Integration
Connect G2 Crowd and Method CRM
When New Review fires in G2 Crowd, your agent runs Add Contact to Existing Entity in Method CRM, or New Activity in Method CRM to Get Current User in G2 Crowd. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want G2 Crowd and Method CRM to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What G2 Crowd and Method CRM can do together
From G2 Crowd to Method CRM
When New Review in G2 Crowd
then Add Contact to Existing Entity in Method CRM
From Method CRM to G2 Crowd
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with G2 Crowd and Method CRM
Triggers and actions 8 triggers · 31 actions
- New Review
Triggers when a new review is published for one of your G2 products.
- New Visit Event
Triggers when G2 records new buyer-intent activity (a company researching your product, by day).
- Add Product
Submits a new product listing to G2 for review, the same as the Add a Product wizard. Returns the created product.
- Add Product mapping
Creates a mapping between your own product identifier and a G2 product.
- Find Products
Searches G2 product listings whose name contains the given text.
- Get Category
Returns a single G2 category by its UUID or slug, optionally with its related products, parent, children, ancestors or descendants.
- Get Current User
Returns the G2 user that owns the API token, with their ID and email.
- Get Product
Returns one G2 product listing, including its name, slug, domain, G2 page URL and review count.
- Get Product ratings
Returns a G2 product's satisfaction ratings, such as ease of use, quality of support and ease of setup.
- Get Question
Returns a single G2 review question by its ID, including its title, text, type and whether it is required.
- List Buyer intent
Returns buyer intent activity for one of your G2 products, grouped by the dimensions and measures you choose (companies, visitors, days, signal types).
- List Categories
Returns G2 software categories.
- List Competitors
Returns the products G2 lists as competitors of a given product.
- List Discussions
Returns the discussions (community questions) posted about a G2 product, up to 250 per call.
- List Medals
Returns the G2 medals (badges) awarded to a product, optionally filtered by season, year or category.
- List Product Features
Returns the features of a G2 product, with ratings, review counts and categories.
- List Product mappings
Returns the mappings between G2 products and your own external product IDs, optionally filtered by product, external ID or dates.
- List Product Reviews
Returns reviews written about one of your G2 products.
- List Questions
Returns the list of G2 review questions, optionally filtered by created or updated date.
- New Activity
Triggers when a new activity is added in Method CRM.
- New Contact
Triggers when a new contact is added in Method CRM.
- New Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added to a QuickBooks-synced Method account.
- New Customer/Vendor or Customer/Vendor Lead (Xero Only)
Triggers when a new customer/vendor or customer/vendor lead is added in a Xero-synced Method account.
- New Opportunity
Triggers when a new opportunity is created in Method CRM.
- New Vendor
Triggers when a new vendor is added in Method CRM.
- Add Activity
Creates an activity record in your Method CRM account, using the fields your Activity table defines (including custom fields).
- Add Contact to Existing Entity
Creates a contact in Method CRM linked to an existing customer, vendor or lead.
- Add Customer or Customer Lead (QuickBooks Only)
Creates a customer or customer lead in a QuickBooks-synced Method CRM account.
- Add Customer/Vendor or Customer/Vendor Lead (Xero Only)
Creates a customer/vendor or customer/vendor lead in a Method CRM account synced with Xero.
- Add Generic Entry
Creates a new record (entry) in any Method CRM table, using the field values you supply, and returns the new record's id.
- Add Opportunity
Creates a new opportunity in your Method CRM account.
- Delete record
Deletes a record from a Method CRM table, such as a contact, customer or activity.
- Find Contact
Finds contacts in Method CRM matching your filter criteria, such as an email or name, and returns up to 100 matching contacts.
- Find Customer or Customer Lead (QuickBooks Only)
Finds customers or customer leads in a QuickBooks-synced Method account by name, returning the matching records.
- Find Customer/Vendor or Customer/Vendor Lead (Xero Only)
Finds customers, vendors, or customer/vendor leads by name in a Xero-synced Method account.
- Find records by criteria
Finds records in a Method CRM table that match your filter criteria, returning up to 100 matches.
- Find Vendor
Finds vendors in your Method account that match the criteria you give, returning the first match and the full list of matches.
- Get record
Returns one record from a Method CRM table, such as a contact, customer or invoice, by its record ID.
- Update record
Updates the chosen fields of an existing record in any Method table, such as a contact, customer or invoice.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
G2 Crowd and Method CRM, answered
What can start an automation from G2 Crowd?
Any of G2 Crowd's 2 triggers in the catalog, including New Review and New Visit Event. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Method CRM when something happens in G2 Crowd?
Any of Method CRM's 14 actions, including Update record, Add Activity, Add Contact to Existing Entity and Add Customer or Customer Lead (QuickBooks Only). Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Method CRM to G2 Crowd?
Yes. When something happens in Method CRM, your agent can act in G2 Crowd too. This page covers both directions: Method CRM's triggers and G2 Crowd's actions are listed here as well.
Do I have to build a connector for G2 Crowd or Method CRM?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use G2 Crowd and Method CRM without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.