CRM Integration

Method:CRM Print Enhancer

Extend Method:CRM's printing capabilities with custom document sizes, barcode support, and advanced formatting

Integration Details Template Gallery
Integration Type Two-way API
Supported Sizes Any dimension
Barcode Formats 25+ supported
Processing Speed <500ms avg

Solution Overview

This service extends Method:CRM's limited printing functionality by adding a custom button that connects to an external PDF generation platform. It solves the key limitation of Method only supporting letter-size documents by enabling any page dimension (especially labels) and adding barcode support.

Method Limitation Solved: Native Method:CRM printing only supports 8.5"×11" letter size with basic formatting and no barcode capabilities.

Integration Architecture

Integration Architecture
1

User Initiates Print

Custom button added to Method:CRM UI sends:

  • Record data (contact, invoice, etc.)
  • Selected template ID
  • User preferences
Method:CRM Custom Button Code: 
function printLabel() {
  let record = Method.getCurrentRecord();
  Method.triggerWebhook('print-service', record);
}
2

PDF Generation

Your platform processes the request:

  • Retrieves template from database
  • Generates barcodes if specified
  • Formats content to exact dimensions
  • Renders PDF using PHP library
3

Document Delivery

Completed PDF is:

  • Streamed directly to browser
  • Optionally saved to Method:CRM docs
  • Can trigger automated printing

Template Gallery

4×6 Shipping Label

Includes: Address, barcode, logo

Thermal UPS/FEDEX
2×4 Product Label

Includes: SKU, barcode, price

Inventory QR Code
3×8 Thermal Receipt

POS-style with itemized list

Retail
3×5 Bin Label

Warehouse location markers

Inventory Code 128

Barcode Support

CODE 128
Inventory/Shipping
QR Code
Marketing/URLs
EAN-13
Retail Products
ITF-14
Carton Tracking
View All 25+ Formats
Technical Specifications
  • Platform UserSpice (PHP)
  • Database MySQL
  • PDF Engine TCPDF/Dompdf
  • Barcode Lib Bacon/Barcode
  • API Method:CRM REST
Implementation Example
Distribution Company
  • 500+ shipping labels/day
  • Integrated with ShipStation
  • Automated warehouse bin labels
Results: 65% reduction in label errors
Integration Guide
Webhook Configuration 
// Method:CRM Webhook Setup
Endpoint: https://yourservice.com/api/print
Method: POST
Content-Type: application/json

{
  "record_id": "{{record.id}}",
  "template": "shipping_label_4x6",
  "user_id": "{{user.id}}"
}
Response Handling 
// Successful PDF Response
HTTP/1.1 200 OK
Content-Type: application/pdf
Content-Disposition: inline; filename="label.pdf"
System Requirements
  • Method:CRM Professional Plan
  • Public HTTPS Endpoint
  • API Credentials
  • Custom Button Access