Create opportunities in Method CRM from new WPForms entries
Create new sales opportunities in Method CRM directly from your WordPress forms with this seamless workflow. Whenever a user submits a new form entry through WPForms, this automation will add an opportunity in Method CRM, ensuring you never miss a potential lead. Effortlessly organize your sales pipeline and stay on top of your prospects.
Create new sales opportunities in Method CRM directly from your WordPress forms with this seamless workflow. Whenever a user submits a new form entry through WPForms, this automation will add an opportunity in Method CRM, ensuring you never miss a potential lead. Effortlessly organize your sales pipeline and stay on top of your prospects.
- When this happens...New Form Entry
Triggers when a form entry is submitted.
- automatically do this!Add Opportunity
Adds a new opportunity.
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FormRequired
Try ItNew Activity
Triggers when a new activity is added.
Try ItNew Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.
Try ItNew Opportunity
Triggers when a new opportunity is added.
Try It
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
New Contact
Triggers when a new contact is added.
Try ItNew Customer/Vendor or Customer/Vendor Lead (Xero Only)
Triggers when a new customer/vendor or customer/vendor lead is added.
Try ItNew Vendor
Triggers when a new vendor is added.
Try It