Method Community

Hi, I'm integrating Method me api in my project to create lead in method me whereas in my project i have lead info like first name, last name, email, phone etc so i'm using contact api to create lead but it creates a customer with basic details and i'm not able to produce lead details from api in method me. Any help will be much ...

I'm using the PHP example at https://www.method.me/wp-content/uploads/2018/12/MethodAPISample_PHP_V1.zip but am getting errors. For many of the fields I get a kick back from the API saying the field doesn't support "Add". I was able to resolve this by removing all fields and values with the exception of the ...

Hi! Our contact info is our QB admin and we don't want her getting all of our customer questions, comments, ect.  I was told we needed to change this in QB but we can't change our admin/accountant info in QB.  Any ideas? This is what they said on the chat- You can customize the screen to hard code in a different email address ...

I have the gmail gadget installed. When I open an email it says to "Sign into Method CRM". I click the link, choose my gmail account, but then nothing happens and it is still saying "Sign into Method CRM". I have tried signing out of both Method & Gmail and then signing into Method using the Google sign in option and then ...

We are having an issue of leads not generating into Method. I have been told by Icona it is not something on their end. This is the conversation I've had with the support team in Method, but I was told it I'm emailing in regards to the issue with your web forms not importing leads into Method. We did some digging through our logs to ...

Hello! I'm trying to use methodAPIInsertV2 to insert a record into the Customer table... I'm getting an error message: "Please enter at least one field array."  I've added the fields under InsertFieldsArray, am I missing something?  Thank you! This is what I'm using: <soapenv:Envelope ...

Hhello! We are looking for a CRM that will automate our sales process and provide better management infomation. There are some basic things that we're trying to track, essentially marketing campaign ROI and sales rep performance to monitor and improve both pre-sale and post-sale process. For now, our marketing is largely electronic, ...

Hello, We have consistently had connection issues with our Method Integration Engine. I have contacted Method through live chat/email multiple times and there doesn't seem to be any way to resolve this beyond being told to reboot the computer/engine and try again. That avenue is not working. Period. When I try to connect, it says ...

Currently when you push an email through the outlook plugin, it shows up as a completed task but with nothing in the comments.  It would be nice if i didn't have to click on the activity to view the message and have it appear in the comments.  Is that possible with the plug in?   with the google gadget i think its called ...

Hi everyone, I am using php for soap request. This is my code  $client = new SoapClient('https://www.methodintegration.com/MethodAPI/service.asmx?wsdl'); $response = $client->MethodAPITableListV2('comapnyName','myusername(email)','password',''); I tested my credibility on ...