keep a sales rep's Outlook Contacts filled with their Method CRM customers and leads, so the right name appears on incoming calls and emails.

  
• 
  Sync Method CRM contacts to Google Contacts so field staff can access up-to-date customer phone numbers and addresses on their Android phones.

  
• 
  Send Method CRM customers to Apple iCloud Contacts so iPhone users always have the latest customer phone numbers and emails.

  
• 
  Sync Method CRM vendors to a shared Microsoft 365 contacts folder for the purchasing team, using an entity type filter to exclude customers and leads.

  
• 
  Add Method CRM customers and leads with an email address to a Mailchimp audience automatically, and remove them when they are deactivated in Method CRM.

  
• 
  Send Method CRM contacts to HubSpot so marketing can run campaigns while Method CRM remains the source of truth for customer data.

  
• 
  Keep the Freshdesk contact list in step with Method CRM customers, so support agents see the correct company, phone and email for every ticket.

  
• 
  Sync Method CRM customers to Exchange On-Premises contacts for organizations that still run their own Exchange server.

  
• 
  Send Method CRM contacts to both Outlook and Google Contacts for a team that uses a mix of Microsoft and Google devices.

  

  

Key features

Automatic Updates

New and changed Method CRM contacts are picked up automatically and sent to your connected apps, so your address books are never out of date.

Entity Type Filters

Sync only the contacts you need, such as customers, vendors, leads or employees, using simple no-code filters.

Rich Contact Details

Sync work, mobile and alternate phones (including extensions), email, job title, and full billing and shipping addresses.

Company-Aware Sync

When a company record changes in Method CRM, the related contacts are updated too, including company name and notes.

Smart Cleanup

Contacts that are deactivated in Method CRM, or that belong to a deactivated company, can be removed from your other apps automatically.

Affordable & Scalable

With SyncPenguin you only pay for changes to your data, regardless of how many contacts you initially have, or will have in the future.

Supported fields

First name Last name Display name Job title Description (company notes) Company Method CRM company name Entity type (Customer, Vendor, Customer Lead, Employee, Other Name) Email Phones (work with extension, mobile, other) Addresses (billing, shipping, up to 5 address lines)

Things to note

• Method CRM currently works as a source: contacts sync from Method CRM to your other apps. Creating or updating contacts inside Method CRM is not yet supported, so Method CRM stays your single source of truth.
• One email address per contact is synced, matching the main email field in Method CRM.
• Custom fields from Method CRM are not currently available for mapping. The standard contact, company, phone and address fields are fully supported.
• Changes are picked up on the regular sync schedule rather than instantly, so updates appear in your other apps shortly after they are made in Method CRM.
• Inactive contacts are treated as removed. Deactivating a company record in Method CRM also removes its contacts from connected apps if deletion syncing is enabled. You can turn this off in the general rules.
• Company name and description come from the customer or vendor record linked to the contact in Method CRM.

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Frequently Asked Questions

Can I sync Method CRM contacts with Outlook or Microsoft 365?

Yes. SyncPenguin can sync Method CRM contacts to Outlook Contacts, Microsoft 365 contacts, and the Microsoft 365 Global Address List. Customer details then show up in Outlook, Teams and on mobile devices.

Can I sync Method CRM contacts to my iPhone or Android phone?

Yes. Sync Method CRM to Apple iCloud Contacts for iPhones, or to Google Contacts for Android devices. Your customers' names, phone numbers and emails then stay up to date on your phone.

Can I choose which Method CRM contacts get synced?

Yes. With SyncPenguin's no-code filters, you can sync only certain entity types, such as customers, vendors, leads or employees. You can also filter on other conditions, such as whether a contact has an email address or belongs to a specific company.

Does the Method CRM sync work both ways?

The connector currently sends data from Method CRM to your other apps. This keeps Method CRM as the single source of truth while every connected address book, marketing list or helpdesk stays current.

What happens when I deactivate a contact in Method CRM?

SyncPenguin treats deactivated contacts, and contacts linked to deactivated companies, as removed. It can delete them from your connected apps automatically. You decide whether deletions are synced using the general rules.

How do I connect Method CRM to SyncPenguin?

You connect with your Method CRM API key. SyncPenguin checks the connection right away, and you can start setting up your sync in a few minutes without any coding.

Will SyncPenguin create duplicates of my existing contacts?

No. When you start a sync, you can choose an initial merge that matches existing contacts in the destination app, so they are updated instead of duplicated. You can also choose to sync only new changes.

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About Method CRM

Method CRM (Method:CRM) is a customizable customer relationship management platform built for small and medium-sized businesses that use QuickBooks. It brings customers, vendors, leads, sales, estimates and invoices into one place. It also offers real-time two-way QuickBooks sync, customer portals and workflow automation, helping businesses manage their customer relationships and back-office processes together.

Official website: https://www.method.me/