{"id":16558,"date":"2022-04-18T11:00:00","date_gmt":"2022-04-18T15:00:00","guid":{"rendered":"https:\/\/www.method.me\/?page_id=16558"},"modified":"2025-12-12T16:48:23","modified_gmt":"2025-12-12T21:48:23","slug":"gmail","status":"publish","type":"page","link":"https:\/\/www.method.me\/features\/xero\/gmail\/","title":{"rendered":"CRM Integration for Gmail"},"content":{"rendered":"\n<div class=\"wp-block-group alignfull m-section is-layout-constrained wp-container-core-group-is-layout-0969ed4c wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\">\n<h1 class=\"wp-block-heading\" id=\"h-drive-sales-with-a-crm-integration-for-gmail\">Drive sales with a CRM integration for Gmail<\/h1>\n\n\n\n<p class=\"m-subtext-h1 wp-block-paragraph\">Instantly connect the important information from your inbox to your Xero accounting software.<\/p>\n\n\n\n<div class=\"wp-block-buttons m-button m-button-attr-large is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button cta-hero\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/signup.method.me\/methodcrm\/\">Try Method CRM<span class=\"screen-reader-text\"> and sign up for a free trial with Method<\/span><\/a><\/div>\n<\/div>\n\n\n\n<p class=\"m-text-small wp-block-paragraph\">Want to see it in action first? <a href=\"https:\/\/grow.method.me\/see-in-action\/\">Take me there \u2192<\/a><\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"707\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2021\/05\/04-Gmail-method_billing-inquiry-1024x707.png\" alt=\"Capture gmail email in Method\" class=\"wp-image-14346 lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2021\/05\/04-Gmail-method_billing-inquiry-1024x707.png 1024w, https:\/\/www.method.me\/wp-content\/uploads\/2021\/05\/04-Gmail-method_billing-inquiry-300x207.png 300w, https:\/\/www.method.me\/wp-content\/uploads\/2021\/05\/04-Gmail-method_billing-inquiry-768x530.png 768w, https:\/\/www.method.me\/wp-content\/uploads\/2021\/05\/04-Gmail-method_billing-inquiry.png 1113w\" data-sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/707;\" \/><\/figure>\n<\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group alignfull m-section m-bg-grey is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h2 id=\"why-you-need-a-crm-integration-for-gmail\" class=\"wp-block-heading has-text-align-center\">Why you need a CRM integration for Gmail<\/h2>\n\n\n\n<div class=\"inherit-container-width wp-block-group m-subtext-width is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<p class=\"has-text-align-center m-subtext-h1 wp-block-paragraph\">Say goodbye to jumping between tabs and missing sales opportunities.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-media-text alignwide has-media-on-the-right is-stacked-on-mobile is-vertically-aligned-center\" style=\"grid-template-columns:auto 35%\"><div class=\"wp-block-media-text__content\">\n<p class=\"wp-block-paragraph\">As the dominant online email provider, Gmail is the main mode of customer communication and internal communication for small businesses.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">But unfortunately, it\u2019s easy to lose track of emails.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.method.me\/\">Method<\/a> CRM\u2019s Gmail integration is the missing link connecting your inbox to your Xero account, ensuring that information flows and nothing slips through the cracks.<\/p>\n<\/div><figure class=\"wp-block-media-text__media\"><img decoding=\"async\" width=\"1024\" height=\"745\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2021\/05\/03-track-every-conversation-1024x745.png\" alt=\"Save emails using Method's CRM Gmail integration\" class=\"wp-image-14345 size-full lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2021\/05\/03-track-every-conversation-1024x745.png 1024w, https:\/\/www.method.me\/wp-content\/uploads\/2021\/05\/03-track-every-conversation-300x218.png 300w, https:\/\/www.method.me\/wp-content\/uploads\/2021\/05\/03-track-every-conversation-768x559.png 768w, https:\/\/www.method.me\/wp-content\/uploads\/2021\/05\/03-track-every-conversation.png 1044w\" data-sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/745;\" \/><\/figure><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group alignfull m-section is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h2 id=\"all-your-data-all-in-one-place\" class=\"wp-block-heading has-text-align-center\">All your data, all in one place<\/h2>\n\n\n\n<div class=\"inherit-container-width wp-block-group m-subtext-width is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<p class=\"has-text-align-center m-subtext-h1 wp-block-paragraph\">Email integration makes it easy to keep in touch.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-media-text alignwide is-stacked-on-mobile is-vertically-aligned-center\" style=\"grid-template-columns:30% auto\"><figure class=\"wp-block-media-text__media\"><img decoding=\"async\" width=\"720\" height=\"1024\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2021\/05\/01-How-will-methods-gmail-CRM-720x1024.png\" alt=\"Customer summary screen in Method's Gmail CRM integration\" class=\"wp-image-14343 size-full lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2021\/05\/01-How-will-methods-gmail-CRM-720x1024.png 720w, https:\/\/www.method.me\/wp-content\/uploads\/2021\/05\/01-How-will-methods-gmail-CRM-211x300.png 211w, https:\/\/www.method.me\/wp-content\/uploads\/2021\/05\/01-How-will-methods-gmail-CRM-768x1092.png 768w, https:\/\/www.method.me\/wp-content\/uploads\/2021\/05\/01-How-will-methods-gmail-CRM.png 832w\" data-sizes=\"(max-width: 720px) 100vw, 720px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 720px; --smush-placeholder-aspect-ratio: 720\/1024;\" \/><\/figure><div class=\"wp-block-media-text__content\">\n<p class=\"wp-block-paragraph\">Method\u2019s CRM integration for Gmail gives you a complete view of your leads and customers.&nbsp; See data from Method and Xero alongside your emails, including:<\/p>\n\n\n\n<ul class=\"m-check-list\">\n<li style=\"background-image:inherit;\" data-bg-image=\"url(&#039;\/wp-content\/uploads\/2022\/11\/bullet-contact-details-icon.svg&#039;)\" class=\"lazyload\">Contact details<\/li>\n<li style=\"background-image:inherit;\" data-bg-image=\"url(&#039;\/wp-content\/uploads\/2022\/11\/bullet-transactions-icon.svg&#039;)\" class=\"lazyload\">Purchase history<\/li>\n<li style=\"background-image:inherit;\" data-bg-image=\"url(&#039;\/wp-content\/uploads\/2022\/11\/bullet-balance-icon.svg&#039;)\" class=\"lazyload\">Balance<\/li>\n<li style=\"background-image:inherit;\" data-bg-image=\"url(&#039;\/wp-content\/uploads\/2022\/11\/bullet-activities-icon.svg&#039;)\" class=\"lazyload\">Activities<\/li>\n<li style=\"background-image:inherit;\" data-bg-image=\"url(&#039;\/wp-content\/uploads\/2022\/11\/bullet-sales-opportunities.svg&#039;)\" class=\"lazyload\">Sales opportunities<\/li>\n<li style=\"background-image:inherit;\" data-bg-image=\"url(&#039;\/wp-content\/uploads\/2022\/11\/bullet-documents-icon.svg&#039;)\" class=\"lazyload\">Documents<\/li>\n<\/ul>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group m-section m-bluebanner is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h2 class=\"wp-block-heading has-text-align-center\" id=\"h-power-your-business-with-xero-automation\">Power your business with Xero automation.<\/h2>\n\n\n\n<div class=\"wp-block-buttons m-justified-center is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-3e41869c wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button m-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/signup.method.me\/methodcrm\">Try for free<\/a><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group alignfull m-section m-bg-grey is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h2 id=\"stop-flipping-between-your-crm-and-gmail\" class=\"wp-block-heading has-text-align-center\">Stop flipping between your CRM and Gmail<\/h2>\n\n\n\n<div class=\"inherit-container-width wp-block-group m-subtext-width is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<p class=\"has-text-align-center m-subtext-h1 wp-block-paragraph\">Act on information as soon as it hits your inbox.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-media-text alignwide has-media-on-the-right is-stacked-on-mobile is-vertically-aligned-center\" style=\"grid-template-columns:auto 30%\"><div class=\"wp-block-media-text__content\">\n<p class=\"wp-block-paragraph\">Turn your Gmail inbox into one of your most powerful tools as a sales, customer, and accounting data hub with Method\u2019s CRM integration for Gmail.<br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To take it one step further,&nbsp;<a href=\"https:\/\/www.method.me\/features\/xero\/google-calendar\/\">connect Method to your Google Calendar<\/a>&nbsp;account for easier appointment scheduling and an even smoother workflow.<\/p>\n\n\n\n<div class=\"wp-block-buttons m-button m-button-attr-ghost is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.method.me\/features\/xero\/google-calendar\/\">Learn more<span class=\"screen-reader-text\"> about connecting Method to your Google Calendar<\/span><\/a><\/div>\n<\/div>\n<\/div><figure class=\"wp-block-media-text__media\"><img decoding=\"async\" width=\"720\" height=\"1024\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2021\/05\/02-stop-flipping-between-your-CRM-gmail-720x1024.png\" alt=\"New opportunity screen in Method's CRM Gmail integration\" class=\"wp-image-14344 size-full lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2021\/05\/02-stop-flipping-between-your-CRM-gmail-720x1024.png 720w, https:\/\/www.method.me\/wp-content\/uploads\/2021\/05\/02-stop-flipping-between-your-CRM-gmail-211x300.png 211w, https:\/\/www.method.me\/wp-content\/uploads\/2021\/05\/02-stop-flipping-between-your-CRM-gmail-768x1092.png 768w, https:\/\/www.method.me\/wp-content\/uploads\/2021\/05\/02-stop-flipping-between-your-CRM-gmail.png 832w\" data-sizes=\"(max-width: 720px) 100vw, 720px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 720px; --smush-placeholder-aspect-ratio: 720\/1024;\" \/><\/figure><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group alignfull m-section is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<div class=\"wp-swiper m-testimonial\"><div class=\"wp-swiper__wrapper\"><div class=\"swiper-container swiper\" data-slidesperview=\"1\" data-navigation=\"true\" data-pagination=\"true\" data-autoplay=\"true\" data-delay=\"12000\" data-speed=\"500\" data-loop=\"true\" data-effect=\"slide\" data-spacebetween=\"0\" data-mousewheel=\"false\" data-releaseonedges=\"false\"><div class=\"swiper-wrapper\">\n<div class=\"wp-swiper__slide swiper-slide\" data-tab=\"slide-1\"><div class=\"wp-swiper__overlay-color\" style=\"background-color:rgba(0, 0, 0, 0)\"><\/div><div class=\"wp-swiper__slide-content\" style=\"max-width:100%\">\n<p class=\"has-text-align-center wp-block-paragraph\"><em>\u201cMethod has a clean beautiful interface and seems to sync well with Xero. But, it has been the support that got them this 5 star review.\u201d<\/em><\/p>\n\n\n\n<div class=\"inherit-container-width wp-block-group alignfull is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<div class=\"wp-block-media-text alignwide\"><figure class=\"wp-block-media-text__media\"><img decoding=\"async\" width=\"128\" height=\"128\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2022\/11\/Ean-Murphy-testimony.png\" alt=\"Profile picture of Ean Murphy\" class=\"wp-image-18337 size-full lazyload\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 128px; --smush-placeholder-aspect-ratio: 128\/128;\" \/><\/figure><div class=\"wp-block-media-text__content\">\n<p class=\"wp-block-paragraph\"><strong>Ean Murphy<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">&#8220;Excellent support&#8221;<\/p>\n<\/div><\/div>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-swiper__slide swiper-slide\" data-tab=\"slide-2\"><div class=\"wp-swiper__overlay-color\" style=\"background-color:rgba(0, 0, 0, 0)\"><\/div><div class=\"wp-swiper__slide-content\" style=\"max-width:100%\">\n<p class=\"wp-block-paragraph\"><em>\u201cThis is a wonderful app! It syncs great with Xero, all the information goes over without hesitation, no problems there. Contacts, accounting, etc. It&#8217;s very user friendly, straight forward in all areas \u2013 invoicing, payments, etc. A great app to make your work life that much easier \ud83d\ude42 Highly recommend.\u201d<\/em><\/p>\n\n\n\n<div class=\"inherit-container-width wp-block-group alignfull is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<div class=\"wp-block-media-text alignwide\"><figure class=\"wp-block-media-text__media\"><img decoding=\"async\" width=\"128\" height=\"128\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2022\/11\/Amy-Devries-Testimonial.png\" alt=\"Profile image of Amy DeVries\" class=\"wp-image-18338 size-full lazyload\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 128px; --smush-placeholder-aspect-ratio: 128\/128;\" \/><\/figure><div class=\"wp-block-media-text__content\">\n<p class=\"wp-block-paragraph\"><strong>Amy DeVries<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">&#8220;Excellent &#8211; Highly Recommend&#8221;<\/p>\n<\/div><\/div>\n<\/div><\/div>\n<\/div><\/div>\n<\/div><\/div><\/div><div class=\"swiper-pagination\"><\/div><div class=\"swiper-button-prev\"><\/div><div class=\"swiper-button-next\"><\/div><\/div>\n\n\n\n<div class=\"wp-block-buttons m-justified-center is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-3e41869c wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button m-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/signup.method.me\/methodcrm\/\">Try for free<span class=\"screen-reader-text\"> and sign up for a free trial with Method<\/span><\/a><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group alignfull m-section m-bg-grey is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h2 id=\"manage-communications-better\" class=\"wp-block-heading has-text-align-center\">Manage communications better<\/h2>\n\n\n\n<div class=\"inherit-container-width wp-block-group m-subtext-width is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<p class=\"has-text-align-center m-subtext-h1 wp-block-paragraph\">Stay connected with top-notch communication tools.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div style=\"padding:56.25% 0 0 0;position:relative;\"><iframe data-src=\"https:\/\/player.vimeo.com\/video\/913484859?badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" style=\"position:absolute;top:0;left:0;width:100%;height:100%;\" title=\"Automate workflows with the best CRM for Xero - Method\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" class=\"lazyload\" data-load-mode=\"1\"><\/iframe><\/div><script src=\"https:\/\/player.vimeo.com\/api\/player.js\"><\/script>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"wp-block-paragraph\">Email tracking is tough, especially if business is booming and your inbox is full. Stay on top of your customers\u2019 needs with a 360-degree view of your customer history in Gmail thanks to Method CRM.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This includes a contact\u2019s recent transactions, invoice records, and email history so that you can delight customers with your excellent support.<\/p>\n<\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group m-section m-bluebanner is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h2 class=\"wp-block-heading has-text-align-center\" id=\"h-power-your-business-with-xero-automation\">Power your business with Xero automation.<\/h2>\n\n\n\n<div class=\"wp-block-buttons m-justified-center is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-3e41869c wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button m-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/signup.method.me\/methodcrm\">Try for free<\/a><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group alignfull m-section m-bg-grey is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h2 id=\"instant-insights-and-answers\" class=\"wp-block-heading has-text-align-center\">Instant insights and answers<\/h2>\n\n\n\n<div class=\"inherit-container-width wp-block-group m-subtext-width is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<p class=\"has-text-align-center m-subtext-h1 wp-block-paragraph\">Never miss the chance to move sales forward.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-media-text alignwide has-media-on-the-right is-stacked-on-mobile is-vertically-aligned-center\"><div class=\"wp-block-media-text__content\">\n<p class=\"wp-block-paragraph\">When your customer has a question, don\u2019t waste time manually searching for their information. Instead, pull up the data you need in a flash to delight customers by answering questions swiftly.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">As soon as the email comes in, you can see your contact\u2019s information in Method and respond to the inquiry without leaving Gmail.<\/p>\n<\/div><figure class=\"wp-block-media-text__media\"><img decoding=\"async\" width=\"1024\" height=\"658\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2022\/04\/02-turn-more-leads-into-customersV2-1024x658.png\" alt=\"Contact list screen in Method CRM\" class=\"wp-image-16683 size-full lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2022\/04\/02-turn-more-leads-into-customersV2-1024x658.png 1024w, https:\/\/www.method.me\/wp-content\/uploads\/2022\/04\/02-turn-more-leads-into-customersV2-300x193.png 300w, https:\/\/www.method.me\/wp-content\/uploads\/2022\/04\/02-turn-more-leads-into-customersV2-768x494.png 768w, https:\/\/www.method.me\/wp-content\/uploads\/2022\/04\/02-turn-more-leads-into-customersV2.png 1288w\" data-sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/658;\" \/><\/figure><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group alignfull m-section m-width-half is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h2 id=\"crm-integration-for-gmail-frequently-asked-questions\" class=\"wp-block-heading has-text-align-center\">CRM integration for Gmail frequently asked questions<\/h2>\n\n\n\n<div class=\"inherit-container-width wp-block-group alignfull is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<h3 id=\"what-is-crm-software-and-why-use-it\" class=\"wp-block-heading\">What is CRM software, and why use it?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CRM stands for customer relationship management, and a CRM tool is software that simplifies how you manage your business by connecting and automating your workflows.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">What makes Method CRM unique is the two-way Xero sync. Save important data from your Gmail to <a href=\"https:\/\/www.method.me\">Method<\/a>, then have it automatically sync to Xero for your sales team and other authorized users to see.<\/p>\n\n\n\n<h3 id=\"why-choose-a-crm-tool-that-integrates-with-gmail\" class=\"wp-block-heading\">Why choose a CRM tool that integrates with Gmail?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The best CRMs integrate with your&nbsp;<a href=\"https:\/\/www.method.me\/features\/xero\/outlook\/\">other tools<\/a>, such as Gmail, to create an efficient system to manage all aspects of your business.&nbsp;Method\u2019s CRM Gmail integration allows you to track email interactions with your contacts and pull relevant lead, customer, or sales information without leaving Gmail.&nbsp;<br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Method CRM integrates with an array of tools beyond Gmail to create one smooth workflow.<\/p>\n\n\n\n<h3 id=\"how-to-set-up-methods-gmail-crm-integration\" class=\"wp-block-heading\">How to set up Method\u2019s Gmail CRM Integration<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Share your email with us to get early access to Method\u2019s Xero CRM. Then find out how easy it is to combine Method CRM, Gmail, and Xero. Set up is quick to simplify your communication with customers and streamline your business long-term!<\/p>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group m-section m-bluebanner is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h2 class=\"wp-block-heading has-text-align-center\" id=\"h-power-your-business-with-xero-automation\">Power your business with Xero automation.<\/h2>\n\n\n\n<div class=\"wp-block-buttons m-justified-center is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-3e41869c wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button m-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/signup.method.me\/methodcrm\">Try for free<\/a><\/div>\n<\/div>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Drive sales with a CRM integration for Gmail Instantly connect the important information from your inbox to your Xero accounting software. Why you need a CRM integration for Gmail Say goodbye to jumping between tabs and missing sales opportunities. As the dominant online email provider, Gmail is the main mode of customer communication and internal [&hellip;]<\/p>\n","protected":false},"author":33,"featured_media":0,"parent":16603,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"site-sidebar-layout":"no-sidebar","site-content-layout":"page-builder","ast-site-content-layout":"full-width-container","site-content-style":"unboxed","site-sidebar-style":"unboxed","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"disabled","ast-breadcrumbs-content":"","ast-featured-img":"disabled","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"wf_page_folders":[6769],"class_list":["post-16558","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>CRM Integration for Gmail with Xero \u2014 Method &#8212; 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