Method CRM – what is it?
Method:CRM is the top-rated CRM for QuickBooks desktop and online users, with over 1,300 five-star reviews on Intuit’s apps.com.
Use Method:CRM’s patented QuickBooks integration to instantly sync your customer information, invoices, payments, and more in both directions so your data is always up to date! Even better, you’ll gain back time as Method:CRM automates the capture of leads and the creation of estimates and invoices. With Method:CRM, your productivity increases and you can say goodbye to double data entry once and for all!
Method:CRM’s integrated online customer portals improve your customer service and keep your customers coming back for more. With Method:CRM’s robust activity tracking and the 360-degree view you get instantly from every customer, you can easily take a data-driven approach to marketing and sales.
How does Method CRM works with Chat Agents
Upon completion of a chat on your site, a new chat lead is added by our Chat Agents with all contact information, a brief chat summary, and the chat transcript.
With this Method CRM – Chat Agents integration, these lead details are automatically added as a new lead in your Method CRM account.
When a chat visitor returns to your site and provides more information, a new chat summary is added along with the new chat transcript from Chat Agents. These lead details are also automatically updated in Method CRM.
How to integrate Method CRM with Chat Agents
To integrate Method CRM with Chat Agents, first, log into your Method CRM account at https://signin.method.me
If you do not already have a Method CRM account, you can create one at https://www.method.me/
Once logged in, click on the settings icon in the top right menu and then click on “Integrations”.
and then “API”
Then click on “New“, next to API Keys.
Name the API key with a name you can easily identify, such as My Chat Leads.
Next click on “Generate API Key“
Copy the API KEY you created and save it safely as its only visible once, it will be used in the next step.
Now log in to the integration page of your Chat Agents account. To do this, go to https://my.chatagents.com/ in your Chat Agents dashboard and go to “Integrations” which should open https://my.chatagents.com/integrations.
Search for Method CRM and enable the “Edit” button on the right hand side.
You will then see the Chat Agents – Method CRM Integration page.
Click on “Connect”, which will open a popup modal where you need to paste the API token you copied earlier, from your Method CRM account.
Choose the ¨Lead Owner¨ from the drop down.
That’s it. If everything is correct and no error message is displayed, your Chat Agents and Method CRM are integrated.
Whenever our chat agents add new chat leads in our system, you will see it in our CRM and receive a notification via text, email and through our apps.
With this integration, you will also see the same lead details with associated notes and chat transcripts automatically and instantly added to your Method CRM account.
This saves you from manually re-entering all the chat lead details into your Method CRM account.
Lead details are added in your Chat Agents CRM.
Chat transcripts are also added in your Chat Agents CRM.
The same lead is also visible in your Method CRM account,
Along with the chat summary and chat transcript, both of which are added as notes to the lead in your Method CRM account.
If you have any questions or need help integrating Method CRM or other apps with your Chat Agents account, please contact us through the help section on your Chat Agents dashboard – we will be happy to do it for you, at no additional cost.
