Integrations

Email Perk

Name: Email Perk
Availability: InStock
Author: Alef Team Business Solutions

Sync your Outlook or Gmail emails into Method CRM automatically and manage it from there.

Alef Team Business SolutionsMethod CRM PartnerCompatibility: Method CRM

Screenshots

Capabilities

Automatic sync of emails to Method Activities for Contacts that match your Contacts list

Decide if you want to skip certain topics, certain contacts, or specific email format using Sync Rules

Every synced email appears with subject, body, attachments, timestamps, and the correct Method entity—giving your team complete visibility.

Blocks spam, marketing promos, and irrelevant threads from entering your CRM.

Manage users, see sync logs, choose which inbox to connect, and review any sync failures or skipped emails.

Connect shared emails to auto-sync, like sales@ or info@ without using a gadget or creating a new user in Method.

Overview

Sync your Outlook or Gmail emails into Method CRM automatically and manage it from there.

Emails received in Outlook and Gmail are automatically sent to Method CRM. No need to manually sync them or context switch between Outlook/Gmail and Method. The free version of the app gives you automatic sync between your company's inbox/outbox and Activities for matched contacts. You can buy the Email Integration Method app which will sync your entire email to Method.

Installation Instructions

Go to emailperk.getloadout.com Sign up with Outlook or Gmail. Insert your Method API keys (As an admin, click on your profile picture > Integrations > API > click on New > Call it "Loadout Email Perk" or a name that makes sense to you > Generate API key > copy/paste the key into Loadout Email Perk and click save. NOTE: Keep the key secure and safe and do not share it with anyone). Decide on the sync settings and click Start sync. You are all set!