Method CRM SMS Integration

Yes — Mobile Message integrates with Method CRM. Send and receive SMS from the tools you already use.

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✓ 50 FREE SMS credits included when you sign up

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Mobile Message

About the Method CRM integration

Your CRM in Method connects to QuickBooks, tracking customers, opportunities and activities. But when a new lead arrives or an opportunity opens, your sales team finds out later through manual checking or forgotten notifications. Deals stall because no one reached out at the crucial moment and you miss revenue because follow-up wasn't immediate.

Connecting Method CRM to Mobile Message turns leads into conversations. When a new customer, opportunity or contact is added, you can instantly notify your sales team via SMS so they can reach out while interest is fresh. When a customer replies to your outreach, you can automatically create a contact or activity record in Method, building a complete history of every interaction. This ensures every lead gets the attention it deserves and no sales opportunity slips through the cracks or gets forgotten in your inbox. Your team wins more deals because they respond while the prospect is still interested.
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A Zapier account and subscription is required for this integration. Please view Zapier's pricing page for further information.

What you can automate

Connect Method CRM and Mobile Message through Zapier and these run on their own, with no code and no developer.

When A new customer or lead is created Method CRM · New Customer or Customer Lead (QuickBooks Only)
Then Send your sales team an SMS alert Mobile Message · Send SMS
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When A new opportunity is added Method CRM · New Opportunity
Then Text relevant team members to start outreach Mobile Message · Send SMS to List
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When A customer replies to your outreach SMS Mobile Message · Inbound SMS Received
Then Create an activity record in Method CRM Method CRM · Add Activity
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1.6¢ per SMS on Your First Purchase

Your first purchase is just 1.6¢ per message at any volume, and credits never expire. Stock up early and enjoy lasting value.

100% Direct-to-Carrier Delivery

Every message goes directly to Australian mobile carriers, never through other SMS aggregators or offshore routes.

FREE Dedicated Number

Get a dedicated virtual number to send and receive SMS messages, at no extra cost! Perfect for two-way SMS messaging.

Everything Method CRM supports on Zapier

Any of these can start or complete an SMS automation with Mobile Message.

Triggers 6
  • 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.
  • New Vendor — Triggers when a new vendor is added.
Actions 7
  • 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
  • Add Generic Entry — Adds a new entry to a table.
  • Add Opportunity — Adds a new opportunity.
  • API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Everything Your Integration Needs

Easy-to-Use Integration
Easy-to-Use Integration

Our SMS platform is simple to integrate with your existing application.

Custom Sender IDs
Custom Sender IDs

Personalise your messages with a branded sender name, improving trust and engagement with your audience.

Real-Time Delivery Receipts
Real-Time Delivery Receipts

Track your message statuses in real time, ensuring complete transparency and campaign effectiveness.

Inbound SMS Handling
Inbound SMS Handling

Receive replies and incoming messages directly into your app for seamless two-way communication.

Method CRM + SMS: common questions

Can I get an SMS alert when a new lead is added to Method CRM?

Yes. When a new customer or lead is created in Method, you can instantly text your sales team with the details so they can reach out immediately.

How do I capture customer responses in my CRM?

When a customer replies to your SMS outreach, you can automatically create an activity or contact record in Method CRM, building a complete conversation history without manual data entry.

What do I need to set up this automation?

Connect Method CRM and Mobile Message to Zapier, pick a lead or opportunity trigger, and choose an SMS action or CRM record creation. Your sales team will be notified automatically.

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Ready to Try Mobile Message?

Our sign-up process takes just 2 minutes and gives you instant access to our bulk SMS platform. You can start sending messages today!

Start Messaging Now