Method CRM + Squarespace Forms

Add new Squarespace Forms form submissions as customers or leads in Method CRM (quickbooks only)

Streamline your Squarespace Forms form submissions by automatically adding them as customers or leads in Method CRM. This efficient workflow ensures that every time a form is submitted on your Squarespace Forms site, a customer or lead is created in Method CRM, saving you time and simplifying data management. Stay organized and focus on nurturing potential customers for your business with this seamless process.

Streamline your Squarespace Forms form submissions by automatically adding them as customers or leads in Method CRM. This efficient workflow ensures that every time a form is submitted on your Squarespace Forms site, a customer or lead is created in Method CRM, saving you time and simplifying data management. Stay organized and focus on nurturing potential customers for your business with this seamless process.

  1. When this happens...
    Squarespace FormsSquarespace Forms
    New Form Submission

    Triggers when form submission is submitted.

    TriggerInstant
  2. automatically do this!
    Method CRMMethod CRM
    Add Customer or Customer Lead (QuickBooks Only)

    Adds a new customer or customer lead

    ActionWrite
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Supported triggers and actions

    • Api Docs Info

    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • Additional request headers

    • Body

    Action
    Write
  • Method CRM triggers, actions, and search

    New Customer/Vendor or Customer/Vendor Lead (Xero Only)

    Triggers when a new customer/vendor or customer/vendor lead is added.

    Trigger
    Polling
    Try It
method-crm logo
method-crm logo

About Method CRM

Method CRM™ is a QuickBooks CRM that streamlines your business from lead to repeat and everything in between.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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squarespace-forms logo
squarespace-forms logo

About Squarespace Forms

Squarespace is a website builder, blogging platform, hosting service, commerce platform, and domain name registrar.

Related categories

  • Forms & Surveys

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