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Jotform + Method CRM

Create new Method CRM opportunities for every new Jotform submission

Streamline your customer management process with this automated workflow. Whenever a new submission is received in Jotform, an opportunity will be added in Method CRM instantly. This not only enhances efficiency, but also ensures that none of your potential customers slip through the cracks, optimizing your sales and relationship-building efforts.

Streamline your customer management process with this automated workflow. Whenever a new submission is received in Jotform, an opportunity will be added in Method CRM instantly. This not only enhances efficiency, but also ensures that none of your potential customers slip through the cracks, optimizing your sales and relationship-building efforts.

  1. When this happens...
    JotformJotform
    New Submission

    Triggers when a new submission has been added to a specific form.

    TriggerInstant
  2. automatically do this!
    Method CRMMethod CRM
    Add Opportunity

    Adds a new opportunity.

    ActionWrite
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Supported triggers and actions

    • FormRequired

    Trigger
    Instant
    Try It
    • Select a formRequired

    • Asignee emailRequired

    • Invitation Message

    • Assignee Permission

    Action
    Write
    • Select a formRequired

    Action
    Write
    • DocumentRequired

    Trigger
    Polling
    Try It
    • Select a formRequired

    • Assignee emailRequired

    • Invitation Message

    • Prefilled Field Permissions

    Action
    Write
    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • Additional request headers

    • Body

    Action
    Write
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jotform logo

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Related categories

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About Method CRM

Method CRM™ is a QuickBooks CRM that streamlines your business from lead to repeat and everything in between.
Triggers & Actions